Onboarding (Transitions) Administration Menu
The Onboarding (Transitions) Administration menu allows system administrators to fully configure the Onboarding (Transitions) product.
The Onboarding (Transitions) Administration menu is accessed via the Configuration menu and allows system administrators to configure the following elements:
| Item | Description |
|---|---|
| Settings | Configuration of Onboarding (Transitions) settings. |
| Documents | Configuration of text documents and file-based documents that can be added to content pages and message templates. |
| Processes and Task Definitions | Configuration of processes and task requests to be sent to any person involved in an Onboarding (Transitions) process. |
| Content Pages | Configuration of content pages including adding HTML and PDF documents and assigning Organizations, Locations and Job Fields (OLF). You can also upload images to include in HTML documents. |
| Correspondence | Configuration of message templates. |
| User-defined Forms | Configuration of user-defined forms to be filled by various persons involved in a process. |
| User-defined Fields | Configuration of fields and selections. |
| Services | Configuration of services provided by partners. |
| Product Resources | Display of resource ID. Only "Support" users can access this feature. |
| Synchronization Tool | Copies administrative objects such as user-defined fields, user-defined forms, message templates, tasks, conditions, and processes from Legacy Onboarding to Onboarding (Transitions). |
Configuration
The Access Administration permission is required to access the Configuration menu.
| User Type Permission | Location |
|---|---|
| Access Administration | Configuration > [SmartOrg] Administration > User Types > Recruiting >Administration |
There is no specific permission to access the Onboarding (Transitions) Administration menu. If a user is granted a permission in the Onboarding (Transitions) Administration category such as Manage user-defined forms to display and collect data, the user will be able to access the Onboarding (Transitions) Administration menu (Configuration > [SmartOrg] Administration > User Types > Recruiting > Onboarding (Transitions) > Administration). Note that there are two ways to access the Onboarding (Transitions) Administration menu: from the Configuration menu and from within the Onboarding (Transitions) Center, via the Quick Access panel.