Onboarding Dashboard Fields
The following table provides descriptions for the fields shown on the Onboarding Dashboard.
|Defaults to All Profiles, or users can filter the grid by employees assigned to a specific profile.
|Defaults to new hires whose forms are
Pending & Submitted. Users can see only
those profiles assigned to their hiring locations.
|Allows you to search by new hire name and email address.
|Grid Layout button
|Allows you to change the available fields, and
column size, order, and grouping.
|Allows you to send corrected I-9 forms to each selected new
hire's HR Resource record in Vista within a specified period of time.
These forms display as Corrected_I9.
Note: Only the Onboarding Admin can access this feature.
|New Onboarding Invitation
|Allows you to send an invitation to begin the onboarding process. See
Onboarding Invitation for details.
Note: This option is available only to users who have Invite permission for the hiring location. these users must have the new hire's name and employee address in order to send the invitation. he Onboarding Admin can access to this feature.
|Hiring Process Builder
|Allows Onboarding /ATS Admins to access the Hiring Process Builder where they can Create Hiring Locations, Create Document Templates, Create Custom Tasks, and Set up Onboarding Profiles.
|Allows users to access the Employee Details page for a new hire in
order to review completed tasks, complete the HR steps for Forms I-9 and
W4, add notes, complete internal tasks, and, for users with permission,
initialize the new hire record to Vista.
Note: This option is available only to users who have View permission for the hiring location.