Onboarding for Administrators

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1 This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events Module Setup The Onboarding feature, available as a supplemental service, provides a simple yet engaging method for new hires, administrators, and supervisors to participate in the onboarding process. Highlights include: Easy tools for launching events and managing new hire tasks. An intuitive employee onboarding experience that reduces the time it takes to complete the hiring process. Flexible security roles that allow supervisors and other hiring partners such as IT or security to be effectively involved in the onboarding process. The ability to brand the site to display your company logo for added personalization and recognition. Login Once this feature has been activated for your company, log in to Web Pay and select Onboarding. To learn more about Onboarding, please contact your Account Manager. Access to the Onboarding menu option is designated in the security role.

2 From the Onboarding Home page, Administrators have the ability to view employees and tasks. In addition, these users have the ability to launch and configure events. Select Module Setup to configure the settings and user access for the event module. Select Configure Events to view or edit events that can be launched for the employee. Select Launch Events to launch an employee event. Click the Event link to access the employee s event and complete the assigned tasks. Select Add to add new employees. Select an employee and click Create to create the employee s Web Pay record. Use the Search field or the filter to display specific information.

3 Launch Events Select the radio button next to the event Name to choose the event. Choose the applicable employees for the designated event. Confirm and Launch the event.

4 Complete Tasks Complete all assigned tasks. Only the task owner is able to complete the task. Users may also be able to view or approve tasks. Task owners may be able to Reassign tasks to another user. Required fields will be indicated with green text. A thumbs up ( ) indicates that a section has been completed.

5 Create Records Administrators can easily create payroll records based on the details provided in Onboarding events. To accomplish this, users will simply navigate to the employee list, select the check box next to the record, and click Create or the Create icon in the Payroll Id column. Once the record is successfully created, the Payroll User ID that has been assigned in Web Pay will be displayed for reference.

6 Configure Events Onboarding Events can be tailored to meet specific company needs. Default New Hire events will be available to get you started. Copy and customize these events as needed to fit one or more new hire profiles for your company. Click Add Event to create an event from scratch. Select Add Event to create a customized event for your company. Select the copy icon to copy an existing event and customize it for your company. You can customize a variety of details related to the Event including notification settings and specific tasks.

7 Module Setup Companies have a variety of options to choose from when configuring their onboarding modules. This may include customizing tasks, security, and other company specific attributes. To get started, select Module Setup. Upload your company logo and obtain the URL for employees to use when entering new hire information in Settings. Customize the employee Welcome page in Home Page Topics. Select and customize the tasks that can appear in the event in Tasks.

Onboarding for Administrators

Onboarding for Administrators Welcome! This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events

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