Contents of the Onboarding Details Screen

The Onboarding Details screen contains the following sections.

Documents Section

This section of the Onboarding Details screen displays a table with the following columns.

Column Description
Name The name of the document that was sent to the candidate.
Type The type of document sent, for example Form or Document.
Due Date The date the form must be completed.
Date Sent The date the document was sent to the new hire.
Completed The date the document was completed.
Routing History This column displays the dates when a document is sent and to whom.

The Complete on Behalf of Candidate link in this column allows you to access the document and complete any requested information for the individual. This step can be very useful for candidates that have limited access to the internet.

You may also have the option to complete the I-9 Form’s Section 2 or 3. See I-9 Form Document Completion.

Route Documents This column allows you to route the document to a group of recipients or to a specific email address.
Actions This column displays the available options for the document. Click to view the onboarding document. Click to route the document to a group of recipients or to a specific email address. If the Edit Completed Onboarding feature is enabled for your user group, click to edit completed onboarding forms. You can also archive duplicate onboarding documents and forms.