PeopleMatter: Managers: Enable Onboarding Tasks for a Manually Added Team Member

Overview

When manually adding a Team Member through your Company Settings or using the bulk upload option, the onboarding tasks will be left off by default. In the event that you need these turned on you can do so at any time.

To enable the onboarding tasks for a Team Member added manually

• Select WorkSpaces
• Under your organization's name, select Administrator
• Select Team Members
• Team Members will display. Select on the Team Member's Name to view their record in detail
• On the Work Info tab, select Make Changes > Enable Onboarding

Fig.1 - Enable onboarding tasks for a team member

• A window will appear asking you to confirm or cancel the action
• Select Enable Onboarding

Fig.2 - Enable Onboarding button

• You will see a notification under the location name that says, You must send an onboarding request
• Select Send request now

Fig.3 - Send request now button

• The Send Onboarding Request message template will appear
• Select Send Onboarding Request.

Fig.4 - Onboarding request email template

• The message will be sent to the Team Member