Types of Onboarding Tasks (Tabs)

When creating a new hire packet template, you will be able to add a variety of different documents and task types to the packet for either a new hire or an internal task assignee. Use the guide below to determine what types of onboarding tasks to add to your packet.

In this article:
Informative Tab
Document Tab
Sign & Scan Tab
Online Form Tab
Background Check Tab
Goals Tab
Meet your Team Tab
Introduce Yourself Tab
Internal Task
Additional Resources

Tabs Available

Informative

Informative Tab

An Informative tab enabled new hires to review information typed into a rich text editor by the Onboarding Coordinator. This tab is view-only and does not require a signature. Video and image embeds are supported.

• Example: The Welcome Tab
• When to use: When you wish to provide the new hire with information that does not require a sign-off and you do not have formal documentation of this info in place

Document

Document Tab

A Document tab is used when the new hire needs to review a document uploaded by the Onboarding Coordinator. The document tab will capture a legally binding electronic signature in the system when the new hire marks the task as complete.

• Example: employee handbook or sexual harassment policy
• Pulls PDF document from the Document Library
• When to use: when you have documentation that the new hire needs to view and sign off on (acknowledgment of receipt + signature)

Sign & Scan

Sign & Scan Tab

A Sign & Scan tab allows the new hire to download, print, fill out, then scan back in a PDF document from the packet. This will serve the same purpose as a fully online form but will require more work on the part of the new hire. Converting to an online format is recommended when possible to improve the new hire onboarding experience.

• Example: the paper version of any online form (such as a benefits enrollment form)
• Pulls PDF document from the Document Library
• When to use: in place of a custom online form, when more than a signature is required

Online Form 

Online Form Tab

An Online Form allows a new hire to complete onboarding forms in a fully electronic format. Online forms are available upon request. Requests for online forms will go through your account Implementation or Relationship manager. ClearCompany has a number of stock forms available to all clients and can build custom online forms as needed. Depending on the terms of your agreement, there may be a development fee associated with building custom forms. Speak with your account Relationship or Implementation manager for more information.

• Example: W-4, state/province tax form, or a benefits enrollment form
• Pulls an online form from the Online Form Library 
• When to use: in place of a sign-and-scan form, when more than a signature is required

Please Note:

We advise against using the "No Approval Option" on tax forms. Organizations are responsible for ensuring that all tax forms, both state and federal, are completed accurately. Additionally, Personal Data Sheets and Direct Deposit/Payroll Forms contain sections that must be filled out by an internal user. This information is essential when submitting new hire documentation.

Background Check

Background Check Tab

The background check tab will allow you to run E-Verify through one of our partner providers. Please check with your Implementation or Relationship manager for more information on our partners and pricing.

Goals

Goals Tab

The Goals tab will allow you to pull goals set in a requisition into a new hire's packet so they can know from day one what they're expected to accomplish in their role and how to get there.

Meet your Team

Meet your Team Tab

The Meet Your Team Tab will allow the new hire to see the members of the team that they will be working with. This information is pulled from the requisition details and the hierarchy set up in the system.

Introduce Yourself

Introduce Yourself Tab

In order to see this tab, you must be using ClearCompany Celebrations and have the "New Hire Introductions" enabled under Tools>Setup>Celebrations. This tab will allow new hires to introduce themselves to the team, including a fun fact, and also add a profile picture.

Internal Task

Internal Tasks allow you to assign tasks to a hiring manager or your IT team to make sure the new hire is set up properly for their first day. This includes assigning applications, devices or any forms that a hiring manager would need to complete.
Please note: For form approvals, such as the employer portion of the I-9 or approval on a personal data sheet, you do not have to add these manually as internal tasks. The system will automatically request approval on these items.

Internal Task Tab Options

1. Information: This can be used to alert the Hiring Manager to complete tasks such as device assignments or application setup.
2. Document: This can be used to assign a document to the user to look over a document for the new hire. 
3. Sign & Scan: This is used if there is a document the user will need to sign and scan back related to the new hire.
4. Online Form: This is used if there are any forms that you would like the user to complete.
5. Background Check: This is used if your process includes having a user start the background check.

Additional Resources

Introduction to Onboarding
How to onboard candidates
Simplifi-9 I-9 and Everify Integration - Overview