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
TRANSIT #
ACCOUNT TYPE
BANK_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 On
Status
Procedure
Complete Upon Login
Completed On
Completed Steps
Outstanding Steps

Related Screens#

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