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Setting up New Employee Onboarding

Setting up New Employee Onboarding

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Estimated reading time: 46 min

Customize Onboarding Question Bank

Watch a tutorial video by clicking the title below video image:

Integrity Data_Onboarding Question Bank – integrity-data

Click on the “Hiring” tile on your HR Dashboard

You will see the dropdown box. Click on the ?Question Bank

You will see a list of questions that have been created for use during the Onboarding process.  You have the option of changing the sequence, (order of appearance during Onboarding), making a question active/inactive by clicking on Yes/No, creating a new question, or deleting a question

To create a New Question, click on

Complete the highlighted information and click “Save Changes”

You will see your question in the question list

When you have added/inactivated/deleted all your questions, you are ready to attach them to your Onboarding Task List

Customize Onboarding Task List

You can use the same Onboarding Task List for all your new hires, or you can create different Onboarding Task Lists for each position.

Watch a tutorial video by clicking the title below video image:

Integrity Data_Onboarding Creating Task Lists – integrity-data

Click on the “Hiring” tile on your HR Dashboard

Click on Task List on the dropdown menu

You will see the Onboarding Task Lists that have been created

To create a new Onboarding task list, click on

Complete the fields highlighted in yellow

Click on each question you want to send and then click on Link Question

After clicking on the Link Question box, you will see that your question has been linked

Create a Welcome and End Note and click on “Save Changes”

Onboarding Preparation

When you are ready to hire an applicant, you need to complete their Onboarding Preparation.

Watch a tutorial video by clicking the title below video image:

Integrity Data_Onboarding Preparation – integrity-data

Click on the “Hiring” tile on your HR Dashboard

Click on App Tracking Dashboard from the dropdown menu

Click on the wheel under actions again and change the status to Prep for Onboarding. Click “Save Changes” when you are done

As soon as you click Save Changes, a popup window will open launching the Onboarding process.

You must select the Onboarding Task List that you want to use. The Tax Form and Position will populate from the application (you can change it if needed). When you add the hire date the Employee ID will generate (but you can change it if needed).

Complete the highlighted fields shown here

In the Employment section complete the fields highlighted in yellow shown here. Fields shown highlighted in blue will be populated from applications. Fields shown highlighted in green are optional.

In the User section, click on “Quick Add User”

You will see a popup box. Complete fields shown highlighted in yellow. Fields shown highlighted in blue populate from the application. The field shown highlighted in green is optional

The User Defined/Custom field is optional

When you have finished adding the information and you are ready to save the information, Click “Submit Onboarding Request”

The new employee will receive a Welcome to Onboarding email. When the employee clicks on the link in the email they will be taken to their Onboarding page. From there they will click on “Begin Onboarding.” To see how this will appear to the new employee see the “New Hire Onboarding Experience” KB Article.

Review and Approve

When the new employee has completed their Onboarding, HR must review and approve their submission.

Watch a tutorial video by clicking the title below video image:

Integrity Data_Onboarding Review and Approve – integrity-data

Click on the “Hiring” tile on your HR Dashboard

Click on Onboarding Dashboard from the dropdown menu

You will see your new hire’s status is ready for Approval or Reset Status. Reset Staus will send it back to the new hire for any corrections that need to be made.

When you click on “Approve,” the new hire is now an employee in the system and is removed from the Onboarding Dashboard

The employee will receive a Welcome email prompting them to change their password

To review your new employee’s file, navigate to the employee search at the top and type their first name or last name and their name will pop up to select.

Questions / Resources
If you have questions or comments please email support@integrity-data.com.
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Last Review: 04/12/2022

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