Viewing OnBoarding Activity Statuses as a Manager

Managers access the OnBoarding Activities and OnBoarding Status pages from the Related Actions menu. The Related Actions button appears next to your employee’s names on fluid pages (such as My Team, eProfile, Org Chart/Company Directory, Employee Snapshot, and Total Rewards)). The OnBoarding Status item displays in the Related Actions menu when the employee has an OnBoarding process open. If there is not an OnBoarding process initiated by the employee, this option is not available in the menu.

This example illustrates the Related Actions menu when the OnBoarding Status item is available.

For more information about related actions, see Related Actions for Manager Self Service Pages.

Use the OnBoarding Activities page for managers (HR_OBD_ST_LIST_FL) to view the status of OnBoarding processes started by your employees. You can select an individual OnBoarding activity guide to view the status for the respective OnBoarding process.

Navigation:

Select the Related Actions button next to one of your employees and select the OnBoarding Status link.

This example illustrates the card view on the OnBoarding Activities page for managers.

This example illustrates the grid view on the OnBoarding Activities page for managers.

This video demonstrates Fluid OnBoarding Activities page for managers feature:

Video: Image Highlights, PeopleSoft HCM Update Image 24: Addition of Manager View of OnBoarding

When employees and contingent workers with multiple jobs begin several OnBoarding event processes, managers will be directed to this page to select the appropriate job transaction. The OnBoarding Activities page for managers is displayed only if the worker has multiple jobs and has executed multiple OnBoarding templates. If the worker has only one job (or uses the same OnBoarding template for the multiple jobs), the OnBoarding Status item from the Related Actions menu will directly launch the OnBoarding Status Page (for Managers) and not show this page.

The page displays the job title that initiated the trigger for the OnBoarding process. Managers will also see the OnBoarding templates the worker is completing along with the status for each process.

Click a card or row to access the OnBoarding Status Page (for Managers) for that OnBoarding template.

Use the OnBoarding Status page (HR_OBD_STATUS_FL) to view a worker’s progress for an OnBoarding process as a manager.

• Click the OnBoarding Status options from the Related Actions button next to the employee’s name.

• Select a job transaction card or row from the OnBoarding Activities Page (for Managers) when an employee has multiple OnBoarding transactions active.

This example illustrates the grid view on the OnBoarding Status page.

The header of the page displays the employee and OnBoarding template for the job transaction he or she is completing.

Use this page to view a summary of the steps the employee has not started, visited, completed, or may be overdue.

Administrators use the OnBoarding Status Page (for Administrators) to view the status of a worker’s OnBoarding process. Depending on the setup, administrators also have the ability to mark individual steps as Complete or delete or complete an entire OnBoarding process.