Filter Onboarding Tasks

Overview

Updated 02/27/2022

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.

Task State definition
Filter the Onboarding Tasks
Remove Filter on Onboarding Tasks

Click on the link below for more information:

• Talent Onboarding: Recruiter Actions

• Talent Onboarding - Admin Actions

• Talent Experience

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
   
   
   
   

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

   1. Completed, Sent, Action Required, or Rejected
      
      
      
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Remove Filter on Onboarding Tasks

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

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

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