Onboarding Set Up – India

Set Up Activity Guide Templates

Enterprise Components>Activity Guide Composer > Activity Guide Composer Templates

 Create a new template by cloning from existing one OBDSTND.

 Please enter the new Template Details as shown below. And click on Continue.
Manage Activity Guide Templates
PeopleTools>Activity Guides>Activity Guide Templates

 Since we have started by cloning a template, delete all the steps except Attachments
and Summary steps.
 We need to add the steps if we want to include in your Activity Guide Template.
 Add new Items by giving unique Item Id.

 For custom pages, please Select Content type as PS Component and Click on Create
Service link to create a new service from the selected Content Reference.
  We will assign a description to each step and specify the order in which the steps need
to be completed by giving the sequence number.

For NDA document step

 For mandatory steps select Required.
Configure Documents
Set Up HCM>Common Definitions>OnBoarding>Configure Documents

 Use a Configure Documents component to set up documents for the onboarding

process.
 It enable your employees to download and view, take action, or attach documents that
are vital to the employment process.
 Select an action that new hires need to take after downloading the document. Select
below option.
o “None” if no action is required
 Initially we are creating the template and then we are attaching the document group to
that template.
 In the document group we can attach whatever the documents are available in
particular template once an employee onboard.

 List of documents needs to be attached in the document group.

 We have used the existing Document Groups DOCGROUP1 in below navigation.
Set Up HCM>Common Definitions>OnBoarding>Document Groups
Onboarding installation settings
Setup HCM>install>Product Specific>OnBoarding Installation
Assign an On Boarding Template by a default template
 On the OnBoarding Installation page, the user role is defined. New hires need this role
to access the OnBoarding tile and other related components.
 Administrator options that allow administrators to complete and delete onboarding
processes that are being reviewed on the OnBoarding Status page.
To include Onboarding Activities Tile in Employee Self Service Home page.
Navigate to People Tools>Portal>Structure and Content>Fluid Structure Content>Fluid
Homepages

 Click on edit link and then go to “Tile Content” tab.

  Make “OnBoarding Activities” Tile as required.

Roles need to be added to New Hire

 OnBoarding Employee
 AG Composer User
Roles need to be added to Administrator

 OnBoarding Administrator

Manage Onboarding Event

Set Up HCM>Common Definitions>OnBoarding>Manage OnBoarding Event

 On rare occasions where a new hire is assigned to a wrong onboarding process or a

process is missing for a new hire, an administrator can make manual updates.
 On the Manage OnBoarding Event page, administrators can change/delete the template
used for the onboarding process.
 The administrator can also delete the template that is assigned in below navigation. And
also can see the Template status assigned to different employees.

PeopleTools->Activity Guides->Activity Guide Instances

 HR/Admin can view the onboarding status of individual employee in below navigation.
Workforce Admnistrator->Onboarding Status

 HR can Complete/Delete the onboarding process of an employee from onboarding status page.