Deltek Talent Management

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Complete Step 10: Onboarding

Follow these steps to complete step 10: Onboarding.

To complete step 10:

  1. In the Onboarding section of the form, complete the relevant fields in the form. The fields include the following:
    Field Description
    Use Onboarding Select this check box to enable onboarding for the recruiting workflow. If you leave this unselected, onboarding is skipped for this recruiting workflow regardless of what other options are selected in this step.
    Allow Recruiter to Add Documents Select this check box to allow recruiting users to add other documents to an onboarding package for a new hire. If you leave this unselected, the recruiting user can use only pre-assigned documents in the recruiting workflow and the onboarding bundle.
    Require Letter to be Sent to New Hire Select this check box to require recruiting users required to send a letter to new hires during the onboarding process. If you leave this unselected, a recruiting user can skip this step regardless of whether you have selected a letter template in the Select Letter to Send to New Hire section.
    Display Tax Credit Screening Questionnaire Invitation Select this check box to allow recruiting users to invite a job seeker to complete a questionnaire determining whether or not your organization will receive a tax credit for hiring the new employee.

    This is a U.S.-specific feature and must be integrated with your application. Contact your Client Services Account Manager if your organization wants more information.

    Onboarding Documents Select documents from this multi-select text box. The options in this field are documents that were uploaded in the Document Library screen under the Onboarding section of the Administration screen. This list may include onboarding documentation for different countries to enable your organization to create a country-specific recruiting workflow.
    Dynamic Forms Select forms from this multi-select text box. The options in this field are documents created in the Dynamic Forms screen under Administration > Global Settings > System Administration.
  2. In the Global Templates column of the Select Letter to Send to New Hire section of the form, select the radio button next to the template that you want to select.
  3. Click the template name to view the contents of the letter.

    If you selected the Require Letter to be Sent to New Hire check box, then this is the letter that is automatically sent to new hires when recruiting users begin the onboarding process.

  4. If applicable, select the Request Return Receipt check box to generate an automatic notification address to recruiting user when the recipient receives the letter.
  5. If applicable, select the Allow User to Select Letter During Onboarding Process check box to allow recruiting users to choose a different letter other than the pre-configured default letter.
    Note:

    This is a U.S.-specific feature and must be integrated with your application. Contact your Client Services Account Manager if your organization wants more information.

    If you select both this check box and the Require Letter to be Sent to New Hire check box, but did not select a global template under Select Letter to Send to New Hire, then clicking the Save button at this point will result in an error message.

  6. In the New Hire Notification Recipients section of the form, make your selection for the following fields, if applicable:

    • Recipient: This drop-down list displays previously-created onboarding recipient lists. Recipient lists can contain one or more employee or external individual.

    • Letter to Send: Select the letter template from this drop-down list.

  7. If applicable, select the Allow User to Create Notifications During Onboarding Process check box to allow recruiting users to create their own notification rather than the default notification associated with workflow.

    Enabling this feature also allows recruiting users to override the default recipient list.

  8. Click Add Notification to select an additional recipient lists and a letter templates.

    This feature allows your organization to send the same notification to one or more recipient lists.

  9. Click D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\Delete Message.gif to delete a notification from the New Hire Notification Recipients table.
  10. Take one of the following actions:

    • Click Save to save the workflow in its current state and add it to the table of workflows on the Workflos screen.

    • Click Save as Draft to save the workflow in your Drafts section of the Workflows screen.