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Updated on 3/29/2018
Direct link to topic in this publication:
Hirezon Onboarding
Dashboard

Dashboard

The Dashboard provides an overview on the status of the onboarding packets or contracts/offer letters or employee related paperwork. They are separated based on the status – In Progress, Incomplete and Completed.

  1. From the Module selection page like below, click Onboarding Module.
  1. The Dashboard is displayed as shown.
  1. You can click the All Packets, My Packets or Assigned to Me circles to filter the packets to be displayed in the dashboard.
  2. You can perform the following actions on the packets:
    •   -  View the details of the packet. View page enables you to download/print a PDF copy
    •  -  Edit the packet details. Edit page enables you to Assign a Guest user to see any of the completed task or replace an Assigned user with a new user for a particular task. E.g., I-9 verification task.
    •    -  Delete the packet. Use the Delete option when the new hire declines to join or wrong packet is sent to the New hire by error.
  3. Employee Packets can be sorted for most recent or oldest by clicking any of the headings in the In Progress, Incomplete and Completed dashboards: (see below)