Portal: Onboarding Talent Instructions

Provide simple or detailed instructions to help guide Talent through the Onboarding process.

Task instructions are available on all options except:

  • All Adobe documents
  • Equifax I-9
  • Maximus I-9

 

CHAPTERS

Where to add instructions
Examples
Entering Instructions
Sending tasks with Instructions
Talent experience

 

Where to add instructions

  1. Click on Account & Settings
  2. Click on Utilities
    1. In the Search field, type: ONBOARDING
  3. Click on the Talent Onboarding Tasks tile

    Account Settings - Utilities - Talent Onboarding Tasks.gif

  4. Instructions can be added to:
    1. Onboarding Tasks
    2. Integration Tasks
    3. Assessment Tasks

 

Examples

 

Onboarding Tasks

  1. Select the Onboarding Task type and the item to add the instructions to.
  2. Type the instructions in the Tasks Instructions field

 

 

Integration Tasks

 

Assessment Tasks

 

 

Entering Instructions

  1. Once you've typed your instructions, click on the Save button.

 

 

Sending tasks with Instructions

  1. Go to the Talent's record
  2. Click on the Onboarding sub tab
  3. Click on the Send Onboarding Tasks button



  4. Select one of these options:



  5. Select the tasks (or other option with Instructions):

 

 

Talent experience

 

Viewing Task

 

Talent Portal
(Example)
24/7 App
(Example)

 

 

 

 

 

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