PeopleMatter: Administrators: How do I Reset a New Hire's Onboarding Tasks?

When would I reset a new hire's onboarding tasks?

• An Administrator can reset a team member's onboarding tasks in the event the new hire makes a mistake entering information during the onboarding process.
• Resetting the onboarding tasks will NOT reset Section I of the I-9.  

Who can reset a new hire's onboarding tasks?

• Primary Administrators
• Financial Administrators

How do I reset a new hire's onboarding tasks?

• Open the Team Member's Record.
• Click the Onboarding tab.
• Click Team Member's Tasks.
• Click Reset Company Onboarding Tasks or Reset Location Onboarding Tasks.
• You will see a warning that this action is not reversible.  Click Reset. 

• The new hire will then log back into their WorkFile and complete the items that have been reset.

Related Articles:

• PeopleMatter: Section 1 of the I-9 is Incorrect. What do I do?
• PeopleMatter: How do I Make Corrections to Section I of my I-9 form?