Complete a new hire onboarding case

You can work on an onboarding request to ensure that all required documents have been reviewed and signed prior to the first day of a new hire.

Before you begin

Role required: hr_basic or hr_case_writer

About this task

HR agents ensure that new hires as part of the onboarding process review and sign all required documents.

Approval is required. Approvers use the HR Service Portal or from the case on the Employee Data Management Cases form. After approval is received, the State changes to Work in Progress.

Procedure

  1. Navigate to HR - Employee Data Management > Case Management > Employee Data Management Cases.
  2. Click a case number.
  3. Scroll down and review the HR Tasks.
    As the new employee completes the assigned tasks, the State changes to Closed Complete. Tasks in Ready state are not complete.
  4. Click the task numbers assigned to you.
  5. Click State or use the buttons at the top of the page.
  6. Click Save or Start Work to save the case information and change the status to Work in Progress. Click Update to save the case information and return to the Employee Data Management Cases list.
    When all tasks are complete, the state of the case changes to Closed.
    To reactivate a user with a Canceled state, check the Active box under the User ID.