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In this screen, the user can access the Onboarding checklist by selecting my checklist, then clicking “Open Checklist”
The checklist will open on the left of the screen with all task categories listed. These categories can be opened to view tasks that must be completed. Task categories include:
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Employee To-Dos:
Headshot upload
Personal Information Update
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Banking Details Update (click [+ Add] to advise new information
Tax File Number Declaration (fill in the form within the system, then click Submit Form)
Superannuation form (fill in the form within the system, then click Submit Form)
Fair Work Information Statement (click the link to view externally)
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Collect Staff Card from Reception (complete once received)
Workplace Health & Safety Training
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IT Security Awareness Training (view the external link, complete the training, then mark as complete)
Manager tasks:
Manager IT Checklist Form (upon selecting the task, a pop-up will immediately appear. Enter the name of the employee for which you are completing the onboarding checklist. This is shown before opening the checklist items.)
Fill in fields on the form as required, then click submit to send the workflow to IT for processing.
IT Tasks
Review Submitted Manager Checklist Form (click View Open to see a list of open form items. This form will advise the required IT/ facilities permissions for the new employee’s account/ card. Click Mark as Complete once complete.)
Payroll Tasks:
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Prepare Staff ID Card (view the checklist employee’s uploaded document – you will need to locate this from a list. We could improve this view by filtering Facility’s access to “Headshot only” and by displaying newest Forms first i.e. sort by Created Date, and by removing columns that aren’t required to simplify the display.
Click Download File
on the appropriate document. Use this to create the employee’s staff card, then mark task as complete.
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Review Submitted Manager Checklist Form (click View Open to see a list of open form items. This form will advise the required IT/ facilities permissions for the new employee’s account/ card. Action the appropriate items from this form, then click Mark as Complete once complete.)
This task is currently not working correctly despite being tested during UAT – Facilities are unable to view any submitted forms. To be reviewed
