A new hire will integrate to Merit when the following Manager's Tasks within Onboarding are complete:
- Section II of the I-9
- Select Team Member Role Task
To view Manager Onboarding Tasks:
- Click WorkSpaces.
- 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.
- For the Select Team Member Role task, you will need to indicate the specific position. This is required for integration to Merit and will trigger the new hire's training in Merit.
- The Administrator at your organization will receive a notification of a Merit error and appropriate next steps to remedy it.