Dispay the Onboarding Specific Features Screen
Follow these steps to display the onboarding specific features screen.
To display the Onboarding Specific Features screen:
- In the Deltek Talent toolbar, click .
- In the Features. section, click
- Make your selection from the Select a Group drop-down list.
- Click to expand the section.
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Enable or disable onboarding-specific features by selecting or clearing the check box next to the following feature options:
Ad Hoc Onboarding Documents: This feature controls the ability to upload ad hoc documents during the onboarding process.
Document Signature Requirements: If enabled, the overall requirement that each document be signed by the New Hire will be changed to allow the selection of specific documents to be signed, or none at all, via Onboarding > Document Library.
This feature controls the ability to configure the Onboarding Welcome page that new hires see as they log on to Deltek Talent Management
Initiate Onboarding: Enabling this feature allows the user to Initiate Onboarding. Onboarding notifies the candidate there are documents the company wishes to have completed. Based on permissions and workflows, the user may or may not be permitted to select these documents for the candidate.
Manage Onboarding: This feature gives users/recruiters access to the page to manage new hires actively being onboarded.
Onboarding Bundle: This feature allows members of the group to create, edit, and delete onboarding bundles.
Onboarding Details: This feature allows recruiters and hiring managers to view the details of a new hire's onboarding session, including which documents have been routed and completed.
Onboarding Document Library: This feature allows members of the group to administer the onboarding document library.
Onboarding New Hire Checklist: This feature allows new hires to view their pending onboarding documents and to complete them electronically in the career center.
Onboarding Recipients: This feature allows members of the group to create, edit, and delete onboarding recipient lists.
Optional Onboarding: If enabled, clients will be able to configure whether each workflow should use onboarding or not. If a workflow is not configured to allow onboarding, the entire onboarding process will be skipped.
View All Onboarding Sessions: This feature grants the users in the selected group to access to view all onboarding sessions.
View Onboarding Document: This feature allows the user to view documents that are part of the Onboarding process. Documents are "static" and not completed online: they are viewed only but may allow the job seeker sign in acknowledgment.
View Onboarding Form: This feature allows the user to view forms that are part of the Onboarding process. Forms are those which may be completed online (or built dynamically).
Note:Additional Onboarding-specific features that are located outside the Onboarding section are as follows:
Internal Onboarding Form Completion Assignment: This feature allows members of the group to assign internal users to complete an Onboarding form. This feature is found under .
Onboarding Tasks Widget: This feature controls whether or not the Main Dashboard can display the new Onboarding Tasks widget. This feature is found under
.