Customize onboarding tasks for individual new
hires.
Hiring Managers can add or remove tasks for new
hires who already belong to a hiring profile but require supplemental onboarding forms
or training. Tasks may be added for new hires up until their
record is initialized to Spectrum. If the new hire has already
submitted forms, adding a new onboarding task returns the new hire's status to Working
on Tasks on the New Hire Dashboard.
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From the New Hire Dashboard, select a new hire's name in the grid.
The New Hire Details page opens, showing a summary of
the new hire's onboarding status, tasks, and progress.
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Under Task Progress, select
Add Tasks.
The Add Tasks window opens.
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Select the checkboxes for the tasks or forms that
this new hire must complete (for example, Personal Protective Equipment
Training):
Tip: You can use the
Search box
to search for a task by name.
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To have tasks display in alphabetical order for
the new hire, select all the tasks at once and then select
Update
Tasks.
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To have tasks display in a specific order, add
them one at a time. For example, if you want the Voluntary Self
Identification form to display before your Direct Deposit form,
select the Voluntary Self Identification form and then select
Update
Tasks. Then re-open the Add Tasks window,
select the Direct Deposit form and then select Update Tasks
again.
After you update tasks, the system returns to the
New Hire Details
page.
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If employees are completing tasks on-site, under
the Task Progress
section, select the Start button for a task when you are ready to have the new hire
complete that step.
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To print or download a PDF version of a completed
task, select the Print
icon
for that task.
A separate browser page or window opens
showing the task with the new hire's answers. Select to print or download the
task.
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To remove a task from this hiring profile, select
the Trash icon.
