Creating users, assigning roles, and adding agents to support for the onboarding solution

As an administrator, you must create users and assign appropriate roles to them to run the onboarding solution. You must also add agents to the default support groups that are provided out of the box for the onboarding solution.


Related topics

Process for setting up the onboarding solution

The following image shows the high-level process for reusing a content use case and the current step that you are on:

This image shows the high-level process for reusing a content use case and the current step that you are on

Users, roles, and support groups

The following table lists the users that you must create, the roles that you must assign them, and the support groups that they should belong to:

User

Role

Support group

Details

Reference

User 1: User with manager access

Onboarding Manager 

NA

  • Use for approvals for requests raised by users and employees. This is also the hiring manager persona.
  • Provide entitlement to see Onboarding request and Onboarding portal.
  • Assign the Onboarding Manager role to this user. The following image shows the Onboarding Manager role and the assigned permissions:
    22105_OnboardingManagerRole.png

User 2: User working on cases and tasks

Case agent

  • Apex Global > HR Support > Apex Global - Recruitment group (Case assignee)
  • Apex Global > HR Support > Apex Global - Workforce Administration
  • Apex Global > HR Support > Apex Global - Front Office
  • Apex Global > Finance Support > Apex Global - Payroll
  • Apex Global > HR Support > Apex Global - HRBP
  • Apex Global > Legal Support > Apex Global - Legal
  • Use for working on cases and tasks.

User 3: User with regular employee access

NA

NA

  • Use this user as the Buddy for the new hire.

Where to go from here

Defining the configurations for the onboarding solution

 

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