PeopleMatter: How do I View a Team Member's Onboarding Tasks? (video)

Overview

Managers and Administrators can view information related to Onboarding from the Team Member's Record. 

To view a Team Member's Record

• Select WorkSpaces
• Under your organization's name, select Administrator
• The Administrator WorkSpace or HOME tab will appear > select Team Members
• Team Members will display > select the Team Member's Name to view their record in detail  
• Go to the Onboarding tab
  You will see Manager's Tasks, Team Member's Tasks, and Tax Credits.
  • Manager's Tasks - View the onboarding tasks required of Managers; you will see the tasks listed here that you have access to and responsibility to complete
  • Team Member's Tasks - View the onboarding tasks required of New Hires; you will see all tasks listed here and view the completion status
  • Tax Credits - View and complete any information required to process a tax credit for this individual, if applicable at your organization

Fig.1 - Access Onboarding tasks through Team Member records

Video Guide