Working with OnBoarding Templates

The Activity Guide Composer uses fluid pages to create templates that identify the steps a user should take to perform a transaction or process. You will use the Activity Guide Composer - Templates component to define the activity guide layout, assign a category, identify the security roles that can access the OnBoarding templates and activity guides, identify actions the user can take, and identify the steps that a new employee would need to complete during the OnBoarding process.

Delivered OnBoarding Templates and Steps

All delivered templates use the vertical non-sequential layout that has the navigation steps appear in the left panel of the page.

The following table lists the delivered, ready to use, OnBoarding activity guide templates and their corresponding page steps:

Template List of Page Steps

OBDPRBD – Standard PreBoarding

  • PreBoarding Instructions

  • OnBoarding Instructions

  • Welcome

  • PreBoarding Document Acknowledgement

  • OnBoarding Document Acknowledgement

  • Attachments

  • Personal Details

    • Verify Name

    • Photo

    • Verify Addresses

    • Verify Contact Details

    • Marital Status

    • Emergency Contacts

  • PreBoarding Summary

  • Overall Summary

See also Understanding the Delivered Standard PreBoarding Activity Guide Steps.

OBDSTND – Standard OnBoarding

  • Before you Start

  • Welcome

  • Attachments

  • Personal Details

    • Verify Name

    • Photo

    • Verify Addresses

    • Verify Contact Details

    • Marital Status

    • Emergency Contacts

  • Summary

See also Understanding the Delivered Standard OnBoarding Activity Guide Steps.

OBDMULT – Standard Multi-Participant OnBoarding

Available to the employee:

  • Before you Start

  • Welcome

  • Attachments

  • Personal Details

    • Verify Name

    • Photo

    • Verify Addresses

    • Verify Contact Details

    • Marital Status

    • Emergency Contacts

  • Summary

Available to the manager:

  • Before you Start

  • Checklist

See also Understanding the Delivered Standard Multi-Participant OnBoarding Activity Guide Steps.

OBDCAN1 – OnBoarding for CAN

  • Before you start video

  • Welcome

  • Documents

  • Attachments

  • Personal Details

    • Verify Name

    • Verify Additional Information

    • Photo

    • Verify Addresses

    • Verify Contact Details

    • Marital Status

    • Emergency Contacts

  • Talent Profile

    • Competencies

    • Licenses and Certifications

    • Degrees

  • Benefits

    • Dependent/Beneficiary Info

    • Benefits Enrollment

  • Payroll

    • Direct Deposits

    • Tax Withholding

    • Voluntary Deductions

    • T4/T4A Consent

    • RL1/RL2 Consent

  • Summary

See also (CAN) Understanding the Delivered OnBoarding for Canada Activity Guide Steps.

OBDUSA1 – OnBoarding for USA

  • Before you start

  • Welcome

  • I-9

  • Disability

  • Veteran Status

  • Ethnic Groups

  • Documents

  • Attachments

  • Personal Details

    • Emergency Contacts

    • Marital Status

    • Verify Additional Information

    • Verify Addresses

    • Verify Contact Details

    • Verify Name

    • Photo

  • Talent Profile

    • Degrees

    • Competencies

    • Licenses and Certifications

  • Benefits

    • Dependent/Beneficiary Info

    • Benefits Enrollment

    • ACA 1095-Consent

  • Payroll

    • Direct Deposits

    • Tax Withholding

    • Voluntary Deductions

    • W-2/W-2C Consent

  • Summary

See also (USA) Understanding the Delivered OnBoarding for USA Activity Guide Steps.

Considerations for Configuring Templates with PreBoarding and OnBoarding Steps

The following are guidelines for the template configuration based on the organization’s scenario:

Processing Scenario Category/Template Requirements

All steps can be completed during either the PreBoarding or OnBoarding phase.

  • No steps should be defined with the PROCESS_TYPE parameter.

  • Include the Summary step.

Some steps should be completed during the OnBoarding-only phase. All others can be completed at any time.

  • Add PROCESS_TYPE=O to the OnBoarding-only steps.

  • Include the PreBoarding Summary step.

  • Include the Summary step.

Some steps should be completed during the PreBoarding-only phase. All others can be completed at any time.

  • Add PROCESS_TYPE=P to the PreBoarding-only steps.

  • Include the Summary step.

Some steps should be completed during the PreBoarding-only phase and some should be completed during the OnBoarding-only phase.

  • Add PROCESS_TYPE=P to the PreBoarding-only steps.

  • Add PROCESS_TYPE=O to the OnBoarding-only steps.

  • Include the PreBoarding Summary step.

  • Include the Summary step.

The PeopleSoft HCM system delivers the OBDPRBD template as an activity guide that supports both PreBoarding and OnBoarding phases. When using this activity guide template, a person accessing the activity guide process prior to the first day of employment will see those steps that are marked for PreBoarding-only as well as those that have no designation. On the first day of employment and after, the person will see those steps marked as OnBoarding-only and those without any designation. If the person did not complete a required PreBoarding-only step it will also appear.

Important:

You must always start the OnBoarding activity guides from the delivered OnBoarding Activities Tile (for Employees). The creation of the activity guide instance includes special processing that is mandatory for the successful transition between the PreBoarding and OnBoarding phases.

Setting Up Templates for Multi-Participant Users

The PeopleSoft application delivers the OBDMULT (Standard Multi-Participant OnBoarding) template, which provides tasks for the employee as well as tasks for the manager to complete for the employee's OnBoarding process. This template is already configured with the following.

  1. The Enterprise Components: Activity Guide Composer - Security Page includes the following roles:

    • Administrator: OnBoarding Administrator

    • End User: OnBoarding Employee

    • End User: OnBoarding Manager User

    Note:

    The End User roles for the employee and manager user should match the Employee Role and Manager Role defined on the OnBoarding Installation Page.

  2. The Enterprise Components: Configure Attributes Page includes the OnBoarding Manager assignees for the following steps:

    • Before you Start

      This example illustrates the Assignees for the Before you Start step on the OBDMULT template.

      Assignees for the Before you Start step on the OBDMULT template

    • Manager Checklist

      This example illustrates the Assignees for the Manager Checklist step on the OBDMULT template.

      Assignees for the Manager Checklist step on the OBDMULT template

    Note:

    For the delivered OBDMULT template, the Hide Steps option is selected to hide steps for a user when not assigned to him or her. With this option selected, users will only see the steps for which they need to take action.

You will need to perform the following additional tasks for templates that use multi-participants:

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