Viewing a record: Overview
The new hire's name will display across the top of the record. In addition, the record will display the new hire's email address, assigned Customer, a unique identifier, as well as the status of the record.
Each new hire record includes three main tabs: Overview, Assignments, and Questionnaires. Let's start with the Overview. This page displays Onboarding Information, Notification History and Data Transmission History. The Onboarding Information identifies the following:
- The Summary area displays the new hire's position and request information.
- The Contact Information area is where you can view and/or assign staff who will be responsible for different areas of the onboarding process for this new hire.
- The Assignments area displays and tracks the number of tasks, forms, and documents assigned to the record.
Next, we'll view the Notification History page.