CHRS Knowledge Base

Onboarding

Updated on

This guide shows you how to work through new employee onboarding processes.

Each campus has its own onboarding processes that include specific tasks and workflows that determine the task order and timing. New hires are expected to complete learning and other tasks as they begin their new jobs. Hiring Managers are expected to complete administrative tasks in preparation for their new starter.

Hiring Managers and their delegates manage their own onboarding tasks and the new hire’s task progress from the New Hires and New hire tasks interface in CHRS Recruiting.

Manage Onboarding Tasks

Open My New Hires page

A Hiring Manager’s new hires are shown directly on the Hiring Manager’s dashboard. You can find new hires and their tasks from the Offers tile.

  • From the Hiring Manager Dashboard, click New Hires on the Offers tile.
  • The My New Hires page opens, showing the following information:
    • Applicant name
    • Requisition number
    • Job title
    • Application status
    • View offer link
    • View tasks link
  • You can view each applicant’s offer details.
  • You can view each applicant’s onboarding tasks.

Open My New Hire Tasks page

To work with new hire tasks, you work in two pages with slightly different functionality:

  • My new hire tasks lists all tasks for all of your employees.
  • New hire tasks shows tasks, due dates, and statuses for a particular employee onboarding workflow.
    • From the Hiring Manager Dashboard, click New hire tasks on the Offers tile.
    • My new hire tasks page opens, showing tasks for your new hires.
  • To find specific tasks, select the employee, task, or both in the Employee and Task boxes, then click Search.
  • The search results show the filtered tasks.
    • You can select onboarding tasks to complete in bulk.
    • You can View all tasks to manage an employee’s onboarding workflow.

Open New Hire Tasks

  • Open the My new hire tasks page.
  • To find specific tasks, select the employee, task, or both in the Employee and Task boxes, then click Search.
  • Click View all tasks in the search returns area.
  • The New hire tasks page opens. From here you can review the task list, including status and due date information.

Complete New hire tasks

You can complete your own tasks or complete tasks on behalf of your employee. Tasks are often done outside the system, but you mark them as completed within CHRS Recruiting

  • Open the New hire tasks page.
  • Click the task that you need to complete to open the task.
  • Do the task, using any information provided. In this example: ordering a phone.
  • Click Complete task.

Complete New Hire Tasks in Bulk

If you do several new hire tasks at once, you can complete them in bulk instead of opening each task individually.

  • Open My new hire tasks.
  • Select the tasks that you completed.
  • Click Bulk Complete.

Add a Task

Hiring Managers and their delegates can create a task if that task is not included in the onboarding workflow.

  • Open New hire tasks.
  • Click Add new task.
  • Complete the New task information.
    1. Title: Enter the title of the task. This is a mandatory field.
    2. Group: Which group does the task belong to? Examples: First day, first week. This is a mandatory field.
    3. Due date and Due time: Enter the due date and time for task completion.

    4. Description: Use the rich text editor to specify what the user needs to do to complete the task.
    5. Activity type: Skip. This is not used by CSU.
    6. Task allocated to: Select the person who does this task. This selection is mandatory.
    7. Add to favorites: Favorites are added to the user’s My Favorite Tasks on the new hire tasks page.
  • Click the ellipses icon […] in the toolbar to see more text editing options.
  • You can include hyperlinks to forms or other resources that the user needs to complete the task.
  • You can use the Merge fields link to see a list of merge field that you can use for writing the task description
  • Click Create.

End of Article

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Do you need an article? Contact Us