New Hire Experience
The new hiring dashboard makes it simple to provide the new employee with the necessary steps, information, and forms to complete the hiring process. First, the new hire will receive a welcome email. The welcome email will have the necessary steps the new hire will need to complete. Also in the email will be a link to begin their onboarding process.
Clicking on this link will take them to an authentication page. An email will be sent that contains their access code. Here they will enter the access code.
The user must SAVE that original email to access the portal each time.
Keep in mind that they are not yet a user within iiQ. Therefore, they will not log into your district's iiQ instant but instead access the New Hire Portal. Within the welcoming email, that button provides access to the New Hire Portal.
Looking for a New Hire Portal Best Practice? You can read more here:
Next, they will be directed to their New Hire Dashboard. First, they will be on the Overview page. Here, they can see the necessary steps to complete to be fully onboarded. There is a comment section on the overview page. If the user adds a comment here, this will add the comment to the parent ticket.
Each onboarding step is populated by the different sub-tickets generated when the original parent ticket is submitted for the new employee. The new employee can add comments if needed on each step. These comments will be added to the sub ticket for that specific step for the agent to review and respond.
Please see the help article for more details on creating and applying for sub-tickets.
Site Options
There are four site options for the HR onboarding process. On the left sidebar, click Administration and then Site Options. Under the HR Onboarding section are the options that control the content displayed on the new hiree’s dashboard.
New Hire Dashboard Confirmation Text - The confirmation message is displayed to the New Hire when onboarding is complete. For this message to display, all sub tickets and parent tickets must be completed.
New Hire Dashboard Intro Text - this content will display at the top of the new hire’s dashboard.
New Hire Dashboard Pending Text - The message will be displayed to the New Hiree when onboarding is pending.
Show go to your dashboard button - When onboarding is complete, show a button that directs the users to their dashboard.
Also, you can add your district’s logo in the top left corner of the new hire’s dashboard. Upload your logo under the Settings section in site options.
Custom Fields
You can add custom fields to each step of the new hire process. For example, if you need them to upload a file on a specific step, you can add custom fields for a file upload.
Another example would be if you needed to add informational content. Please see the help article for more details on creating and adding custom fields.
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Hannah Bailey - Director, Customer Engagement