Admin Features

Assign this feature to users who need to add and update Income Tax Withholding Forms available to new employees in Getting Started.

Assign this feature to users who need to specify the key people in your organization.

Assign this feature to users who need to create and update the tasklists that managers use to onboard new employees.

Assign this feature to users who need to add and update onboarding policies. These policies control what new employees see in Getting Started.

Assign this feature to users who need to turn on or off confetti animation on employee checklist sections in the onboarding policy.

Assign this feature to users who need to view all employees receiving First Time Access Emails (FTAEs), regardless of their location and manager. For example, you could use this feature for administrators to track progress for all of the organization's employees.

It is best practice to not assign this sub-feature to managers who need to see only their own onboarded employees.

Assign this feature to users who need to view all employees being onboarded, regardless of their location and manager. For example, you could use this feature so that an administrator can track onboarding progress for all of the organization's employees.

It is best practice to not assign this sub-feature to managers who need to see only their own onboarded employees.

Note: The calculation of the employee’s onboarding progress updates every four hours. The calculation is based on the statuses of tasks assigned to the employee and employee’s manager, including the statuses of forms within guided processes assigned to the employee.

Assign this feature to users who need to configure workflow forms that need to be signed digitally.

Note: To use this feature, you must set up an external e-signature group for OAuth 2.0 authentication. See Configure E-Signature Authentication.

Assign this feature to users who need to assign onboarding policies in the People feature.