Onboarding Employee Details Fields
The following table provides descriptions for the fields shown on the Employee Details page.
Users with View permissions can use this page to see details for new hires who have started the onboarding process. To access this page, open the Onboarding Dashboard ( ), and select the new hire's name from the Employee column. See Create and Manage Hiring Locations for details on permissions.
|Onboarding Profile||The onboarding profile currently assigned to this new hire. Onboarding profiles determine which tasks the new hire will complete during the onboarding process and are initially assigned when you send the onboarding invitation. To assign a different onboarding profile to a new hire, select the Change Profile button.|
|Hiring Location||The hiring location currently assigned to this new hire. Hiring locations are typically associated with onboarding profiles and determine which users can access the new hire's information. To assign a different hiring location to a new hire, select the Change Profile button.|
|Change Profile||Allows you to modify the onboarding profile or hiring location
currently assigned to this new hire. When making
selections in the Change
Onboarding Profile pop-up window, note the following:
|The new hire's email address as entered in the onboarding invitation.|
|Date Sent||The date that the onboarding invitation was sent to the new hire.|
|Access PIN||The access code that the new hire must use to log in to your onboarding site. This PIN is generated automatically when you send the onboarding invitation.|
|Current Status||The employee's current onboarding status.
|Expected HR Ref||Allows Onboarding Admins to enter a specific HR reference number for a new hire. This number is then skipped if you select Auto Generate HR Ref when initializing new hires to Vista.|
|Expected Hire Date||If you know the date you expect to officially hire the employee, enter it here. This prefills the hire date when the employee is initialized to Vista.|
|Rehire Employee||For rehired employees, this field allows you to link the new
hire's record to an HR Resource record.
|Initialize to Vista||Allows users to create a new HR Resource record for a new hire or update an existing one, if this employee is a rehire. See Initialize a New Hire to Vista for details.|
|Notes||Allows users to enter internal notes that are shared among users with access to the new hire's record.|
|Send Reminder||Sends an email to remind the new hire to complete onboarding tasks. This email includes a link to the Onboarding welcome page and login information.|
|Archive / Delete Employee||
|Export Completed Tasks||Allows users to download all completed onboarding tasks for this new hire to a zipped file folder.|
|Personal Information||Allows users to view the personal information that the new hire entered during onboarding.|
|Voluntary Self-Identification||Allows users to view voluntary self-identification information that the new hire provided during onboarding. This section displays only if the Voluntary Self-Identification form was added to the Onboarding profile.|
|Task Tracker||Allows users to view all onboarding tasks assigned to this new
hire, including Forms I-9 and W-4 if those were included in the
|Add Step||Allows you to add tasks for the new hire to complete during onboarding.|
|Remove / Reset||Select remove to remove an onboarding task from this new hire's list. Select reset to clear the form.|