WMOD
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Onboarding Dashboard#

This screen is used to view all new hires in their first 30 days of employment. This screen shows a User Created Checklist of fields, Onboarding Procedure Progress and the Status of any documents that require sign off.

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 COLUMNs 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.
There are only 5 pre-populated fields in this section,
BANK
The name of the bank/institution. i.e. Royal Bank or Bank of America.
TRANSIT #
The unique identifier that indicates the branch of the bank.
ACCOUNT TYPE
The type of bank account that the employees pay should be deposited into. i.e. Checkings or Savings.
BANK_ACCOUNT
The employees unique number that identifies their account.
EVS RESULT

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.

Field NameDefinition
Assgined OnThe date the procedure was assigned to the employee
StatusThe current state of the procedure.
ProcedureThe name of the procedure.
Complete Upon LoginA toggle that indicates if the procedure should be completed upon login. If this is checked then everytime an employee logs into self service they will be directed immediately to the procedure.
Completed OnThe date the procedure was completed on.
Completed StepsOnce the new hire completed a step in the procedure it will be populated here. This is useful to track the new hire progress in a procedure.
Outstanding Steps If a procedure has been suspended then this field will populate the outstanding/remaining steps the new hire still has to complete.


Required Documents#

This portion of the screen allows the user to view all Documents that require a Sign Off. It also shows them the name of the document, the Parent document that it is tied to and if/when the document was signed by the employee.

Document
The name of the document.
Description
Additional verbage used to describe the document.
Parent Document
The name of the parent document.
Sign off
Toggle used to indicate if the employee has signed off on the document or not. If this field is populated with a check mark then the employee has signed the document.
Sign Off Timestamp
The date and time the employee signed off on the document. This field only populates when a sign off occurs for the related document.

Related Screens#

  • WAMSO - Employee Signed Documents.
  • WMMSD - My Employee Suspended Procedures.
  • WAMSD - Manage Suspended Procedures.
  • VMSD - View Suspended Procedures.