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.
Users must have Invite or Initialize permission for
a hiring location in order to send an onboaridng invitation. See Create and Manage Hiring
Locations for details.
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Select .
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Select New Onboarding
Invitation.
The Send Onboarding Invitation pop-up window opens.
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The first field relates to rehired
employees. If the employee is a rehire, enter the employee name or
number as shown in HR Resources in Vista. You can also link rehires to a
Vista record on the Employee Details page.
Note: Deactivated onboarding profiles are
automatically hidden from the profile selection list when creating a
new onboarding invitation to prevent sending obsolete onboarding
packages.
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Enter the new hire's First
Name, Last Name, and
Email.
You cannot send the invitation without this information.
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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.
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To add tasks for this new hire to
complete, choose a task from the Add Step dropdown,
and then select +Add.
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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.
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When you have finished setting up the invitation,
select Send.
The invitation that the new hire receives includes a
link to your Onboarding welcome page and a PIN number. New hires must have this
information to log in and complete onboarding forms. Users with permission to Edit can track a new hire's
onboarding progress on the Onboarding Dashboard as soon as the invitation is
sent.
