Once saved, the screen will refresh to show the + (expand sign) as shown below:

Onboarding Task - Enter the details of the Onboarding Task. N.B. The summary onboarding tasks for the job must be defined in a checklist before this module is setup.

Order - The Order Number entered here indicates the consecutive order in which the task should be completed on the checklist. Additionally, the order of tasks on the checklist is automatically re-ordered based on the order number of the last saved task.

Days to Complete - Enter the number of days that the employee has to complete the task. Notifications would be sent alerting the employee of the time-frame to complete the task.

Onboarding Group - This is a default drop down list which shows the different groups of users who may be assigned as being responsible for the Onboarding Task. The groups are listed as follows:

• Benefits Administrator (Benefits module)
• Company Assets Manager (Company Assets module)
• HR (Personnel Module)
• IT (Security Module)
• Payroll (Payroll Module)
• Employee (Not linked to any module)
• Direct Supervisor (Not linked to any module)
• Other (Not linked to any module)
• Company Assets Manager ( Assets Module)

Onboarding Groups Linked to a Module: If any one of the Onboarding Groups selected are linked to a module (as indicated above), a list of users with security access to the respective module is generated under this task. You may then select ONE of these users as the primary person responsible for the task. E.g. If HR is selected, then a list is generated of all the employees within that company who have access to the Personnel module. You may then delete the other users as required, however we advise that those persons who may act as an alternate to the primary person be left on the list, in the event that the task has to be reassigned.

Onboarding Groups NOT linked to a Module: If any one of the Onboarding Groups selected are NOT linked to a module (as indicated above), no employees/users will be generated under this task. Employees will only be assigned (as explained below) when the checklist is generated OR you will have to manually add employee responsible.

Employee: If Employee is selected as the Onboarding Group, when the checklist is generated for an employee, then that employee will be the person assigned as the primary person responsible for the task.

Direct Supervisor: If Direct Supervisor is selected as the Onboarding Group, when the checklist is generated for an employee, then that employee's direct supervisor will be assigned as the primary person responsible for  the task. This will be based on the reporting relationship (direct supervisor) setup for the position that the employee currently occupies.

Other: If Other is selected as the Onboarding Group, you must manually select and add the person responsible for the task.

Multi Comp - If there are multiple companies setup on your installation of HRplus and the Multi-company check box is flagged, then ALL the users across companies from the selected Onboarding Group will be generated or available for selection under the task. Therefore, you will be able to select a primary person responsible for that task who may belong to an entirely different company for which the Onboarding Checklist is being set up. The Company and Employee who is/are responsible for completing the tasks must then be selected.

• Click on the "Duplicate "button to duplicate the checklist for another job.
• The tasks and persons responsible can then be edited further based on the requirements for the specific job.