Initialize Onboarding Records to Spectrum

Send onboarding records to Spectrum to complete the new hire's setup.

During the initialization process, Onboarding sends new hire information collected via Form W-4 and Form I-9 (U.S. employees) or the TD1 form (Canadian employees); the new hire's personal information; any voluntary self-identification details that the new hire provided; and payroll-related details that a Hiring Manager enters as part of the onboarding process.

Note: The Spectrum integration is configured in the Trimble Construction One Admin Center. If you have questions about the integration setup, contact your administrator.

HR specialists must have the appropriate profile group permissions to initialize records to Spectrum.

From the home page, in the Onboarding section, select New Hire Dashboard.

Note: Alternatively, select in the upper left corner of the home page, and select HR Management > New Hire Dashboard.
Select a new hire's name.

The New Hire Details page opens.
Ensure that the new hire's personal information is correct.
Enter or verify required Spectrum details, including the new hire's assigned company, tax withholding, and other pay-related information.
Complete any remaining tasks in the Task Progress area.
Tasks that require HR attention display with an orange check mark. Tasks that require new hire action display with a red asterisk.
Select Initialize to Spectrum.

Note: The Initialize to Spectrum button is available only if the new hire has submitted all required tasks and a Hiring Manager or HR Manager has entered all required Spectrum Details.
Review the new hire's record in Spectrum.
For new hires, a new Payroll record is created in Spectrum during initialization. For rehired employees, the existing Spectrum Payroll record is updated.

Initialize Onboarding Records to Spectrum

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