Page tree

As an Onboarding Manager, you can update and track onboarding requests in the Onboarding Portal. The following image shows the tasks that you can perform in the Onboarding Portal:

This image shows the tasks that you can perform in the Onboarding Portal

To search for an onboarding request

In the Onboarding Portal, enter your search words in the Search field, and press Enter. In the default view, the relevant requests are displayed in the in progress, upcoming, or completed section. In the grid view, a filter is selected by default. When you search for a request, if no results are displayed, you can search again after clearing or changing the filter set.

To modify an onboarding request

You cannot modify an onboarding request if it is set to the Canceled or Closed status. You can only add an activity note to the request.

  1. Open an in progress or upcoming request.
  2. Click and select Edit request.
  3. In the Onboarding information section, modify the following details:
    1. Hiring manager, recruitment manager, manager
    2. Buddy
    3. Joining date and job title
  4. In the New hire information section, modify the mobile number of the new hire.

    Important

    You cannot update any other personal details of the new hire.

  5. In the Employment information section, modify the following details:
    1. Organization and department
    2. Location type and joining location
    3. Employment type and employee type
  6. Click Save.

To communicate with the team

  1. In the default view, click for the onboarding request in which you want to add an activity note, and select Add/View activity notes.
  2. In the Add/view activity notes pane, add a note, and click Post.
  3. (Optional) To make the comment available in BMC Helix Digital Workplace Advanced, select the Public check box.
  4. To add a file to the note, click , and attach a file as an activity note.
  5. Click Post

To add a buddy for a new hire

  1. Open an ongoing or upcoming onboarding request for which you want to add a buddy.
  2. Click , and select Edit request.
  3. Select a Buddy for the new hire.
  4. Click Save.

To view and add assets to an onboarding request

A case business analyst can configure the named list to fetch new hire assets from the correct data source. Learn how a case business analyst configures a named list in Modifying the data source or qualification for named lists.

  1. From the list of ongoing or upcoming onboarding requests, click for the onboarding request for which you want to view assets, and select .
  2. To add a laptop, click in the Laptop text box, and select from the available items.
  3. To add peripherals, click in the Peripherals text box, and select from the available items.
  4. To add software, click in the Software text box, and select from the available items.
  5. To view the details of the assets that are assigned to the new hire, click View details.
  6. Specify the reason for adding new assets for the new hire.
  7. If the request is reviewed, select .
  8. Click Save.