Update Onboarding Checklist

In this topic you will go through the steps of updating the onboarding checklist of documentation the employee provides.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "amy.bosley"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Workforce Administration menu.

   Step 7

8. Click the Personal Information menu.

   Step 8

9. Click the Organizational Relationships menu.

   Step 9

10. Click the Person Checklist menu.

    Step 10

11. a valid value
     e.g.
    Enter
     "700019"
     into the Empl ID field.
    Step 11

12. Click the Search button.

    Step 12

13. As a HR Liaison, you can update the status of your direct report's onboarding documentation as they complete it.

     

    For this example we will update the status for all documents provided by the employee.

    Step 13

14. Click the Status drop-down list.

    Step 14

15. Click the Completed list item.

    Step 15

16. Click the Status drop-down list.

    Step 16

17. Click the Completed list item.

    Step 17

18. Click the Status drop-down list.

    Step 18

19. Click the Completed list item.

    Step 19

20. Click the Status drop-down list.

    Step 20

21. Click the Completed list item.

    Step 21

22. Click the scrollbar.

    Step 22

23. Click the Save button.

    Step 23

24. Click the scrollbar.

    Step 24

25. Click the Home link.

    Step 25

26. Click the scrollbar to move across the page.

    Step 26

27. Click the Sign out link.

    Step 27

You have completed the steps of updating the onboarding checklist of documentation the employee provides.

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