Using PreBoarding and OnBoarding Pages as an Employee

The OnBoarding feature uses the PeopleSoft Fluid User Interface to provide prospective employees, employees, and contingent workers with a comprehensive list of tasks that should be completed as part of their PreBoarding and OnBoarding experience. The OnBoarding activity guide takes advantage of existing pages in the system and gives workers and contingent workers access to these pages and tasks from one location instead of accessing several components separately.

The following video provides a demonstration of how to use OnBoarding:

Video: PeopleSoft Fluid OnBoarding

This topic discusses those pages specific to the PreBoarding and OnBoarding process. Information regarding pages that are part of another product or business process are documented elsewhere and are accessible through the links provided here:

Note: For OnBoarding activity guide steps that need to be completed by the manager, see Using OnBoarding Pages as a Manager.

Managers use the OnBoarding Status Page (for Managers) to view the status of individual steps within an employee's OnBoarding instance (see also Viewing OnBoarding Activity Statuses as a Manager).

Note: Unless otherwise stated, these pages are configured to show for both PreBoarding and OnBoarding phases. Steps that are marked complete during the PreBoarding phase will not appear during the OnBoarding phase except for incomplete PreBoarding steps that are required, which will continue to appear in the activity guide during the OnBoarding phase.

Page Name

Definition Name

Usage

OnBoarding Activities Tile (for Employees)

HC_HR_OBD_ACTIVITY_LAUNCHER_FL (this is the cref for the tile)

Launch the OnBoarding activity guide that enables you to perform actions and tasks required for a new job.

OnBoarding Activities Page (for Employees)

HR_OBD_ACTIVITY_FL

View your progress and launch the OnBoarding template.

Note: The system displays this page if you are hired for multiple jobs and are assigned multiple OnBoarding templates.

The Activity Guide Composer Framework for OnBoarding

(common elements on pages used to complete OnBoarding tasks)

N/A

The Activity Guide Composer frameworks lets you define OnBoarding templates that can be instantiated to perform steps pointing to specific PreBoarding and OnBoarding tasks.

Activity guides display application steps in either the left panel or across the top of the page as part of the guided process. A corresponding page to the current step you have selected appears in the main panel. They also provide navigation buttons in the page banner for navigating through the steps.

(PreBoarding phase only) PreBoarding Instructions Page

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.

(OnBoarding phase only) OnBoarding Instructions Page

AGC_INFO_FL

Read instructions on completing the OnBoarding phase of the activity guide process.

Before You Start Page

AGC_VIDEO_FL

Learn how to navigate the OnBoarding activity guide.

Welcome Page

AGC_VIDEO_FL

Watch a video or read a transcript welcoming you to the organization.

(PreBoarding phase) PreBoarding Document Acknowledgement Page

HR_OBD_ATT_DNLD_FL

View, acknowledge, or upload documents provided by the organization that are available 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.

Documents Page

HR_OBD_ATT_DNLD_FL

View, acknowledge, or upload documents provided by the organization.

Attachments Page

HR_OBD_ATT_UPLD_FL

Upload copies of additional documents, such as certificates or identification information.

Personal Details - Photo Page

HR_OBD_PHOTO_FL

Upload a photo of yourself to be stored in the HR system and enter any preferred names for yourself.

(PreBoarding phase only) PreBoarding Summary Page

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.

Summary Page (or Overall Summary) Page

AGC_SUMMARY_FL

View a summary of your OnBoarding activities, mark individual steps as complete, return to a specific step, and mark this OnBoarding process as complete.

Use the OnBoarding Activities tile to launch the OnBoarding activity guide that enables you to perform actions and tasks required for a new job.

Navigation:

Select the OnBoarding Tile from the Employee Self Service fluid homepage (or any other homepage with the tile).

Note: Employees must be assigned the OnBoarding Employee role and be assigned to a least one step to complete in an OnBoarding template instance to view and access this tile.

This example illustrates the OnBoarding Activities tile when a user first accesses the activity guide.

 OnBoarding Activities Tile: Get Started

This example illustrates how the OnBoarding Activities tile may appear after a user has previously accessed the activity guide and is still in the PreBoarding phase of the process.

 OnBoarding Activities tile showing the PreBoarding step status

This example illustrates how the OnBoarding Activities tile may appear after an employee has previously accessed the activity guide and is not in the PreBoarding phase of the process.

 OnBoarding Activities tile showing the OnBoarding status

Important! You must always start the OnBoarding activity guide from the delivered OnBoarding Activities Tile (for Employees). The creation of the activity guide instance includes special processing that is mandatory for the successful transition between the PreBoarding and OnBoarding phases.

When the activity guide is in progress, the tile will display the number of employee steps that are remaining. If it is a multi-participant activity guide, it will not show the number of steps that need to be completed by the other participant, such as the manager.

Activity Guide Process Scenario

List of Page Steps

If you have not yet accessed the activity guide.

The tile will display the text Get Started.

You are on the PreBoarding phase of activity guide process and have not reached your start day.

The tile shows the total number of steps remaining in the PreBoarding phase and a message that there will be more steps to do on the first day of work.

You have started the activity guide process, have started your first day of work, but have not completed the OnBoarding process.

The tile shows the total number of steps remaining.

If a step has passed it’s due date, the tile will also display a warning message and number count of how many steps have exceeded the due date.

You have just marked the OnBoarding activity guide as complete.

You will see the message Completed and you will no longer be able to access the activity guide.

Select the tile to access the OnBoarding activity guide to begin or continue completing the PreBoarding or OnBoarding steps.

Use the OnBoarding Activities page (HR_OBD_ACTIVITY_FL) to view your progress and launch the OnBoarding template.

Note: The system displays this page if you are hired for multiple jobs and are assigned multiple OnBoarding templates.

Navigation:

Click the OnBoarding Activities Tile (for Employees) when you have been assigned multiple jobs.

This example illustrates the card view on the OnBoarding Activities page.

 OnBoarding Activities page: card view

This example illustrates the grid view on the OnBoarding Activities page.

 OnBoarding Activities Page: grid View

Employees and contingent workers with multiple jobs begin the OnBoarding event process by navigating to the OnBoarding Activities Page (for Employees) and then selecting the appropriate job transaction. The OnBoarding Activities page appears only if the employee has multiple jobs and needs to complete multiple OnBoarding templates. If the employee has only one job (or uses the same OnBoarding template for the multiple jobs) the OnBoarding Activities Tile (for Employees) on the dashboard will launch the activity guide directly.

The page displays the job title that initiated the trigger for the OnBoarding process. You will also see the OnBoarding template name you will be completing along with your progress and status in the process.

Field or Control

Description

Card View icon button (Card View) icon button

Select the Card View icon button to display information in a card or tile-like format.

The card view is the default mode.

Grid View icon button (Grid View)

Select the Grid View icon button to display the template process in a grid format. The grid shows the same information as the card.

Select a card tile or row to access the Activity Guide for this OnBoarding template.

The Activity Guide Composer frameworks lets you define OnBoarding templates that can be instantiated to perform steps pointing to specific PreBoarding and OnBoarding tasks.

The OnBoarding activity guides display application steps in left panel as part of the guided process. When you select a step, the corresponding page appears in the main panel. The activity guide also provides navigation buttons in the page banner for navigating through the steps.

To set up templates using the Activity Guide Composer, see the Understanding the Activity Guide Composer documentation.

This example illustrates the layout for PreBoarding for a large form factor device.

 PreBoarding pages

This example illustrates the layout for OnBoarding for a large form factor device.

 (Tablet) Page Layout for OnBoarding Activity Guides

This example illustrates the layout of OnBoarding on a small form factor device. In the first image, the left panel is hidden. In the second image, the left panel is exposed.

(Smartphone) Page Layout for OnBoarding Activity Guides

Note: During runtime, PeopleTools manages the delivery of the activity guide. Throughout this topic, the page illustrations show the page sections of the PreBoarding and OnBoarding steps without the context of the activity guide process. Even though the framework is not illustrated, remember that all steps appear within that framework.

Page Banner

The top of PeopleSoft pages is called the page banner.

On most pages, users see the standard set of banner icon buttons.

Field or Control

Description

Exit button for a large device or Exit button for a small device Exit button

Select this button to exit the OnBoarding activity guide. If you have not selected the Complete PreBoarding or Complete button on the summary page before exiting, you can resume the OnBoarding process at a later time.

Header (Sub-Banner)

A gray area under the main page title banner displays contextual information that is specific to the activity guide, including the person’s name and action buttons.

Field or Control

Description

Previous button for a large device or Previous button for a small device Previous button

Select this button to navigate to the previous step or substep. When configured to use the Auto Save feature, selecting this button will save changes to the current step before moving to the next. If it is not configured to use auto save, then the system will issue a message prompting the user to save the page first.

The button is not visible on the first step in the request.

Next button for a large device or Next button for a small device Next button

Select this button to navigate to the next step or substep. When configured to use the Auto Save feature, selecting this button will save changes to the current step before moving to the next. If it is not configured to auto save, then the system will issue a message prompting the user to save the page first.

Mark Complete button Mark Complete button (PeopleTools 8.57 or higher)

or

Mark Complete menu item from the Actions Menu list Mark Complete menu item from the Actions Menu list (Prior to PeopleTools 8.57)

Select the Mark Complete option to change the status of a step. See the Step List Format section that follows for more information on step statuses.

Step List Format

The following delivered OnBoarding templates are set up using the Vertical Non Sequential activity guide type:

  • OBDPRBD – Standard PreBoarding

  • OBDSTND – Standard OnBoarding

  • OBDMULT – Standard Multi-Participant OnBoarding

  • (USA) OBDUSA1 – OnBoarding for USA

  • (CAN) OBDCAN1 – OnBoarding for CAN

Your organization may define templates that require the user to follow a prescribed order or use a horizontal display. In these cases, the steps are numbered and labeled. To define sequential steps for a vertical or horizontal display, see the Activity Guide Composer - Activity Guide Type Page documentation.

The delivered activity guide type templates include a left panel that lists the steps in the OnBoarding process. This panel appears on the left of larger devices. On a small form factor such as phone, the panel is initially hidden. Select the Item/Sub-Item Section tab to expand and view the steps and navigate to other step pages.

Field or Control

Description

<Step or Substep Name>

The left panel has individual steps that are labeled. The delivered OnBoarding templates do not require a sequential order to completing steps.

Some steps will have substeps. Steps with substeps are indicated by an expand/collapse arrow icon before to the step name. The step is automatically expanded when you reach it. You can also select the parent step at any time to expand or collapse it. The page will highlight the current step or substep.

Required icon Required icon

This icon appears before a step label and represents that the step is required. You cannot complete an OnBoarding transaction until all required steps are completed.

<Step Status>

Each step and substep has a status. These statuses include:

  • Not Started: These are unvisited steps.

  • Visited: When you first reach a step, the status changes to this.

  • Complete: Indicates you have marked the steps as completed.

    In some processes, the system will automatically mark the step as Complete where the system can correctly infer that the task for the step is done.

    If it is uncertain if a step is complete, the system will mark it as Visited.

  • In Progress: This status appears for required steps that you have visited, but you have not entered the required data and saved.

  • Overdue: Indicates that you have passed the due date for entering information into this step. Depending upon the configuration of the step, the step may remain open or be closed for entry after this date.

Users can return to steps and substeps by selecting the step, using the navigation buttons in the banner, or accessing a page from the Summary Page (or Overall Summary) Page using the Go to Step button.

For more information on how to display steps and selecting and organizing steps, see the Activity Guide Composer - Activity Guide Type Page, Activity Guide Composer - Select Steps Page, and Activity Guide Composer - Organize and Configure Steps Page.

<Transaction Name> Pages

During the activity guide process, the right or main panel displays the page for the current step in the transaction.

Field or Control

Description

<Title Text>

Displays a page title that includes the step name.

For substeps, the page title includes both the step and substep name, separated by a hyphen. For example, Personal Details - Verify Name indicates that the step title is Personal Details and the substep title is Verify Name.

Use the PreBoarding Instructions page (HR_OBD_PB_INST_FL) to 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.

Note: This page is delivered as part of the Standard PreBoarding template and is available for future workers only (PreBoarding phase). As of the first day of work, the activity guide moves to the OnBoarding phase of the process and this page is replaced by the (OnBoarding phase only) OnBoarding Instructions Page.

Note: This page is delivered as part of the Standard PreBoarding template and is available for future workers only. As of the first day of work, this page is no longer available.

Navigation:

This example illustrates the PreBoarding Instructions page (1 of 2).

 PreBoarding Instructions page (1 of 2)

This example illustrates the PreBoarding Instructions page (2 of 2).

 PreBoarding Instructions page (2 of 2)

Contacts

This sections displays the contact information of the new hire's manager. Select Send Note on the tile to access the Notes to <Contact Name> page (HR_OBD_PB_NOTE_SCF) to compose and send a message to your manager through Notification Composer. If no email is specified for the manager, the Send Note option is not available.

Steps

This section displays the tasks that should be completed for the PreBoarding and OnBoarding phases on the activity guide process and indicates which steps are available now and those that will be available on the first day of hire.

Each steps lists a description of the task. These descriptions are defined on the AG Composer Categories - Steps Page as the long description.

Field or Control

Description

Required

Displays if a step is required before completing the activity guide. The required attribute is defined for the step on the template and appear as one of the following:

  • Required Due Date: indicates this is a required step with a due date. The dues date also appears for this step.

  • Required Yes: indicates this is a required step but does not have a due date.

Due Date

Displays if a step has a due date but the step is not required. The due date is defined for the step on the template in the step attribute.

When the due date has passed, the field text changes to red.

Available Now icon Available Now icon

Indicates that this step is available for this phase of the activity guide. Access the step to make the necessary updates and mark it complete.

Available on First Day icon Available on First Day icon

Indicates that this step is not available for this phase of the activity guide but will be available on the first day of employment.

Use the OnBoarding Instructions page (AGC_INFO_FL) to read instructions on completing the OnBoarding phase of the activity guide process.

Note: This page is delivered as part of the Standard PreBoarding template and is available for current workers as of the first day of work.

Navigation:

This example illustrates the OnBoarding Instructions page.

 OnBoarding Instructions page

Use the Before You Start page (AGC_VIDEO_FL) to learn how to navigate the OnBoarding activity guide.

Note: This page is delivered as part of the Standard OnBoarding, Standard Multi-Participant OnBoarding, OnBoarding for CAN, and OnBoarding for USA templates.

Navigation:

This example illustrates the Before You Start page.

 Before You Start page

Use this page to watch a video of how to navigate activity guides.

Use the Welcome page (AGC_VIDEO_FL) to watch a video or read a transcript welcoming you to the organization.

Note: This page is delivered as part of the Standard PreBoarding, Standard OnBoarding, OnBoarding for CAN, and OnBoarding for USA templates.

Navigation:

Select the step from the activity guide navigation or use the navigation buttons.

This example illustrates the Welcome page.

 Welcome page

This page may contain custom information about your organization.

Play a video welcoming you to the organization, or select the View Video Transcript button to read the printed text from the video.

Use the PreBoarding Document Acknowledgement page (HR_OBD_ATT_DNLD_FL) to view, acknowledge, or upload documents provided by the organization that are available prior to your first day of work.

Note: This page is delivered as part of the Standard PreBoarding template and is available for future and potentially current workers. As of the first day of work, the activity guide moves to the OnBoarding phase of the process. If you have marked this step as complete during PreBoarding, it will not be available during the OnBoarding phase. If you have not completed the step or if this step were marked as required it would continue to appear in the OnBoarding phase.

Note: You can configure your activity guides to use document groups and filter your documents by categories. This enables you to display like documents in different steps. For more information on this, see Understanding Document Groups.

Navigation:

Select the step from the PreBoarding activity guide navigation or use the navigation buttons.

This example illustrates the PreBoarding Documents Acknowledgement page for a tablet.

 (Tablet) PreBoarding Document Acknowledgement page

This example illustrates the PreBoarding Documents Acknowledgement page for a smartphone.

 (Smartphone) PreBoarding Document Acknowledgement page

Use this page to view the documents for the PreBoarding phase of the OnBoarding process.

Available documents are defined on the Configure Documents - Templates Page. Administrators define documents using one of these three options:

  • None: These documents are available within the Step 1 - Download Documents section of this page. No further action is required from the worker other than to view or download the document.

  • Acknowledge Document: These documents are available in both sections of this page. You must acknowledge these documents using the Acknowledge button prior to completing the process.

  • Upload Document: These documents are available in both sections of the page. These documents require you to upload a document using the Upload button, which will be available to the administrator on the Employee Documents Page.

Step 1 - Download Documents

This section displays all documents provided for this template.

Field or Control

Description

Document / Description and File Name

Displays the name of the file in bold and a short description. The file name that will download to your device appears in the File Name field.

Download or Detach Attachment icon button (Detach Attachment) icon button

Select this button to view and download the document attachment and (when an action is required for a document) enable the Upload or Acknowledge button for the corresponding document row in the Step 2 - Acknowledge / Upload Required Documents section.

When you have downloaded a document, a check mark will appear for that row to indicate that you have downloaded the attachment. The system will also issue a message letting you know what actions you need to take in the Step 2 - Acknowledge / Upload Required Documents section.

Step 2 - Acknowledge / Upload Required Documents

This section displays all documents for this template that require an action. Not all documents in the Step 1 - Download Documents section will require an action and will therefore not have corresponding rows in this section.

Field or Control

Description

Acknowledge or Acknowledge icon button (Acknowledge) icon button

This button is available after you have selected the Download button from the corresponding document in the Step 1 - Download Documents section.

Select this button to acknowledge that you have received and read the corresponding document available in the Step 1 - Download Documents section of this page.

Upload or Add Attachment icon button (Add Attachment) icon button

This button is available after you have selected the Download button from the corresponding document in the Step 1 - Download Documents section.

Click this button to open the File Attachment page and upload the file. After you have selected and uploaded the file, click Done to return to this page. The uploaded file will appear as an active link in the File Name / Attached On row accompanied by the date and time the file was uploaded.

Delete or Delete Attachment icon button (Delete Attachment) icon button

This button is available after you have uploaded a file.

Click to remove the uploaded file.

Once all required actions have been completed by the employee and the step is marked complete, the Delete button will be disabled.

Use the OnBoarding Document Acknowledgement page (HR_OBD_ATT_DNLD_FL) to view, acknowledge, or upload documents provided by the organization as of your first day of work.

Note: This page is delivered as part of the Standard PreBoarding template and is available for current workers only as of the first day of work.

Note: You can configure your activity guides to use document groups and filter your documents by categories. This enables you to display like documents in different steps. For more information on this, see Understanding Document Groups.

Navigation:

Select the step from the activity guide navigation or use the navigation buttons.

This example illustrates the OnBoarding Document Acknowledgement page for a tablet.

 (Tablet) OnBoarding Document Acknowledgement page

This example illustrates the OnBoarding Document Acknowledgement page for a smartphone.

 (Smartphone) OnBoarding Document Acknowledgement page

Use this page to view the documents for this OnBoarding process.

This page works the same as the other document pages. See the (PreBoarding phase) PreBoarding Document Acknowledgement Page for a full list of field descriptions.

Use the Documents page (HR_OBD_ATT_DNLD_FL) to view, acknowledge, or upload documents provided by the organization.

Note: This page is delivered as part of the OnBoarding for CAN and OnBoarding for USA templates.

Note: You can configure your activity guides to use document groups and filter your documents by categories. This enables you to display like documents in different steps. For more information on this, see Understanding Document Groups.

Navigation:

Select the step from the activity guide navigation or use the navigation buttons.

This example illustrates the Documents page for a tablet.

 (Tablet) Documents page

This example illustrates the Documents page for a smartphone.

 (Smartphone) Documents page

Use this page to view the documents for this OnBoarding process.

This page works the same as the other document pages. See the (PreBoarding phase) PreBoarding Document Acknowledgement Page for a full list of field descriptions.

Use the Attachments page (HR_OBD_ATT_UPLD_FL) to upload copies of additional documents, such as certificates or identification information.

Note: This page is delivered as part of the Standard PreBoarding, Standard OnBoarding, Standard Multi-Participant OnBoarding, OnBoarding for CAN, and OnBoarding for USA templates.

Navigation:

Select the step from the activity guide navigation or use the navigation buttons.

This example illustrates the Attachments page for the tablet.

 (Tablet) Attachments page

This example illustrates the Attachments page for the smartphone.

 (Smartphone) Attachments page

Field or Control

Description

Add Attachment or Add icon button Add button

Select this button to open the File Attachment page and upload a file. After you have selected and uploaded the file, click Done to return to this page. The uploaded file will appear as an active link in the File Name field. The page will display the date and time the file was uploaded.

When you add a file, the data is automatically saved for this page.

Description

Enter up to 50 characters as a description for the file. You will need to select the Save button to save this data.

Delete or Delete icon button

Select this button to remove the file from the page. The system will ask for confirmation that you want to delete this file. Select Yes to delete the file. This will automatically save the page with your deletion of the file.

Save

Select this button to save the description you have added or for the file.

Administrators will access the uploaded files on the Employee Documents Page.

Use the Personal Details - Photo page (HR_OBD_PHOTO_FL) to upload a photo of yourself to be stored in the HR system and enter any preferred names for yourself.

Note: This page is delivered as part of the Standard PreBoarding, Standard OnBoarding, Standard Multi-Participant OnBoarding, OnBoarding for CAN, and OnBoarding for USA templates.

Navigation:

Select the step from the activity guide navigation or use the navigation buttons.

This example illustrates the Personal Details - Photo page.

 Personal Details - Photo page

Photo

Field or Control

Description

Update Photo

Note: The Update Photo link is available only when the Allow Employee to Upload Photo option is enabled on the Installation Table - HCM Options Page.

Select this link to upload or select an image of yourself.

If there is no HR photo and you have not uploaded your own image, then the dummy photo will be displayed. The photo will be displayed in self service transactions.

Use the Summary page (HR_OBD_PB_SUM_FL) to 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.

Note: This page is delivered as part of the Standard PreBoarding template and is available for future workers only. As of the first day of work, the activity guide moves to the OnBoarding phase of the process and this page is hidden and replaced by the Overall Summary page.

Important! The PreBoarding Summary step should be added if the activity guide template supports both PreBoarding and OnBoarding phases.

Navigation:

Select the step from the activity guide navigation or use the navigation buttons.

This example illustrates the PreBoardingSummary page for the tablet.

 PreBoarding Summary page

This example illustrates the PreBoarding Summary page for the smartphone.

 (Smartphone) PreBoarding Summary page

View a summary of the steps you have visited and completed. Additionally, view information about any tasks that you need to complete for this OnBoarding event.

Field or Control

Description

Complete PreBoarding button

Select this button to mark the PreBoarding phase of the activity guide complete. Marking it complete is used for reporting and reminder purposes. The process will do the following:

  • Verifies that all the required steps have been completed and displays a message if any are incomplete.

  • Marks the PreBoarding Summary as Complete.

  • Sends a message to the prospective employee to remind them to return to the OnBoarding activity guide on their first day of work.

  • Notifies the manager that the person completed the PreBoarding phase of the process.

Employees can return to the PreBoarding activity guide process up until the first day of work.

Steps

Use the Steps section to view a summary of the statuses of each step in this process and what is required and when.

Field or Control

Description

Status

Displays the status of the step.

When a step is not available until the first day of work, and therefore part of the OnBoarding phase, the status will display the date when that step will become available.

Date Completed

Displays the date you completed this step. If you have not completed any steps, this field will be hidden.

Required

If a step is required, this field will display Yes. If it is not required, the field shows No.

Due Date

Displays the due date by when you should complete this step. If none of your steps have a due date, then this field will be hidden.

Note: The delivered PreBoarding steps are not set up with due dates but the administrator can configure a step attribute to have a due date on the template.

Mark Complete button or text

This field will display one of the following options:

  • Not Applicable: This text will appear for a step that is not configured to be marked complete.

  • Mark Complete (disabled) button: This button will not be available for steps you have not visited, steps that are dependent upon completing another step, or for steps that are not yet available.

  • Mark Complete (available) button: Select this button to mark a step as Complete. If a status is in progress, you will not be able to mark the step complete. After you select this button, the button will no longer appear the will be replaced by the text Completed.

  • Completed: This text appears for steps that you have already marked as complete.

Go to Step button

Select this button to easily navigate back to a step. If you have completed a step or the step is not yet available, this button is display only.

Use the Summary or Overall Summary page (AGC_SUMMARY_FL) to view a summary of your OnBoarding activities, mark individual steps as complete, return to a specific step, or mark this OnBoarding process as complete.

Note: This page is delivered as part of the Standard PreBoarding, Standard OnBoarding, Standard Multi-Participant OnBoarding, OnBoarding for CAN, and OnBoarding for USA templates. However, when entering the OnBoarding phase of the Standard PreBoarding activity guide process, this page name is configured to display as Overall Summary.

Important! Oracle recommends that you add the Summary step as the last step in activity guide processes.

Navigation:

Select the step from the activity guide navigation, or use the navigation buttons, as needed.

This example illustrates the Summary page for the employee.

 (Tablet) Summary page

This example illustrates the Summary page for the smartphone.

 (Smartphone) Summary page

This example illustrates the Summary page for the employee when completing a multi-participant activity guide.

 Summary page for the employee when completing a multi-participant activity guide

View a summary of the steps you have visited and completed. Additionally, view information about any tasks that you need to complete for this OnBoarding event.

When accessing a multi-participant activity guide process, the text at the top of the page will indicate that the Complete button will be available when all participants have completed all required steps.

Warning! Oracle recommends that any step to be completed by another user be configured as Required to prevent the employee from completing the activity guide instance before other users can complete their tasks. See the Configure Attributes Page of the template to mark a step as required.

Field or Control

Description

Complete button

Select this button to mark the activity guide complete. The system will verify that all the required steps have been completed and displays a message if any are incomplete. This closes the OnBoarding activity guide transaction process.

Note: Once the activity guide has been marked complete, the OnBoarding dashboard tile will no longer be available.

Steps

Use the Steps section to view a summary of the statuses of each step in this process and what is required and when.

Field or Control

Description

Status

Displays the status of the step.

Date Completed

Displays the date you completed this step. If you have not completed any steps, this field will be hidden.

Required

If a step is required, this field will display Yes. If it is not required, the field shows No.

Due Date

Displays the due date by when you should complete this step. If none of your steps have a due date, then this field will be hidden.

Mark Complete button or text

This field will display one of the following options:

  • Mark Complete button (disabled): This button will not be available for steps you have not visited or steps that are dependent upon completing another step.

  • Mark Complete button (available): Select this button to mark a step as Complete. If a status is in progress, you will not be able to mark the step complete. After you select this button, the button will no longer appear the will be replaced by the text Completed.

  • Completed: This text appears for steps that you have already marked as complete.

  • Not Applicable: This text appears for steps that belong to another participant in a multi-participant activity guide template.

    The Manager Checklist step is delivered as part of the Standard Multi-Participant OnBoarding template. Although it appears as a step on the Summary page, the employee cannot access this step.

    Important! Oracle recommends that the Manager Checklist step, or any other step to be completed by another user, be configured as required to prevent the employee from completing the activity guide instance before other users can complete their tasks.

Go to Step button

Select this button to easily navigate back to a step. If you have completed a step or the step is not yet available, this button is display only.

This button is not available for steps that belong to other participants.