Understanding the Delivered Standard PreBoarding Activity Guide Steps
Future employees and contingent workers begin the OnBoarding event process by navigating to the OnBoarding Dashboard. Email notification may direct the prospective employee to this dashboard as well. They will then select the OnBoarding Activities Tile from the dashboard to launch the PreBoarding phase of the activity guide.
After the prospective worker accesses the OnBoarding activity guide, the system displays a series of PreBoarding steps in the left panel with the corresponding page in the right panel, to direct the worker through the PreBoarding phase of the process. These steps are specific to the delivered PreBoarding steps and are defined in the delivered OBDPRBD – Standard PreBoarding template.
This topic lists the pages that come with the delivered Standard PreBoarding (OBDPRBD) template.
The following video provides an overview of PreBoarding and OnBoarding:
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
HR_OBD_PB_INST_FL |
View a list of tasks that are available before and after the first day of employment. You can also view contact information and send a note to your manager. |
|
|
AGC_INFO_FL |
Read instructions on completing the OnBoarding phase of the activity guide process. |
|
|
AGC_VIDEO_FL |
Watch a video or read a transcript welcoming you to the organization prior to initiating your OnBoarding event. This page may contain custom information about your organization. |
|
|
(PreBoarding phase) PreBoarding Document Acknowledgement Page |
HR_OBD_ATT_DNLD_FL |
View, acknowledge, or upload documents provided by the organization prior to your first day of work. |
|
(OnBoarding phase only) OnBoarding Document Acknowledgement Page |
HR_OBD_ATT_DNLD_FL |
View, acknowledge, or upload documents provided by the organization as of your first day of work. |
|
HR_OBD_ATT_UPLD_FL |
Upload copies of additional documents, such as certificates or identification information. |
|
|
Personal Details - Verify Name Page (see Name (Summary) Page) |
HR_EE_NAME_FL |
Verify your current name and enter a name change request, if needed. |
|
HR_OBD_PHOTO_FL |
Upload a photo of yourself to be stored in the HR system and enter any preferred names for yourself. |
|
|
Personal Details - Verify Addresses Page (see Addresses (Summary) Page) |
HR_EE_ADDR_FL |
Verify your home and mailing address and make updates, as needed. |
|
Personal Details - Verify Contact Details Page) |
HR_EE_CONTACTS_FL |
Review or enter your phone numbers, email addresses, and instant messaging IDs |
|
Personal Details - Marital Status Page (see Marital Status or Divorce Status Page) |
HR_EE_MARITAL_FL |
Enter your marital status. |
|
Personal Details - Emergency Contacts Page (see Emergency Contacts (Summary) Page) |
HR_EMERG_CNTCT_FL |
Add and review a list of your emergency contacts. |
|
HR_OBD_PB_SUM_FL |
View a summary of the PreBoarding phase of your activity guide, mark individual steps a complete, return to a specific step, and mark the PreBoarding phase of the process as complete. |
|
|
AGC_SUMMARY_FL |
View a summary of your OnBoarding activities, mark individual steps a complete, return to a specific step, and mark this OnBoarding process as complete. |