Employees - ONB


CivicHR
®

Create an Employee in Onboarding

Instructions

  1. Select Create New Employee
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  2. Complete Employee Information fields
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    • Employee Personal:
      • First, Middle, Last Name: Name of your employee.
      • Email: Employee's username and password when they first log in
        • Note: This email will also be used to send a system generated email.
      • Phone: Employee's phone number
      • AddressAddress 2, City, State, Zip: Employee's personal address
    • Job Information:
      • Location: Where the employee works
      • Supervisor: Person the employee reports to
      • Job Title: Determines what boarding forms and sections are pre-aligned when a new plan is made for this employee 
      • Hire Date and Start Date: Used for reporting purposes 
    • Roles:
      • Select appropriate check boxes for System Admin, Supervisor, Confidential Appraiser, and/or Hiring Manager
  3. Save Employee Information fields
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  4. Select Onboarding Plans tab
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  5. Select the existing Onboarding Plan
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  6. Select Sections, Forms, and Videos to complete for the Onboarding Plan
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  7. Select Start & Publish Onboarding Plan to immediately begin onboarding
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    • Note: Select Save Plan if you intend to begin the Onboarding Plan at a later date.
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