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

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

To view a Team Member's Record:

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

For additional training regarding Onboarding Tasks, please view the Complete Onboarding - Complete Manager Checklist eLearning Lesson: