Viewing and tracking onboarding requests
Default view
The default onboarding portal view shows onboarding requests in a card layout that you can flip by using the left and right arrows. The following image shows the default view of the Onboarding Portal:
Grid view
To view the requests in a grid view, click 
. The following image shows the grid view:
Detailed view
The detailed view of an onboarding request differs based on the status of the onboarding request. The following image displays the detailed view of an in progress request:
Grid view
To view the requests in a grid view, click . The following image shows the grid view:
Task statistics of an onboarding request
On the Onboarding Portal, onboarding managers can view task statistics related to the status of the onboarding tasks. Viewing the task statistics helps onboarding managers to keep track of the list of tasks and get the details.
Item | Description | Instruction |
|---|---|
1 | Filter the listed tasks by entering or selecting values in the available filters. |
2 | The filter criteria is applied to tasks in the grid. By default, Unassigned tasks filter is applied to tasks in the grid. |
3 | The task statistics displays the number of the following onboarding task statuses:
You can filter the tasks in the grid by clicking the task statistics. |
4 | Export all the tasks displayed in the grid to .csv format. |
5 | Search for a task by entering keywords or task ID. |
6 | View additional hiring details such as the hiring manager, recruitment manager, buddy, job requisition ID, employment type, location type, and joining location. |
7 | Perform actions for an onboarding request, such as edit or cancel an onboarding request, add or view the activity notes, and view the audit log.
|
8 | Refresh the tasks in the grid. |
9 | Modify the visible columns. |
Filter onboarding requests and tasks
An onboarding manager can filter onboarding requests and corresponding tasks by entering or selecting the following values in the available filters:
Filters | Values |
|---|---|
Onboarding request |
|
Task |
|
You can also filter the tasks in the grid by clicking the task statistics.
Onboarding request filters
Task filters
To view a corresponding case of an onboarding request
As an onboarding manager, open the case corresponding to the onboarding request in BMC Helix Business Workflows from the onboarding portal, without having to navigate to BMC Helix Business Workflows. The onboarding manager must have access to the business workflow to view the case.
- From the list of onboarding requests, open an onboarding request.
- From the detailed view of the onboarding request, click the linked Case ID.
The corresponding case opens in BMC Helix Business Workflows Cases console.
To track SLA statistics of an onboarding request
As an onboarding manager, track the SLA status and progress in the Onboarding Portal. The SLA status card displays the progress of the tasks that have breached the SLA and the to dos that have crossed the target due date. Use this data to track these tasks on priority and close them at the earliest.
- From the list of ongoing onboarding requests, open the onboarding request for which you want to view the progress of a task.
- From the list of tasks, click the task for the onboarding request for which you want to view the SLA status.
The following image shows an example of the SLA status card:
- On the task details page, add activity notes.
- Click the Add a note text box.
- Enter the details, and click Post.
- (Optional) To attach files to your notes, click Attach.