A new hire is not considered fully onboarded until all required tasks are completed by both the new hire and you, the manager.
In this article, you will learn how to complete the onboarding tasks assigned to you.
Manager tasks often include completing Form I-9 Section 2, submitting an E-Verify case, signing company documents, or reviewing ADP or Paychex forms, depending on your onboarding process.
The steps differ depending on your version:
Classic version: Has a dedicated Onboarding tab.
New version: Onboarding is part of the Team tab.
Classic version
Go to Onboarding
In Team View, go to Onboarding › Overview, then select the In progress tab.
Find the new hire, then select Start tasks (or View tasks if no tasks are assigned to you).
Complete your tasks
Click on the Your Tasks tab.
Then complete the list of things that you need to do.
When all tasks are finished, the new hire will be considered onboarded, appear in the Completed tab, and their employee record is activated automatically.
New version
💡 The new version combines Active, Onboarding, and Offboarded employees in one place.
Go to Onboarding
In Team View, select the Team tab.
Go to the Onboarding tab, then find the new hire.
Scroll through the In progress list or use the search bar to find the new hire.
Select Start tasks or View tasks in the Action column.
Complete your tasks
Review and complete the list of tasks assigned to you.
When both you and the new hire complete all tasks, the hire will move from In progress to Active.
❔What happens next?
When a new hire's onboarding is fully completed, Workstream notifies managers who have the Manage onboarding permission and are assigned to the new hire's location and department, by email and text. You can turn this on or off with When a new hire's onboarding process is fully completed in your notification settings.