PeopleMatter: Managers: How do I Use the Manager Onboarding Dashboard?

Administrators and Managers can use the Manager Onboarding Dashboard to monitor completion of manager onboarding tasks for new hires.

To access the Manager Onboarding Dashboard in Legacy View:

• Select WorkSpaces
• Under your organization's name, select Administrator

The Administrator WorkSpace or Home tab will appear

• Select Manager Onboarding

Fig.1 - Home > Manager Onboarding

A list of Team Members will appear, with the status for each individual shown on the right side of the screen.

• Search for a Team Member by name or use filters to narrow down your results
  • The Units/Stores filter will allow you to filter on a specific location or locations that you have access to within your organization
  • The Jobs filter will allow you to filter on a specific job or jobs within your organization
  • The Status filter will allow you to filter on Active or Inactive Employees
  • The Advanced filter will allow you to filter on Onboarding Statuses, Tax Credit Processing Statuses, Background Check Statuses, and Hire Date Statuses
• Use the dashboard to follow up with Team Members and Managers to complete Onboarding in a timely fashion

Fig.2 - Search filters

To access the Manager Onboarding Dashboard in Beta View:

• Select WorkSpaces
• Under your organization's name, select Administrator
• Use the beta toggle in the upper right corner to switch to the beta view

The beta view will open on the Home tab, displaying your manager dashboard.

• If you have access to more than one, the system will prompt you to select a location
• On the left side, you will see the navigation panel where you can access links to Applicants, Interviews, SMS Chats, etc

The 'Employee Follow Up' panel on the dashboard will display a quick view of employees, showing any manager onboarding and compliance tasks. 

• Beneath each employee, their onboarding status is displayed as well as action buttons where you can quickly send onboarding or a text to an employee 
• From this panel you can select an employee name to access their record, where you can view the full applicant record and take further actions

Fig.3 - Employee Follow Up - Beta view

Using Employee Filters:

• As well as using the Manager Dashboard to check on onboarding status, you can use the Employees tab to access advanced filters, using the filters button in the top right. 

Fig.4 - Employees tab, searching - Beta view

• The filters toggle allows you to narrow your search by: 
  • Hire Date
  • Location
  • Position
  • Tax Credit status - including Not Pre-Screened, Pre-Qualified, Not Pre-Qualified, Qualified, Not Qualified
  • Onboarding Status - including manager incomplete tasks, employee incomplete tasks, others incomplete tasks, and unset onboarding requests

Fig.5 - Search filters - Beta view