Send an Onboarding Invitation
Send onboarding invitations to new hires to allow them to complete digital onboarding documents from your portal. Only those with permission to Invite or Initialize will be able to do this process.
- Select .
Select New Onboarding
The Send Onboarding Invitation pop-up window opens.
- The first field relates to rehired employees. If the employee is a rehire, enter the employee name or number as shown in the HR Resource Master in Vista. You can also link rehires to a Vista record on the Employee Details page.
Enter the new hire's First
Name, Last Name, and
You cannot send the invitation without this information.
Select an Onboarding
Profile for the new hire.
The profile determines the tasks and documents that the new hire must complete during onboarding and the users who can view the new hire's details on the Onboarding Dashboard. See Set Up Onboarding Profiles for details.Note: The I-9, W-4, and Voluntary Self Identification form can only be added through the Onboarding profile.
- To add tasks for this new hire to complete, choose a task from the Add Step drop-down, and then select +Add.
To remove a task, select the
remove option for that task.
Note: Required tasks cannot be removed from the invitation, but they can be removed from the Employee Details page.
- When you have finished setting up the invitation, select Send.