Onboarding Grid

Name

Name of the employee.

Format: Last Name, First Name "Nickname"

Employee ID

Identification number of the employee. This is assigned automatically when the employee is added to the system.

Employee SSN

Social Security number of the employee.

NOTE: Permission to view social security numbers is set up in the Staffing Service Rep Basic screen. A staffing service rep that does not have permission to view social security numbers will see the social security numbers masked with only the last four digits revealed.

Onboarding Status

Displays the current Onboarding Status for the employee:

• None: No request has been sent to the employee. You can generate a request by either clicking the Request Onboarding button on the Employee Basic screen or by right-clicking in the Employees Grid and selecting Request Onboarding. NOTE: If you want to sent multiple requests at the same time, select several records in the Employee Grid and then right-click and select Request Onboarding.

• Pending: A request has been sent, but no results have been received.

• Returned: A request was sent and results have been received from the employee.

• Complete: Results have been used to update data on the Employee record.

• Inactive: Manually selected status to indicate that results are not likely to be received from the employee. This allows you to remove it from any list of Pending statuses.

Email Address

Email address of the employee. This is the address that any onboarding request will/has been sent to.

Request Date

Date that the onboarding request was made.

Completed Date

Date that the data returned from Efficient Forms was used to update the Employee record.

Branch Servicing

Staffing Service Branch that is assigned to the employee.

Temp Status

Temporary status of the employee.

Direct Hire Status

Direct-Hire status of the employee.

• Onboarding Look Up

• Update Onboarding Screen