Using the Dashboard to Manage New Hires
The HR Management Onboarding feature allows you to add new hires to Spectrum, but certain new employee information is not managed in HR Management today, such as union/wage codes, auto-deposit information, time off information and recurring deductions and add-ons.
As this information must still be entered in Spectrum, the following explains how to set up Spectrum to help you manage the process of onboarding new hires.
The strategy to manage these new hires is to create a new employee status to identify them, and as new hires come through Onboarding they will use this new status code and be visible on the Spectrum dashboard.
Create a new employee status:
Navigate to .
Click New to begin.
Enter a one-character code that will be used to identify newly-hired employees.
Set the Status type to 'Active'.
Click OK to save.
Define the new hire status from HR Onboarding:
Navigate to .
Go to the Defaults tab.
In the Trimble Construction One HR Management section, enter the new status code created above in the Default employee status field.
Click Save to exit.
Configure the Employee List dashboard app for new hires:
On the Dashboard, click Settings.
Search and select the Employee List.
In the App Settings, enter the new status code created above.
Change the App title to 'New Employees with Remaining Setup' or equivalent.
Click OK to save.
Now when an applicant is hired, they will be set up in Spectrum with this new status. The Employee List app on the dashboard will show you all of these employees. Click on the employee to be taken, in context, to Employee Main Properties.
