This page (revision-6) was last changed on 26-Nov-2021 10:22 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by adsignore

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Version Date Modified Size Author Changes ... Change note
6 26-Nov-2021 10:22 3 KB Kevin Higgs to previous USER DEFINED COLUMN ==> USER DEFINED COLUMN (UDC)
5 26-Nov-2021 10:22 3 KB adsignore to previous | to last
4 26-Nov-2021 10:22 2 KB adsignore to previous | to last
3 26-Nov-2021 10:22 1 KB adsignore to previous | to last
2 26-Nov-2021 10:22 431 bytes adsignore to previous | to last
1 26-Nov-2021 10:22 32 bytes adsignore to last

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!!New Hire Checklist
The new hire checklist section of [WMOD] is divided into 5 columns. Most columns will be populated with fields made from [USER DEFINED COLUMN]s or [USER DEFINED FIELD]. There are pros and cons to using each of these types of column/fields however it is usually best practice to use a [USER DEFINED COLUMN].
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There are only 5 pre-populated fields in this section,
;[BANK|BANK_NAME]:
;[TRANSIT #|BANK_TRANSIT_CODE]:
;[ACCOUNT TYPE|BANK_ACCOUNT_TYPE]:
;[BANK_ACCOUNT]:
;[EVS RESULT|EVS_RESULT(UDF)]:
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!!Onboarding Procedure Progress
In this portion you can "ADD A NEW PROCEDURE" to the selected new hire. You can also view current and historical procedures that have been assigned and their related statuses/completion dates.
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%%zebra_table
||Field Name||Definition
|[Assgined On|ACTION_ASSIGNED_DATE]|
|[Status|ACTION_STATUS]|
|[Procedure|DRV_SCREEN]|
|[Complete Upon Login|RESPONSE_REQUIRED]|
|[Completed On|ACTION_COMPLETION_DATE]|
|[Completed Steps|COMPLETED_STEPS]|
|[Outstanding Steps|DRV_OUTSTANDING_STEPS]|
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