Add Onboarding Item

The Add Onboarding Item workflow adds a new onboarding item that can be assigned to candidates, clients and job orders. Items assigned to Candidates display on the Compass portal for the Candidate to complete and eSign (if required). Items assigned to the Client and Job Order indicate items needed in order to assign the Candidate to the job (depending on your hiring requirement selection).

• If you would rather work with existing onboarding items, see Compass Onboarding Items.

Compass Onboarding Items can be associated with Compass Onboarding Packages, but it is not required. A package can contain many onboarding items. In addition, any single item can be part of many different packages. Packages allow several onboarding items to be assigned at once. For more information, see Add Onboarding Package.

Each Onboarding Item is a separate workflow that the Candidate must complete on the Compass Portal. A Compass Onboarding Item can contain one or many fields, links and eSign documents. Thus, one single Item can prompt the user for multiple information (for example, first name, last name, phone number, etc.).

Note: Adding an item here makes it available to the Candidate, Client and Job Order record. You will still need to add it to those records to make it active for the specific Candidate, Client or Job Order.

For an overview of how Compass Onboarding Items interact with the Compass Portal. see Compass Portal.

Accessing the Add Onboarding Item Workflow

1. Access Administration > Administration > Manage Onboarding.
2. On the right side of the page, hover over Design Compass Onboarding. A flyout menu displays to the left.
3. Select Add Onboarding Item on the flyout menu.

Adding an Onboarding Item

1. On the Add Onboarding Item window, in the Name field, enter the name of the Onboarding Item. REQUIRED.
2. The Description field defaults from the Name field. If needed, enter a longer description of the Onboarding Item. REQUIRED.
3. In the Due Date field, enter the number of days after the item is assigned to a Candidate that it is due. Users can use the Onboarding Studio to see Candidates that are tardy getting an item completed. This is optional.
4. The Item Typeindicates the type of data being collected. If this item has the Compass user complete an I9 Form, select I9. If this item has the Compass User complete a Work Opportunity Tax Credit (WOTC) form, select Work Opportunity Tax Credit). Otherwise, select Data Collection.

5. In the Hiring Requirement field, use the Code Selection icon to select how you want the system to handle this item if it is not complete when assigning a candidate. You have three options:

   • No Warning: Adapt will not warn you if the user has not completed this item.
   • Warning Only: Adapt will warn you that the item has not been completed, but will allow the assignment/placement to continue.
   • Prevent Placement: Adapt will disallow the assignment/placement until this item is completed by the candidate.
6. When you are satisfied with your selections, click Confirm.
7. The Onboarding Item record displays. For more information about editing the record, see Viewing the Onboarding Item in Compass Onboarding Items.