Onboarding Guide

Version: R2024.1.1

About This Guide
Introduction to Onboarding
Onboarding Management
Manage First Time Access Emails
Update New Employee Details for First Time Access Email
Assign First Time Access Email in the People Feature
Resend First Time Access Email
View the List of Onboarding Employees
Onboarding Employees Screen Columns
View, Hide, or Reorder Columns
Include Indirect Reports
Filter New Employees
Save Favorite Filters in Onboarding
Manage Favorite Filters
Onboarding - Manager Summary Widget
Manage Each Employee's Onboarding
Contact New Employees
Assign Guides
Customize Meet Your Team for a New Employee
Monitor Onboarding Progress
View Onboarding Forms
View and Update Employee Tasklists
View and Update Manager Tasklists
Review E-Signed Forms
Manage DocuSign E-signature Templates
Create Tailored Tasklists
Add Tailored Tasklists to Employees
Update Tailored Tasklists in Onboarding > Onboarding Employees
Onboarding - Manager Summary Widget
Onboarding Reports
Onboarding Configuration
Configure User Roles for Onboarding
Admin Features
Manager Features
New Employee Features
Configure Client Properties for Onboarding
External Integrations
Add External Integrations
Edit External Integrations
Delete External Integrations
External Integration Tokens
HireRight Process
Create Onboarding Roles
Assign Access to Onboarding Roles
Configure Background Jobs for Onboarding Alerts
Employee Onboarding Policy Expiry Alert
Incomplete Onboarding Activities
Onboarding Employee First Day Alert
Onboarding Completion Alert
Configure Notification Subscriptions for Onboarding
Configure Guided Processes
GP Monitoring Workflow
Configure Income Tax Withholding Forms
Upload Company Logos for Onboarding
Define Key People
Configure Manager Checklists
Configure Employee Checklists
Delete Checklists
Configure First Time Access Email
First Time Access Email Templates
Create First Time Access Email Templates
Edit First Time Access Email Templates
Set Up Onboarding Policies
Create Onboarding Policies
Configure Onboarding Policies
Add a Welcome Message to an Onboarding Policy
Add Onboarding Forms to an Onboarding Policy
Add Income Tax Withholding Forms to an Onboarding Policy
Add DocuSign E-Signature Templates
Add the Meet Your Guide Section to an Onboarding Policy
Add the Meet Your Team Section to an Onboarding Policy
Add the Key People Section to an Onboarding Policy
Add the Resources Section to an Onboarding Policy
Add the TeamRelate Section to an Onboarding Policy
Add the Benefits Section to an Onboarding Policy
Add a Manager Checklist to an Onboarding Policy
Add the Employee Checklist Section to an Onboarding Policy
Add the Learning Section to an Onboarding Policy
Add the Dayforce Wallet Section to an Onboarding Policy
Add Custom Sections to Onboarding Policies
Publish and Assign Onboarding Policies
Publish Onboarding Policies
Assign Onboarding Policies Using Employee Data Mapping
Assign Onboarding Policies in the People Feature
Assign Onboarding Policies in Workflow Forms
Unassign Onboarding Policies
Configure E-Signature Functionality
Configure E-Signature Authentication
Configure E-Signature Forms
Configure E-Signature Templates
Add HR Policies with Attachments to Onboarding Policies for E-Signature
Employee Experience
Set Up Your E-signature
E-Sign Forms Stored in Dayforce
E-Sign DocuSign Templates
Submit Income Tax Withholding Forms
Employee Mobile Experience
Onboarding - Employee Summary Widget
Default First Time Access Email Content
System Notifications
Appendix: Forms
New Hire Form
New Hire (Position Management) Form
Rehire Form
Rehire (Position Management) Form
Rich Text Controls

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