Monitoring Processes in Onboarding (Transitions) Center

Process

A process is a series of steps typically performed by multiple stakeholders for a single person. All necessary steps must be completed before the process gets completed.

An organization can use any number of processes to serve a variety of populations. Processes can be tied to organizations, locations and job fields (OLF) so that the right process is available for candidates/new hires in the intended group. For example, the onboarding process at a corporate office might be very different from one at a field office. An organization might also have processes for electronic offer, prehire, promotion, relocation or offboarding processes to name a few other examples. A single process can involve numerous stakeholders such as a human resources manager and a hiring manager in addition to the candidate or employee.

A process includes steps, usually dozens of steps, and each step is built upon only one single task. In a single process, multiple steps might be configured to be assigned concurrently or a task might have to be completed before the process can continue.

"Transitions" exist between steps. For example, a process might require that the “Complete personal information” task is to be performed before the “Send thank you correspondence” task. This "transition" would guarantee that you will have the new hire's information needed to populate the correspondence.

Different processes specific audiences according to Organizations, Locations and Job Fields. One interesting thing about supervisors is that they can be multiple people at once (this is different from the single process owner). This means that a big team of coordinators or HR specialists can all share the responsibility to monitor a whole group of their candidates' processes, to send reminders or reassign or execute tasks when any delays occur.

Step

A step is the "envelope" in which a task gets assigned to participants..

A process contains steps. Steps are created for each process and they are the "container" for tasks (a task can be reused in the same process or across different processes). A step provides information about the assignee and sequence of tasks. Business logic ensures that the work to be done is routed correctly between steps.

From the point of view of the Onboarding (Transitions) administrator, the same task can be used in different steps and a task must be placed in a step if it is to be used in a process.

From your point of view as an Onboarding (Transitions) Center user, you can consider a step and a task to be essentially the same thing with one exception. If you have the permission required to view processes, you also view the names of all the steps in processes. To view details about the unit of work that is assigned, you require the additional permission to view tasks.

Tasks are assigned in a sequence to you or to others and these tasks are always "contained" within steps. Occasionally there are routing steps, which are placeholders that have no content, that serve to push the workflow along to the next step. Occasionally, there might be subprocesses, which are collections of tasks with assignees with logic between each subprocess but that appear as a single-line item in the list and as a single box in the preview diagram.

Assignee

In Onboarding (Transitions), the work in a step's task can be assigned to one person or to a number of people.

If one person is assigned, then this person must complete the task. If the person fails to do so (even after configurable reminders are emailed to him/her) then the process owner and/or supervisor might be able to execute the task or reassign it to other people.
If more than one person is assigned, any of those people can complete the task. It appears on each person's open task list. As soon as someone completes the task, it is no longer displayed on any open task lists and is displayed only in Completed lists.

Processes List

The Processes section in the Onboarding (Transitions) Center lists all candidates and employees who are or who were involved in a process that your user type permissions allow you to view.

Processes serve the purpose of assigning the right tasks to the right people at the right time. The Processes list shows candidates and employees who are and/or were assigned to a process. For each candidate and employee, the list also includes the corresponding process name, job title, start date and current process status. The progression column indicates the progress of each process (expressed as a percentage) toward completion. The progression bar is green if the due date of all related "In Progress" tasks has not been exceeded. The bar is red if the due date of any related "In Progress" tasks has been exceeded.

As soon as a process is started (i.e. "In Progress" status), either in the Recruiting Center or through Taleo Connect, the person's name, process and other information are displayed in the Processes list.

The candidates and processes displayed are dependent on the filter you apply in the Processes section and the filters available for selection are dependent on your user type permissions.

Each row contains the following information regarding the candidate or employee and the corresponding process.

Process List Columns
Column	Description
Candidate/Employee	The candidate or employee who is in a process.
Process	The process involving the candidate or employee.
Job Title	In the case of a candidate, the job title is the one recorded in the requisition. In the case of a new hire or employee, the job title is the position held by the person.
Start Date	The candidate start date as specified in the offer.
Status	The current status of the process. Statuses are: In Progress, Pre Start Date, Post Start Date, Delayed, Suspended, Completed, Canceled, New Hire.
Progression	The progression bar is an approximation of the percentage of tasks completed in the process. The bar is divided into 10 blocks, each representing 10% of the total number of tasks in the process. Blocks have no color or are green or red. A progression bar that has no colored blocks indicates one of the following things: that the current date is later than the due date of the first task in the process; that less than 10% of the tasks have been completed; that the process was canceled. Green blocks indicate that the current date does not exceed the due date for uncompleted tasks. Red blocks indicate that the task whose current status is "In Progress" has not been completed and the current date exceeds the due date of the task. Consequently, the process is behind schedule. Two criteria are used to calculate the numerical representation of task completion (e.g. 25%): the number of uncompleted tasks compared with the total number of tasks in the process; the duration of each task—tasks that take longer to complete being weighted more than tasks that take less time. If a process includes tasks that do not apply to a particular candidate or employee (for example, location-specific forms), the process is typically configured to advance in spite of these irrelevant tasks. These tasks are considered to be incomplete tasks in the calculation of task completion. As soon as the last relevant task in the process obtains "Completed" status, however, task completion changes automatically to 100%.

The list can be filtered by type of process.

Process Type
Type	Description
Pre-Hire Validation	Process that prepares for a candidate who the organization plans to hire. A process of this type could be created to obtain additional information from candidates that was not obtained from the candidate profile or interviews, for example.
New Hire	Onboarding process that ensures that everything is in place such that a new hire becomes productive quickly.
Offboarding	Process that ensures that all tasks related to the termination of an employee's employment at the organization are performed.
E-Offer	Process suitable for complex electronic offers (online offers). Some organizations might use E-Offer flows that require multiple approvers, for example.

The list can be further filtered by the status of the process.

Refine by
Status	Description
All	Displays all Onboarding (Transitions) processes to which the user has access.
In Progress	Displays Onboarding (Transitions) processes that are in progress and to which the user has access.
Suspended	Displays Onboarding (Transitions) processes that were interrupted and to which the user has access.
Completed	Displays Onboarding (Transitions) processes that were completed and to which the user has access.
Canceled	Displays Onboarding (Transitions) processes that were canceled and to which the user has access.
Pre Start Date	Displays Onboarding (Transitions) processes that have started and for which the Job Start Date has not yet arrived.
Post Start Date	Displays Onboarding (Transitions) processes that have started and for which the Job Start Date is in the past.
Delayed	Displays Onboarding (Transitions) processes that were delayed. A process has Delayed status when the current task was due before the current date and has not been completed.
Keyword	Retrieves Onboarding (Transitions) processes that have the word in the New Hire, Process or Job Title fields.
New Hire	Searches for new hires by name.

You can click a candidate name in the Processes section to view the process details such as the process owner, process steps and attached files.

Process Page

The Process page displays information about the candidate, new hire or employee, in particular detailed information regarding the associated Onboarding (Transitions) process and files.

The Process page contains up to five sections. These sections are:

General Information
Process
Steps
System Documents (depending on your user permissions)
History

The General Information section contains information about the candidate, new hire or employee: phone number, email address (if the person has one), job manager name and job start date. A Details link might also be available in this section if your organization uses such a configuration. Clicking the link displays a read-only form containing various fields about the candidate or employee. These fields were chosen by your Onboarding (Transitions) administrator.

The Process section displays the process to which the candidate or employee is associated, the process supervisor, the start date of the process, and the percentage of the process completed. You can share, suspend, restart or cancel the process, or view a preview of the process.

The Steps section shows closed steps, remaining steps to be completed and the people responsible for completing a step. If the step is in progress, the section shows the date the step is due, based on the duration configured by the Taleo Onboarding (Transitions) administrator for the task associated with the step. You can click a step to view step details and from there perform actions related to the step.

With the appropriate user type permissions, you can view the System Documents section. This section displays a list of PDF files associated with the candidate or employee and the process. These documents can be printed individually, printed in a batch, or exported from Taleo Onboarding (Transitions).

Finally, you can create and send correspondence from the Process page.

The History section is a log of actions taken on sections of the Process page, as well as the task completions and errors for each step in the process.

Processes Section of Process Page

The Process section on the Process page displays general process information regarding the candidate or employee.

You can perform a number of actions on processes provided you have the relevant user type permissions.

Process Actions
Action	Description
Preview	Displays a graphical representation of the process steps. See Process Preview.
Share	Shares the process with another user. Users with whom a process is shared become supervisors.
Revoke Sharing	Removes a supervisor.
Suspend	Suspends a process. All related tasks that had In Progress status now have On Hold status instead. These tasks cannot be performed (hence cannot be completed) until the process is resumed.
Resume	Resumes a suspended process and all related tasks that had On Hold status while the process was suspended now have In Progress instead.
Restart	Cancels the running process and immediately restarts the process at step one for the candidate or employee. All information that was previously entered into Taleo Onboarding (Transitions) for this process is retained and no new information is taken from Recruiting. All onboarding forms that were completed before the process was restarted can be reviewed and updated if necessary, and submitted. See Restarting an Taleo Onboarding (Transitions) Process.
Cancel	Cancels the process and all related steps and tasks display the Terminated status. You can display the canceled process in the Onboarding (Transitions) Center by selecting Canceled from the Refine by list in the Processes section (and clicking Refresh). The "percentage-completed" immediately prior to cancelation of process is retained. The Processes progression bar displays no colors.
Delete	Deletes the process as it relates to the candidate or employee. Only completed or canceled processes can be deleted. In some cases, if the last process associated with a candidate, new hire or employee is deleted, the person's record is also deleted from Taleo Onboarding (Transitions). Record deletion is configured by the Onboarding (Transitions) administrator. Please contact the Oracle Taleo for more information.

Managing Processes

Filtering Processes

In the Onboarding (Transitions) Center, Processes section, click the Process Type list.
Click the filter you want to apply.
In the Processes section, click the Refine by list.
Click the filter you want to apply.
Click Refresh.

The list in the Processes section is updated such that only the candidates, new hires and employees that match your process type and status selections (and your user type permissions) are displayed.

Accessing a Process page

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.

The process page for the process in which the person is involved is displayed.

Working with Processes

Process Preview

The Process Preview feature allows Onboarding (Transitions) Center users to obtain a flow chart-like illustration of a process.

This feature provides users with an overall view of the process and of the relationships among its steps.

Element	Description
Start	Circle with arrow pointing to the right. "Start" is displayed in the circle.
End	Circle with arrow with dotted line pointing to the right. "End" is displayed in the circle.
Task	Rectangle.
Subprocess	Small rectangle inside of a larger rectangle.
Step	Rectangle.
Routing step	Light green box (this type of step cannot contain actions assigned to a participant).
Transition	Arrow. A thin arrow indicates there are no conditions. A thick arrow indicates there are conditions.

Previewing a Process

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
Click Preview.

Sharing a Process

The user you select requires a user type necessary for his or her role in the process.

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
On the Process page, click the Share link.
On the User Selector page, find the name of the new user you want to select.

You can use the Refine by and accompanying field to find the user more quickly.
Click the check box next to the name of the user you want to select.
Repeat steps 3 and 4 for each user you want to select.
Click Select.

The people with whom you shared the process will be able to view it and perform actions on it.

Revoking Sharing a Process

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
Click the Revoke Sharing link.
On the User Selector page, find the name of the new user you want to select.

You can use the Refine by and accompanying field to find the user more quickly.
Click the check box next to the name of the user you want to select.
Repeat steps 3 and 4 for each user you want to select.
Click Select.

The process is no longer shared with the user(s) you selected.

Suspending a Process

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
Click Suspend.

The process is suspended immediately.

All the tasks associated with the process that had In Progress status now have On Hold or Suspended status. They are no longer displayed in the Tasks section of assignees with the My Opened Tasks filter and the tasks cannot be completed until the process is resumed. Suspending a process also "stops the clock" with regard to task due dates.

The process can be resumed later.

Resuming a Suspended Process

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
Click Resume.

The process is resumed immediately and all tasks related to the process that had On Hold or Suspended status now have In Progress status. The tasks are displayed anew in the Tasks section of assignees with the My Opened Tasks filter. The "timer" resumes with regard to task due dates.

Canceling a Process

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
Click Cancel.
Click Yes.

The process is canceled and all the tasks associated with the process that had In Progress status now have Canceled or Terminated status. They are no longer displayed in the Tasks section of assignees with the My Opened Tasks filter. Tasks that had Completed or Not Started status retain their respective status.

To display the canceled process, select Canceled from the Refine by filter in the Processes section of the Onboarding (Transitions) Center.

The percentage-completed value immediately prior to cancelation is retained but the progression bar contains no color.

Deleting Onboarding (Transitions) Processes

Taleo Onboarding (Transitions) users who have the required permission can "delete" a process: its start date, completion date, status, task assignees, task completion status, etc.

If users have the "Delete processes that are completed or canceled" permission, and the process status is Canceled or Completed, the Delete button is displayed on the process details page.

In addition, the Onboarding (Transitions) administrator can configure a Taleo Onboarding (Transitions) setting such that processes that have been completed or canceled at least x days ago are permanently and automatically deleted from the database. This action does not delete other information such as values in candidate fields.

Deleting a Process

The process must have Completed or Canceled status.

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
Click Delete.
Click Yes.

The process is "deleted": all information about which tasks were completed and by which participants is removed from the system as well as process start and end dates and information about any PDF files attached to the process.

Information about the candidates or employees is not removed from the system however. The candidates' name and address, as well as values in all standard and user-defined fields remain available in the Oracle Taleo system. If candidates later apply for jobs, personal information that they updated on onboarding forms before the process was deleted remains in the system. The Onboarding (Transitions) administrator can remove all information related to old and completed processes and can remove candidate files entirely (those procedures is not described in this document).

Restarting a Process

In Taleo Onboarding (Transitions), you can restart Onboarding (Transitions) processes from the beginning (provided you have the necessary user type permission).

There is no way to make a correction to a task or form after the task or form has been submitted as part of a running Onboarding (Transitions) process (unless the process was configured to enable corrections to a form later in the process). If an error is committed at some point in the process, the latter can be restarted from the beginning from the Onboarding (Transitions) Center, the Recruiting Center, or using Taleo Connect.

To restart a running process in the Onboarding (Transitions) Center, users open the process details page and click Restart.

Whenever a process is restarted in Taleo Onboarding (Transitions), the process uses the most up-to-date information. The process starts at the beginning, assigning each task to the right participant(s). This typically means that the same forms will be assigned to the same people again. Fortunately, the system retains almost all the information the participants entered on forms they submitted. Most information regarding the candidate or employee, the requisition or the offer is retained. This means that most fields will already contain values when the assignees receive the form the second time as part of the restarted process. On the other hand, if a form contains fields that require information that is unique to a process (an electronic signature field, for example), assignees must reenter the information each time the form is presented.

There are three ways to restart an Onboarding (Transitions) process, each of which has a slightly different effect on the data that is stored in Taleo Onboarding (Transitions).

Restart the process from the Onboarding (Transitions) page. This action maintains all the existing information in Taleo Onboarding (Transitions) that had been used in the prior Onboarding (Transitions) process prior to restarting the process.
Start the process again from Recruiting after data was updated. The effect of this action is like undoing the changes that had been made in the Taleo Onboarding (Transitions) process prior to restarting the process.
Start the process again from Recruiting without updated data. The effect of this action is that only information about Assignment, Position and Application used in Taleo Onboarding (Transitions) will be reproduced in the new process.

Note:

If an Onboarding (Transitions) process is currently running for candidates or employees but the process has since been disabled by the Onboarding (Transitions) administrator, users cannot restart the process for those individuals. This is by design and is perhaps best explained by an example. Take the case of a new hire process that a Recruiting Center user starts for a new hire. Some time afterward, the organization decides to replace the process with a somewhat different one. Consequently, the Onboarding (Transitions) administrator disables the original process and enables the new process. The new hire, to whom the original process is still assigned, submits a form that contains an important mistake. Onboarding (Transitions) Center users and Recruiting Center users can still cancel the new hire's process. It is not be possible, however, to restart the original process because it was disabled by the administrator. For this reason, the Restart button is not be displayed on the process details page of the new hire in the Onboarding (Transitions) Center. The new process, or any other process the administrator enabled, can be started for the new hire from the Recruiting Center or using Taleo Connect.

Restarting a Process from the Onboarding (Transitions) Center

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee whose process you want to restart.
Click Restart.

Cancels the current process and immediately restarts it for the candidate or employee starting with the first step. All information that was previously entered in Taleo Onboarding (Transitions) for this process is retained and no new information is taken from Recruiting.

All onboarding forms that were previously completed prior to the restart can be reviewed, updated if necessary and submitted.

Working with Steps

Steps on the Process Page

The Steps section on the Process page lists all the steps in the Onboarding (Transitions) process.

Detailed information regarding the task associated with a step can be obtained on the Task page. When the Task page is displayed for a completed step, any related source is shown with information filled in about the candidate or employee. Additionally, notifications and reminders can be sent from the Task page. See Notifications and Reminders.

Steps
Column	Description
Name	Name of a step associated with the process. The name might be a link that leads the user to a page where the associated task can acted upon. The main actions that can be performed on a task are accessible from this link. Routing tasks are not displayed as a link.
Start Date	Date when the step was assigned and the step obtained In Progress status.
Due Date	Date by which the step must be completed. This date is based on the date the previous step was completed plus the amount of time that the Onboarding (Transitions) administrator specified was necessary to complete this step. Reminders can be configured based on the due date. If the task is not completed by the due date, the entire process is designated Overdue in the following places: Onboarding (Transitions) channel in the Recruiting Center Process filter in the Onboarding (Transitions) Center Progression bar in the Processes section in the Onboarding (Transitions) Center is displayed in red.
Status	Status of the step. Statuses are: Completed: The step was completed with success. In Progress: The step is assigned and ready to be completed. Terminated: The step was ended before normal completion. When the current task is impossible to complete or inappropriate, termination of the step is a way to enable the process to continue. A task (step) that is terminated is skipped and the assignees do not have to complete it. The next task(s) in the process are assigned to the corresponding assignees i.e. the process advances. Be mindful, however, that if the terminated task is a form intended to gather information to be used later in the process, the absence of that information might have undesirable consequences.
Assignees	Name of the actors, person or system who must perform the step.
Actions	Actions that are not accessible from the Task page and can be performed on the step, such as Terminate.

Sorting steps

In cases where a process is composed of a large number of steps, the list of steps in a candidate's or employee's process might span a number of pages in the Onboarding (Transitions) Center. To enable Onboarding (Transitions) Center users to find a step quickly in a long list of steps, sorting capabilities were added to the following columns: Name, Start Date, Due Date and Status.

To sort the list of steps by a column header, users click the corresponding column header (Name, Start Date, Due Date and Status). The list is resorted automatically to reflect the user's selection. In addition, users can click a column header repeatedly to switch between ascending and descending order.

Viewing a Task from a Step on the Process page

In the Processes section, click the name of the candidate or employee.
In the Steps section, click name of the step.

The Task page is displayed for that Step.

Terminating a Step

In the Processes section, click the name of the candidate or employee.
In the Steps section, locate the step you want to terminate and click the corresponding Terminate in the Actions column.

A message is displayed confirming that the step was terminated.

Working with System Documents

System Documents

Users who have the necessary user type and permissions can view, print and save locally PDF documents associated with a candidate or employee and listed in the System Documents section of a Process page.

The Onboarding (Transitions) administrator can configure PDF documents such that they contain personalized information about the current candidate or employee. In such cases, the data is dynamic: the documents display the latest data from fields in the Onboarding (Transitions) system. Each time the PDFs are accessed, information in these fields is updated and displayed in the document.

When a PDF task is assigned in an Onboarding (Transitions) process and any participant accesses the task, the PDFs (there can be one or more) become available automatically in the System Documents section of the Process page. In addition, Onboarding (Transitions) Center users can add PDF files from the Onboarding (Transitions) library on the process details page.

Attached PDF files can be saved locally individually or in a batch. You can print files individually and your organization might allow batch printing of files. These print and batch-print actions are recorded in the History section of the process.

System documents can be exported from Taleo Onboarding (Transitions) using Taleo Connect Client. For instance, an organization might want to export all of the completed non-disclosure agreement forms for all new employees in a department as soon as each onboarding process reaches the end of the first week. A consulting engagement would be required to create an automated nightly export of this personalized PDF from every employee's process, which could then be stored in a document management system or HRMS. Contact an Oracle Taleo consultant or your organization's client executive for more information.

System Documents
Column	Description
Name	Name of the PDF document.
Code	Unique identifier set by the Taleo Onboarding (Transitions) system administrator.
Size	Size of the document in kilobytes (KB).
Delete	Removes the PDF from the process's System Documents list.

E-Offer Letter PDF Attachments with the Advanced E-Offer Process

The Onboarding (Transitions) administrator can include in processes a task that starts automatically (and is transparent to both candidates and Onboarding (Transitions) Center users) after candidates accept or refuse an offer originating from an advanced E-Offer process. The task creates a PDF that includes the offer letter and a cover page. The offer letter portion of the PDF includes the candidate's full name, his/her decision, and the date and time the decision was submitted. The cover page can contain text, images, variables and branding. Provided they have the required permissions, Onboarding (Transitions) Center users can view and print the most recent advanced E-Offer letter and cover page PDF including the candidate's or employee's decision by accessing the System Documents section of the candidate's Onboarding (Transitions) process.

Attaching a System Document Manually

In the Processes section, click the name of the candidate, new hire or employee.
In the System Documents section, click Add.

The File-based Document Selector window is displayed.
Select the check box next to the document you want to add.

You can use the Refine by and accompanying field to find the file more quickly.
Click Select.

The PDF document is added to the System Documents section and it can be viewed, printed, saved locally or exported using Taleo Connect. If the document template included variables, the corresponding candidate or employee information is displayed in their place.

Viewing a System Document

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
In the System Documents section, click the name of the file you want to view.
Click the name of the PDF file.

The content of the PDF file is displayed in a new browser window. If the document template included variables, the corresponding candidate or employee information is displayed in their place.

The user can print or save the PDF file locally.

Deleting a System Document

In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
In the System Documents section, locate the file you want to delete and click the corresponding Delete.

The file name is no longer displayed in the System Documents section. The PDF file is no longer is associated with any personal information of the candidate or employee. The PDF file can no longer be exported by Taleo Connect for long-term storage. The PDF file remains available for selection in the File-based Document Selector window.

PDF Batch Printing

Multiple documents for a candidate or employee can be printed simultaneously provided your administrator has enabled this feature.

Batch printing of PDF documents enables Taleo Onboarding (Transitions) users to select PDF files associated with a candidate or employee involved in a process and print them as a single document through an Adobe product. When the feature is enabled, a check box is displayed next to each document in the System Documents list (provided this section is displayed on the Process page). Each page can display up to 15 file attachments. The number of PDF documents the user can select for batch printing depends on the maximum batch file size setting.

The system administrator sets the maximum batch file size. The default value is 10MB. If a PDF batch size exceeds the maximum size allowed, the system displays an error message. The error message indicates to the user that the limit has been exceeded and displays the size of the batch the user is attempting to print.

The PDF documents selected are combined into a single document and sent to either Acrobat or Acrobat Reader, depending on what is installed and configured on the user's computer. The Taleo Onboarding (Transitions) system creates a generic name for each combined file and opens the Adobe application so the user can print all documents selected at once. During the print session, Taleo Onboarding (Transitions) remains available for use.

A record is created in the History section of the Process page. The record includes the codes of the documents that were sent to the Adobe product for printing but does not show if printing was successful.

Printing PDF Documents as a Batch

Batch printing of PDF documents must be enabled by Taleo Support.

In the Processes section, click the name of the candidate or employee.
In the System Documents section, click the check box next to each document you want to print.
Click Batch Print.

Acrobat Reader is launched in a new browser window and the content of the PDF files is displayed. If the document templates included variables, the corresponding candidate, new hire or employee information is displayed in their place. You can print the documents, save them to another location or include them in an email.

Correspondence

Send Correspondence

Onboarding (Transitions) Center users can send immediate correspondence to candidates and employees and the action is tracked in the History section of the Process page.

The Send Correspondence link on the Process page enables users to send emails directly to a candidate or employee using the Onboarding (Transitions) Center. The message is tracked in the system and is associated with the recipient. The header is completed automatically with the recipient's email address and additional recipients can be added.

Sending Correspondence

In the Onboarding (Transitions) Center, Processes section, click the person's name.
Click Send Correspondence.
Complete the fields.
Click Continue.
Click Send.
Click Close.

The message is sent and the action is recorded in the History section of the Process page.