Onboarding – New Hire

Select the 'New Hire' option if the individual has never been employed by the district.

1. Once signed in to atrieveERP navigate to the 'Employee Onboarding' menu item, the Employee Onboarding page will display and by default the option selected is 'New Hire':

2. Enter the applicants email address in the field provided

3. Enter the applicants name in the field provided

4. The selected form field displays the default form based on the district's configuration setup, but can be modified by clicking the down arrow and selecting a different form

5. A copy of the email can be sent to an HR person (blind cc'd). A default email recipient can be defined in the Onboarding Web Profile, to modify the email recipient, simply entering a new email address in the field provided.

6. The email subject line is pre-defined but can be modified.

7. The email message is pre-defined but can be modified, if necessary. Caution: if the outgoing message is edited, be sure not to alter or remove the parameter fields {0} or {1}. These fields are populated by the system when the email is sent to include the employees name {0} and the specific website URL to access onboarding {1}.

8. One all information is correct, click Send and the system will send the appropriate email notifications to the new hire, with credentials and instructions to begin the onboarding process.

9. To clear all information entered, click Reset and the fields will be set back to their default values.