Manager Features

Onboarding Guide

Version
R2025.1.0
Manager Features
Features to assign to managers and HR professional roles

Feature

Description

Application Container > People > Employee Profile > E-Signature Templates Assign this feature to users who might need to send DocuSign e-signature templates to employees from People.

Application Container > People > Employee Profile > Onboarding > First Time Access Email

Assign this feature to users who might need to send a First Time Access Email (FTAE) to new employees from People.

Application Container > People > Employee Profile > Onboarding > Onboarding Policies

Assign this feature to users who might need to assign onboarding policies to new employees from People.

Onboarding > Actions > Complete I9 Manager Section

Assign this feature to users who need to complete the manager section of the I-9 form.

Onboarding > First Time Access Email

Assign this feature to users who need to view and manage details about the status of first time access emails.

Onboarding > Onboarding Employees

Assign this feature to users who need to access the employee slide-out panel to track new employees' progress through the onboarding process.

If none of this feature's sub-features are selected, these users will not see the slide-out panel.

Note: The calculation of the employee’s onboarding progress updates every 4 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.

Onboarding > Onboarding Employees > Employee Tasklist Assign this feature to users who need to access the Employee Tasklist tab of the employee slide-out panel.
Onboarding > Onboarding Employees > Manager Tasklist Assign this feature to users who need to access the Manager Tasklist tab of the employee slide-out panel.
Onboarding > Onboarding Employees > Meet Your Team Assign this feature to users who need to access the Meet Your Team tab of the employee slide-out panel.
Onboarding > Onboarding Employees > Onboarding Forms Assign this feature to users who need to access the Onboarding Forms tab of the employee slide-out panel.
Onboarding > Onboarding Employees > Onboarding Forms > E-Signature Templates Assign this feature to users who need to assign DocuSign templates to employees in the Onboarding Forms tab of the employee slide-out panel.
Onboarding > Onboarding Employees > View all onboarding employees Assign this feature to users who need to view all of the onboarding employees who are assigned onboarding policies.