Monitor HR onboarding cases

You can use the Onboarding Dashboard to monitor the progress and status of employee onboarding cases. It helps you ensure that onboarding requests are being approved in a timely manner, and that tasks and fulfillment requests are completed before the new employee starts work.

Before you begin

Role required: hr_manager

About this task

You can also use the Onboarding Dashboard to balance the workload of HR agents and recruiters who work on the tasks associated with onboarding. By default, the dashboard displays the following gauges and reports.
  • Active HR Onboarding Cases: View a snapshot of each case and its workflow stage and state, and see who it is assigned to.
  • Open Onboarding Cases / Requests Awaiting Approval / Number of HR Profiles: Click any of these quick links to see the corresponding records.
  • HR Onboarding Cases by Location: Review the number of onboarding cases by state for each location.
  • Active HR Onboarding Cases by Assigned To: Evaluate the workload of onboarding cases assigned to each HR agent.
  • Active HR Onboarding Tasks by Assigned To: Evaluate the workload of onboarding tasks assigned to each HR agent.
  • Active HR Onboarding IT Requests: Review a list of IT fulfillment requests by state. An example is the request to set up and deliver a computer to the new employee.

You can customize any dashboard that you can access to add or remove gauges and reports. For example, an HR recruiting manager may add a report to the Onboarding Dashboard that lists the requests waiting approval grouped by location.

Procedure

  1. Navigate to Human Resources > Onboarding Dashboard.
  2. Perform any of the following tasks.
    OptionDescription
    See workflow task descriptions in the list of onboarding cases Point your cursor to a workflow icon to see a tooltip with the description. You can also click the arrow to the left of the icons to expand the list of icons and their descriptions.
    Work on an HR case Click the case number. After you make changes and click Update, the Onboarding Dashboard reopens.
    See the cases for a chart segment Click the chart segment. A list of the cases opens.
    Review the cases or tasks assigned to an HR agent Click the HR agent's name in the Active HR Onboarding Cases by Assigned To or Active HR Onboarding Tasks by Assigned To list.
    See the status of IT fulfillment requests Click the request state in the Active HR Onboarding IT Requests list. Select a request, and view the items in the Requested Items related list.
    Save the chart as an image file If a menu icon appears when you point your cursor to a chart, you can click the icon to export the chart to an image file.