Assign Access to Onboarding Roles

After you create the necessary onboarding roles, you need to assign those roles to managers, HR, administrators, or any other role that is responsible for assigning employees to that role.

To assign access to an onboarding role:

1. Go to System Admin > Roles.
2. In the sidebar, select the role that will be able to assign the onboarding role to employees.
3. Click the New Hire Role Assignments tab and then click Add.
4. In the Role drop-down list, select the onboarding role that applies.
5. Enter the Effective From date and, optionally, the Effective To date.
6. Repeat steps 2 through 5 for each role that will be able to assign the onboarding role.
7. Click Save.