How to Add Sign-On Bonus Agreements to Onboarding Tasks Workflow | Scribe

    How to Add Sign-On Bonus Agreements to Onboarding Tasks Workflow

    • Vanessa |
    • 11 steps |
    • 38 seconds
      1
      Move candidate to Start Preboarding
      Move candidate to Start Preboarding
      2
      Go through the normal steps until you get to the Add Tasks screen. Click on Filter by Category Select "All" in drop down list
      Go through the normal steps until you get to the Add Tasks screen. Click on Filter by Category Select "All" in drop down list
      3
      Select the appropriate Sign On Bonus agreement needed. *Please note: There is a employer section that will need to selected as well.
      Select the appropriate Sign On Bonus agreement needed. *Please note: There is a employer section that will need to selected as well.
      4
      Click Add Tasks to assign all tasks that were selected.
      5
      If you don't assign the sign on agreements during the start preboarding screen you can also assign on the candidate profile. Click on the candidate name if on the screen with the red and green buttons.
      6
      Click on the "More" tab and select "Onboard Status"
      Click on the "More" tab and select "Onboard Status"
      7
      Click "Add Tasks"
      8
      Select "None on page" to deselect all tasks that auto selected
      9
      Click the suggested drop down box and select "All"
      Click the suggested drop down box and select "All"
      10
      Select the appropriate Sign On Bonus agreement needed. *Please note: There is a employer section that will need to selected as well.
      Select the appropriate Sign On Bonus agreement needed. *Please note: There is a employer section that will need to selected as well.
      11
      Click "Add 2 tasks" to add to the existing list of tasks assigned