(USA) Completing OnBoarding Activity Guides for US Workers

Employees and contingent workers working in the USA begin the OnBoarding event process by clicking the OnBoarding Tile to access the OnBoarding Dashboard. They will then select the OnBoarding Activities Tile from the dashboard to launch the activity guide.

After the worker accesses the OnBoarding activity guide, the system displays a series of steps in the left panel with the corresponding page in the right panel, to direct the worker through the OnBoarding process. These steps are specific to U.S. workers and are defined in the delivered OBDUSA1 OnBoarding template.

This topic lists the pages that come with the delivered OnBoarding for USA (OBDUSA1) template.

The following table describes the activity steps that are delivered with the OnBoarding for USA template. Use the links in the table to access documentation for each transaction.

Page Name

Definition Name

Usage

Before You Start Page

AGC_VIDEO_FL

Learn how to navigation the OnBoarding activity guide.

Welcome Page

AGC_VIDEO_FL

Watch a video or read a transcript welcoming you to the organization prior to initiating your OnBoarding event. This page may contain custom information about your organization.

Form I-9 Page

HR_I9_EE

Access the I-9 pages where you can read instructions and enter personal employee eligibility information,

Disability Page (see Voluntary Self-Identification Disability Page)

HR_DISABILITY_FL

Complete and file Form CC-205 disability data electronically.

Veteran Status Page

HR_VET_STATUS_FL

Enter self-identification veteran information

Ethnic Groups Page)

HR_ETHNIC_GRP_FL

Identify your ethnic group data.

Documents Page

HR_OBD_ATT_DNLD_FL

View, acknowledge, or upload documents provided by the organization.

Attachments Page

HR_OBD_ATT_UPLD_FL

Upload copies of additional documents, such as certificates or identification information.

Personal Details — Verify Name Page (see Name (Summary) Page)

HR_EE_NAME_FL

Verify your current name and enter a name change request, if needed.

Personal Details - Photo / Preferred Name Page

HR_OBD_PHOTO_FL

Upload a photo of yourself to be stored in the HR system and enter any preferred names for yourself.

Personal Details - Verify Addresses Page (see Addresses (Summary) Page)

HR_EE_ADDR_FL

Verify your home and mailing address and make updates, as needed.

Personal Details - Verify Contact Details Page)

HR_EE_CONTACTS_FL

Review or enter your phone numbers, email addresses, and instant messaging IDs

Personal Details - Marital Status Page (see Marital Status or Divorce Status Page)

HR_EE_MARITAL_FL

Enter marital status.

Personal Details - Emergency Contacts Page (see Emergency Contacts (Summary) Page)

HR_EMERG_CNTCT_FL

Add and review a list of your emergency contacts.

Personal Details - Verify Additional Information Page)

HR_ADDTL_INFO_FL

Review miscellaneous personal information stored in the HR system.

Note: This page is display only; you cannot update data on this page. Contact the HR department to make changes to this information.

Talent Profile - Competencies Page

JPM_PERS_PROFL_FLU

Enter and rate your competency skill set to be stored in the Profile Management system (see Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers)).

Talent Profile -Licences and Certifications Page

JPM_PERS_PROFL_FLU

Enter the licenses and certifications you hold (see Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers)).

Talent Profile -Degrees Page

JPM_PERS_PROFL_FLU

Identify the degrees you hold and when you earned them (see Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers)).

Benefits - Benefits Enrollment Page

W3EB_ENR_SELECT

Access the pages to select benefits if you have an open enrollment event. See also Using the PeopleSoft Fluid User Interface to Manage Benefits.

Benefits - ACA 1095–Consent Page (see Form 1095-C Consent Page)

ACA_SS_CONSENT_FL

Grant or withdraw consent to receive electronic Form 1095-Cs. After saving an update on the page, you must enter password verification. After verification, the system displays confirmation of the submission and triggers an email confirmation of the change.

Payroll - Direct Deposit Page (see Pay and Compensation - Direct Deposit Page)

PY_IC_DD_LIST

Enter direct deposit information using the classic pages.

Payroll - Tax Withholding Page

PY_W4_MAIN_FL

View a list of their tax withholding information and access the Tax Withholding Forms page for a jurisdiction.

Payroll - Voluntary Deductions Page

PY_IC_DED_LIST

Add voluntary deductions using the classic pages (see Viewing and Updating Voluntary Deductions).

Payroll - W-2/W-2c Consent Page

PY_W2_CONSENT_FL

Request or withdraw consent to receive electronic year-end slips or forms for the US.

Summary Page

AGC_SUMMARY_FL

View a summary of your OnBoarding activities, mark a step complete, return to a specific step, or completing your OnBoarding activity guide.