12_21_15_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 the Main Menu menu.

   Step 1

2. Click the HCM Systems menu.

   Step 2

3. Click the Workforce Administration menu.

   Step 3

4. Click the Personal Information menu.

   Step 4

5. Click the Organizational Relationships menu.

   Step 5

6. Click the Person Checklist menu.

   Step 6

7. a valid value
    e.g.
   Enter
    "700019"
    into the Empl ID field.
   Step 7

8. Click the Search button.

   Step 8

9. As an 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 9

10. Click the Status drop-down list.

    Step 10

11. Click the Completed list item.

    Step 11

12. Click the Status drop-down list.

    Step 12

13. Click the Completed list item.

    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 scrollbar.

    Step 18

19. Click the Save button.

    Step 19

20. Click the scrollbar.

    Step 20

21. Click the Home link.

    Step 21

22. Click the scrollbar to move across the page.

    Step 22

23. Click the Sign out link.

    Step 23

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

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