Using the Onboarding Portlet
The Onboarding portlet is available to all roles, including the Employee Center role. If you don't see the portlet on your dashboard, see Setting Up the Onboarding Portlet.
In the Employee Center, if you see a lock icon next to Home on the dashboard and the portlet is missing, contact your administrator.
With the Onboarding portlet, you can perform activities on the following tabs:
My Plan
The My Plan tab becomes available when you get assigned your first onboarding plan. What you see changes as you make progress.
The My Plan tab is only available when the employee is first assigned an onboarding plan. The contents of the tab dynamically changes depending on the employee’s progress.
Colored badges appear in the top left corner when a plan activity is due today, due tomorrow or overdue.
To complete your onboarding plan:
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On the Onboarding portlet, select the My Plan tab.
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Depending on your progress, click Start Onboarding or Continue Onboarding to open the Onboarding Plan page.
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Check the box next to the task name of every task you complete.
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Click Save. The green progress bar extends to the right to show your progress.
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To return to the home dashboard, click Back.
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Repeat steps 1 to 3 until all activities are marked complete.
After you complete all the activities, the Onboarding Plan page closes and takes you back to the Onboarding portlet.
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Click Dismiss Plan to hide the My Plan tab.
My Tasks
The My Tasks tab is always available and shows tasks assigned to you as part of another employee’s onboarding plan. Colored badges appear under the Due Date column for tasks that are due today, due tomorrow or overdue.
To update the status of your tasks:
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On the Onboarding portlet, select the My Tasks tab.
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To open the Onboarding/Offboarding Plan page, click on a task name.
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In the Task Status column, select a status from the list.
Task Status
Description
Notes
Not Started
All tasks start with this status by default.
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In Progress
Select this status for tasks you've started.
The assignee status changes from Not Started to In Progress if one or more task statuses are set to In Progress or Completed.
Completed
Select this status for tasks that you have accomplished.
The assignee status changes to Completed when all your tasks are set to Completed.
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Click Save.
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(Optional) To view a list of all your tasks, click View All Tasks.
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(Optional) To view a list of all completed tasks, click View Completed.
New Hires
The New Hires tab always shows up to five new employees from the last 90 days. To view the new employee’s profile, click their name. To send a welcome email, click the envelope icon beside the Say Hi! greeting on the right column. If they don't have an email in their employee record, you won't see the icon, so you can't send them an email.
Guidelines for the Onboarding Portlet
Read these guidelines to maximize your use of the portlet:
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The portlet only supports one onboarding plan. After you complete and dismiss it, the My Plan tab is permanently hidden. If you are given a new onboarding plan, the activities on that plan will appear in the My Tasks tab.
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After you dismiss a plan, you can still view it using your Employee Center – Home Links. You can also view it if you click View Completed in the My Tasks tab.
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All onboarding plan tasks, including required and optional activities, must be marked complete for the plan to set itself as complete.
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The My Tasks tab shows up to five tasks, but you'll see the total number of assigned tasks next to the My Tasks label.
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After you click a new employee’s name, the information you see depends on your role’s permissions.
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To send a welcome email from the New Hires tab, ensure that you have a valid email application installed in your device. Your operating system must also recognize this application as your device’s default email client.