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,
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 Name | Definition |
|---|---|
| Assgined On | |
| Status | |
| Procedure | |
| Complete Upon Login | |
| Completed On | |
| Completed Steps | |
| Outstanding Steps |
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.
