Setting Up the Onboarding Portlet
You can customize your dashboard to include an Onboarding portlet. The Onboarding portlet can show up to three tabs showing your onboarding plan, your assigned tasks and newly hired employees in your organization.
You can perform the following on the Onboarding portlet:
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Track the progress and due dates of activities on your onboarding plan
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Mark onboarding plan activities complete
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View your total number of pending assigned tasks
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Monitor tasks with approaching due dates
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Open a link to an assigned task to update its status
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View your company’s recent hires
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Open a link to view a new hire’s employee record or send a welcome email
To set up your Onboarding portlet:
You should use the portlet in either the wide or narrow areas of the one or two column dashboard layouts. Avoid using the portlet in the narrow areas of the three column dashboard layout.
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Click Personalize in the upper-right corner of your dashboard or use the Personalize Dashboard link in the Settings portlet.
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On the SuiteApps tab, click the Onboarding icon or drag it onto the dashboard.
To ensure a uniform onboarding experience for employees using the Employee Center role, enable the Employee Center Dashboard Publishing feature. This feature allows you to publish a standard Employee Center dashboard for all Employee Center users in your organization. All Employee Center users see the same dashboard layout and portlets when they log in to NetSuite with their Employee Center Role. For more information, see Employee Center Dashboard Publishing Feature.
To perform activities on the Onboarding portlet, see Using the Onboarding Portlet.