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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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The checklist can be minimized by clicking the |<- symbol. The checklist overlay can be closed by clicking “Exit Checklist” at the bottom of the screen.
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Screenshots of all tasks follow:
Employee Tasks:
Welcome (Read the information, then click Mark as Complete)
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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.
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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. Click Mark as Complete once complete.)
Payroll Tasks:
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