Onboarding for Administrators

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1 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 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: The ability to brand the site to display your company logo for added personalization and recognition 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 Login To get started, once this feature has been activated for your company, log in to Web Pay as you normally would. Then select Onboarding from the Applications menu. Access to the Onboarding menu option is designated in the security role. To learn more about the Onboarding module, please contact your Account Manager.

2 From the Onboarding Home page, Administrators will have the ability to see employees and tasks. In addition, these users will have the capability of launching and configuring events. The Search box allows you to search for people, events, and tasks. From the top, you can Configure and Launch an Event or View Employees with Events assigned to them. The Admin Alerts panel conveniently organizes tasks, approvals, and overdue items for added peace of mind. You can view, complete, or reassign tasks with ease at the bottom of the page.

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 then click Create or the Create icon in the Payroll Id column. Prior to creating the record, Administrators can verify that all necessary sections have been completed. Administrators may change the Employee Id. Click Create to create the employee record. Quick links provide immediate access to specific sections for in-depth viewing and editing.

6 Once the record is successfully created, the Payroll User ID that has been assigned in Web Pay will be displayed for reference. The record will then automatically be viewable within the Employee Search screen in Web Pay.

7 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. Users can customize a variety of details related to the Event including notification settings and specific tasks. Utilize the copy icon to copy an existing event for modification.

8 Module Setup Companies will 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, click Module Setup from the top of the Home page. Upload your company logo and obtain the URL for employees to use when entering new hire information in Settings. Map the Web Pay security roles in Security. Customize the employee Welcome page in Home Page Topics. Select and customize the tasks that can appear in the event in Tasks. Copy and customize a task by selecting the copy icon in the Actions column, or select Add Module Task to create a new task.

Onboarding for Administrators

Onboarding for Administrators 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

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