Using the Onboarding Portlet
The Onboarding portlet is available to all roles including the Employee Center role. If you do not see the portlet on your dashboard, see Setting Up the Onboarding Portlet.
In the Employee Center, if a lock icon appears beside the word Home on the dashboard and the portlet is missing, contact your administrator.
With the Onboarding portlet, you can perform activities on the following tabs:
My Plan
The My Plan tab is only available when the employee is first assigned an onboarding plan. The contents of the tab dynamically changes depending on the employee’s progress.
Colored badges appear in the top left corner when a plan activity is due today, due tomorrow or overdue.
To complete your onboarding plan:
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On the Onboarding portlet, select the My Plan tab.
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Depending on your progress, click Start Onboarding or Continue Onboarding to open the Onboarding Plan page.
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Check the box next to the task name of every task you complete.
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Click the Save button. The green progress bar extends to the right, providing a visual cue of your progress.
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To return to the home dashboard, click the Back button.
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Repeat steps 1 to 3 until all activities are marked complete.
After all activities are complete, the Onboarding Plan page automatically closes and returns you to the Onboarding portlet.
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Click on Dismiss Plan to hide the My Plan tab.
My Tasks
The My Tasks tab is always available and shows tasks assigned to you as part of another employee’s onboarding plan. Colored badges appear under the Due Date column for tasks that are due today, due tomorrow or overdue.
To update the status of your tasks:
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On the Onboarding portlet, select the My Tasks tab.
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To open the Onboarding/Offboarding Plan page, click on a task name.
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In the Task Status column, select a status from the list.
Task Status
Description
Notes
Not Started
All tasks are set to this status by default.
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In Progress
Select this status for tasks that you have started to work on.
The assignee status changes back from Not Started to In Progress if one or more task statuses are set to In Progress or Completed.
Completed
Select this status for tasks that you have accomplished.
The assignee status changes to Completed after you have set all task statuses to Completed.
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Click Save.
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(Optional) To view a list of all your tasks, click View All Tasks.
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(Optional) To view a list of all completed tasks, click View Completed.
New Hires
The New Hires tab is always available and shows up to five of your organization’s newest employees in the last 90 days. To view the new employee’s profile, click their name. To send a welcome email, click the envelope icon beside the Say Hi! greeting on the right column. Employees with no email addresses saved on their employee records do not have the icon so you can not send them an email greeting.
Guidelines for the Onboarding Portlet
Read these guidelines to maximize your use of the portlet:
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The portlet currently supports only one onboarding plan. After you complete and dismiss your onboarding plan, the My Plan tab is permanently hidden. If you are given a new onboarding plan, the activities on that plan will appear in the My Tasks tab.
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After you dismiss a plan, you can still view your plan using your Employee Center – Home Links. You can also view it by clicking View Completed in the My Tasks tab.
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All onboarding plan tasks, including required and optional activities, must be marked complete for the plan to set itself as complete.
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The My Tasks tab lists a maximum of five tasks. However, the tab shows the total number of assigned tasks beside the words My Tasks.
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After clicking a new employee’s name, the employee record information available depends on your current role’s permission level and restrictions.
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To send a welcome email from the New Hires tab, ensure that you have a valid email application installed in your device. Your operating system must also recognize this application as your device’s default email client.