Onboarding Compliance Report

Provides an overview of talent pending/completed onboarding tasks and placement status.

• Click here to go to the Operational Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type ONBOARDING
3. Click on the Onboarding Compliance Report

Logic

Provides an overview of talent pending/completed onboarding tasks and placement status.

• Click here to go to the Operational Category (list of Standard Reports)

Filter Options

	Filter Name	Options	Explanation
	Office
	Documents/Tasks	All, Completed, and Pending
	Talent Status
	Date Range Type	Talent Created (default) I9 Validated Date E-Verify Date Talent Last Activity Last Interview Date	Configurable "Date Range Type" (similar to opportunities report)
	Date From
	Date To
	Date Range	Yesterday, Today, Tomorrow, ...

Field Details

• Click here to go to the Operational Category (list of Standard Reports)

Field Name	Description	Notes
Talent Office	The office where the talent is registered
Talent ID	The ID assigned to the talent in the system
Applicant	The applicant's name and link to Talent Profile
Rep Branch	The branch of the representative of the talent/applicant
Last Name	The last name of the talent
First Name	The first name of the talent
Talent Status	The talent's current status
Resume	Whether or not the talent has a resume in the system
W4 Completed	Whether or not the talent has a complete W4 document (Federal W4 type) on their profile
I9 Completed	Whether or not the talent has a complete I9 document on their profile
I9 Validated Date	The date which the I9 was validated
Past Job Count	The number of current/former placements the talent has in the system
Skill Code Count	The total number of skills added to a talent's profile
Pending Count	Count of pending onboarding tasks and documents
Completed Count	Count of completed onboarding tasks and documents
Pending Tasks	A list of sent but not completed onboarding tasks along with the task sent date
Completed Tasks	A list of completed onboarding tasks along with the task completed date
Pending Documents	A list of sent but not completed onboarding documents along with the document sent date
Completed Documents	A list of completed onboarding documents along with the document completed date
Last Interviewer	The first and last name of the most recent interviewer
Last Interview Date	The date of the most recent interview activity
Talent Created Date	The date the talent was created in the system
Talent Last Activity Date	The date the last activity was logged on the talent profile
Talent Source	The source tag of the talent
EVerify Date	The date the EVerify was completed
EVerify Case Number	EVerify Case Number
EVerify Status	EVerify Status
Pipelined	Whether or not the talent is currently pipelined to a job
Nominated	Whether or not the talent is currently nominated to a job
Started	Whether or not the talent is currently placed on a job