Filter Onboarding Tasks

If you are viewing the onboarding tab of a talent's profile, you can delete or hide completed tasks so that the UI isn't cluttered with many old onboarding tasks and documents that are no longer relevant.

 

Click on the link below for more information:

 

 

Task State definitions

Task State Description
Sent This task or eDoc has been sent to the talent user and is awaiting completion.
Complete This task or eDoc has been sent and completed by all required parties. No further action is necessary.
Action Required This task or eDoc has been sent and needs some sort of recruiter action to continue, such as a needed signature.
Rejected A task or eDoc can be rendered rejected by a user action (ex: I-9 Rejection) or by the system (ex: unrecoverable Adobe e-document). If caused by a system issue, such as an Adobe processing error, the document must be manually resent by the recruiter.

 

 

Filter the Onboarding Tasks

  1. Go to the Talent/Employee's Profile
  2. Click on the Onboarding Tab

    mceclip2.png

  3. To activate a filter, click on the number for one of the statuses

    1. Completed, Sent, Action Required, or Rejected


      mceclip0.png

 

Remove Filter on Onboarding Tasks

  1. Go to the Talent/Employee's Profile
  2. Click on the Onboarding Tab

    mceclip3.png

  3. To remove the filter, click the Remove Filter button.

    mceclip1.png

     

 

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