Onboarding Requirements
The Onboarding Requirements segment displays all Compass (Compass Job Requirements) and Classic (Onboarding Requirements) Onboarding items/packages/forms required by this Job Order. Onboarding Requirements set up on the associated Client record automatically default into the Job Order but can be removed, if needed. In addition, you can add requirements specific to this Job Order.
NOTE: You must have already created the Onboarding item/package/form in Administration before adding the item/package/form to a Job Order record. For information on adding an Onboarding item, click the link below:
For information on adding a Compass Item, click here.
For information on adding a Compass Package, click here.
For information on adding an Onboarding Item with Form from local drive, click here.
For information on adding an Onboarding Item with Form from document library, click here.
For information on adding an Onboarding Item without Form, click here.
NOTE: This option places the requirement on the Job Order but does not assign it to any submitted Candidate. To do that, you must complete the Assign Compass Onboarding Job Requirement workflow in the Submittal Tracking area.
This topic has the following subtopics. You can either scroll down to see all subtopics or simply click on a link below to go directly to that subtopic.
The Compass Job Requirements grid consists of the following columns:
Item: The Compass Onboarding Item name. For more information about Compass Onboarding Items, click here.
Package: The Compass Onboarding Package name. An item does not have to be part of a package and therefore, this column may be blank. For more information about Compass Onboarding Packages, click here.
Type: This will display Data Collection.
Hire Req: Indicates how the system will react if this candidate is placed on an assignment without the onboarding item in a completed state. The options are:
No Warning: System will not warn the user when assigning the Candidate.
Warning Only: System will warn the user, but will not prevent placement of the Candidate.
Prevent Placement: System will prevent the placement of the Candidate until the onboarding item is completed.
Input Date: Date that the Compass Requirement was entered into Administration.
Input By: User who added the Requirement in Administration.
Click the Add Item button.
The Add Onboarding Item window displays.
Use the Branch, Package and/or OB Item Name fields to search for the item you want to add. When you have the filtering criteria you want (if you do not want the list filtered, leave all three fields blank), click Find.
A list of items matching the filtering criteria displays.
Place a check in the box for each item you want to add to the Job Order record.
Click Confirm.
Click the Add Package button.
The Add Onboarding Package window displays.
Use the Package field to search for the package you want to add. When you have the filtering criteria you want (if you do not want to filter the search, leave the Package field blank), click Find.
A list of packages matching the filtering criteria displays.
Place a check in the box for each package you want to add to the Job Order record.
Click Confirm.
Select one or more items that you would like to remove by clicking in the box to the left of the item name on the Compass Onboarding Requirements grid.
Click Remove.
A confirmation message displays.
Click Yes.
The Onboarding Requirements grid consists of the following columns:
Name: The name of the Onboarding form.
Hire Req: Indicates how the system should react if a candidate is placed on an assignment associated with this client without the onboarding item in a completed state. The options are:
No Warning: System will not warn the user when assigning the Candidate.
Warning Only: System will warn the user, but will not prevent placement of the Candidate.
Prevent Placement: System will prevent the placement of the Candidate until the onboarding item is completed.
Group: Indicates the Group (e.g. Hiring Forms) associated with the form.
Date: Indicates the date the form was added to the Job Order record.
Input By: Indicates the user that added the form to the Job Order record.
Click Add.
The Add Onboarding Requirement window displays.
Use the Name and/or Group fields to search for the requirement you want to add. When you have the filtering criteria you want (if you do not want the list filtered, leave all three fields blank), click Run.
A list of items matching the filtering criteria displays in the Forms area.
Place a check in the box for each item you want to add to the Job Order record.
When you are satisfied with your selections, click Confirm.
Select the item you want to update by placing a check in the box to the left of the Name column on the Onboarding Requirements grid.
Click Update.
The only field that can be edited is Hiring Requirement. Use the Code Selection icon to select the Hiring Requirement you want to use.
If you want to add any notes about the change you are making, type the note into the Notes text box.
When you are satisfied with your changes, click Confirm.
Select the Onboarding item or items you want to remove by placing a check in the box to the left of the Name column on the Onboarding grid.
Click Remove.
A confirmation message displays.
Click Yes.