How To Update Onboarding Settings

Goal

• How to enable or disable certain requirements for employees during self-onboarding 

Environment:

• Push Web App

Process:

1. Click the Company name in the top right-hand corner
2. In the drop-down menu, click Company Setup
3. On the left-hand navigation bar, click Onboarding Settings 
4. Under Settings, check or uncheck the box that corresponds with either of the following:
   1. Emergency Contact Required
   2. Employees Require Admin Review
   3. Disable Issued Cheque
   4. Disable Direct Deposit
   5. Require Salary Rate When Activating Employee
   6. Onboarding Employees Can Update Availability
   7. Copy ATS Candidate Availability
   8. EEO Fields Are Required In Employee Setup (USA only)
5. Once completed, click Update Onboarding Settings

Additional Information

• Emergency Contact Required: If enabled, employees must fill in details about an emergency contact during self-onboarding
• Employees Require Admin Review: If enabled, all Pending Employee Profiles must have the Status of Admin Review to be activated into the Active Employee List (i.e. Employee cannot be activated if the Status is Invite Sent or In Progress)
• Disable Issued Cheque: If disabled, employees are not able to select Cheque as a Payment Method during self-onboarding
• Disable Direct Deposit: if disabled, employees are not able to select Direct Deposit as a Payment Method during self-onboarding
• Require Salary Rate When Activating Employee: If enabled, Pending Employee Profiles must have salary information (inputted by an Administrator) before being activated to the Active Employee List (i.e. If there is no salary information, the user will receive a pop-up message stating this when attempting to activate)
• Onboarding Employees Can Update Availability: If enabled, Pending Employees must submit what days/hours they can work in a week during self-onboarding
• Copy ATS Candidate Availability If enabled, Candidates from ATS who filled in their weekly availability during hiring will have these details copied into their employee profile and will not be required to complete them again during digital onboarding or submit a request
• EEO Fields Are Required In Employee Setup (USA only): If enabled, the EEO fields for gender, ethnicity, and job category must now be assigned the relevant information in an employee profile. Administrators will not be able to complete the action to activate a pending employee or update an existing profile unless the fields are filled in with the relevant details. 

If an employee has completed all their Onboarding but the Status still states In Progress, you can temporarily disable the Employee Require Admin Review for you to activate. Please note that if you do so and it is later reviewed, the Forms have not been completed; you will need to assign them as HR Tasks.

Please note that only Super Administrators have access to Onboarding Settings.

Related Articles

• How To Invite An Employee to Push
• How To Review The Status Of A Pending Employee
• How To Activate A Pending Employee Profile