Sometimes you might need to manually trigger and onboarding task as maybe the platform did not send the task out or maybe you need it sent earlier then the scheduled time. To help users, we allow you to manually trigger an onboarding checklist via the Employment File Overview page and/or the Employee Management page by using the Trigger Onboarding Checklist feature.
We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.
The below premises will walk you through how to trigger an onboarding task.
So you have now manually triggered an onboarding task and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- HR employee file: Uploaded documents This feature allows you to upload documentation against a chosen employee file and control who has access to this information.
- HR employee file: Management notes This feature allows you to add information via a free text field to an employee's file, with no limit on the amount of notes you can add.