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:

• Click WorkSpaces.
• Under your organization's name, click Administrator.
• The Administrator WorkSpace or HOME tab will appear.  Click Manager Onboarding. 

• A list of Team Members will appear.  The status for each individual will display on the right.
• You can search for a Team Members by name or use Filters to narrow down your search.
• The Units 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.