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Talent Onboarding - Admin Actions

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Table of Contents

Overview

Terms

Setup

Integrations

Integration Requests

Client Admin

Talent Tasks

Talent Tasks - Recruiter Permission Setting

Client Admin - Setting Recruiter Permission for Onboarding Tasks

Talent Task Packets - Create and Manage

Client Admin

Talent Profile

Talent Access Setting

Client Admin - Setting Talent Access to Profile

Talent Tasks - Permission Setting

Client Admin - Setting Recruiter Permission

Recruiter - Setting Talent Permission

 

 

Overview

For Avionte Back Office clients, Onboarding will be configured during the initial setup of your instance of Integrated Solution/Connect. Contact your SAE for initial set up of the Integrated Solution.

 

 

Terms

Admin - a client user with admin access to the client's environment including some (not system settings) configuration access

 

Setup

Multiple roles enable and configure parts of the application based on their role.

 

Integrations

Client Admins, please contact your Avionte account manager for initial enablement of an integration. 

 

Integration Requests

Role: Client Admin

  1. Log into an account in Integrated Solution/Connect

  2. Navigate to Account & Settings > Avionté Marketplace

  3. Scroll or search for the integration name to locate the corresponding tile (ex. ADP WOTC, Adobe Sign, etc.)

  4. Click Details to open the integration's configuration

  5. Follow the prompts to set up the integration. Each integration's setup is different. If the Have an Avionte Account Executive contact me button is available, selecting this will send an email to the Avionté client management team to notify them of your interest.

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Talent Onboarding Tasks

Talent Tasks – Recruiter Permission Setting

Role: Client Admin - Setting Recruiter Permission for Onboarding Tasks

Client Admins have the permission to set which Task(s) can be sent by recruiters; this is specific to the sending of tasks, profile areas, integrations, and documents.

  1. Open the Account & Settings drop-down and select Utilities. Then, open User Groups.

  2. Create a group.
    • Name the group.
    • Add users to the group. 
    • User Groups are designed to efficiently enable permission access to a larger group as opposed to the individual management of user access. In the event a new integration is added or permission level is changed for an existing integration, a one-time, mass change can be applied.

  3. Open the Account & Settings drop-down and select Utilities. Then, open Talent Onboarding Tasks
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  4. Expand the Task Categories using the arrows. Read more about each category and the available configuration below:
    • Onboarding Tasks Area: Sets which Profile Tasks (Personal Info, Direct Deposit, etc.), are On/Off for Recruiters to send as a talent task

    • E-Signature Templates: Sets which E-Sign document/template is On/Off for Recruiters to send as a talent task
      • There are additional permissions to be configured such as:
        • Template Type:  This allows you to select if the Template is an I-9 or Federal W4, all other templates would be the type of general.
        • Review by employer required:  When selected this will require an additional review by an internal team member before the e-signature document would be considered complete and the data on the document populates into the mapped fields.
        • Documents remain visible after completion:  This will allow a completed document to remain visible for the Talent to access and review even after it is complete.
        • Requires Recruiter Action First:  This permission ensures that when a task is set it is first delivered to the Recruiter (or internal user) to complete prior to being sent to the Talent for signature.
        • Template Permissions: A User group can be added and permissions in this area.  If you have other templates already permissioned similar you can copy from that setup as well.
          • Send = User can send this e-signature document out to a Talent to complete
          • Finalize = User can take action to get a document into a completed status (sign and/or verify)
          • View = User can open and view the document once it is in a completed status
          • Delete = User can delete this e-signature document (please note this will not delete it from Adobe Sign)

    • Integration Tasks: sets which integration is enabled for Recruiters to send as a talent task
      • User groups are also used here to permission the right groups of users to be able to send these tasks. 
    • Assessment Tasks: sets which assessment integration(s) are enabled for recruiters to send to talent
      • User groups are also used here to permission the right groups of users to be able to send these tasks. 

 

 

Talent Task Packets – Create and Manage

Role: Client Admin

  1. Open the Account & Settings drop-down and select Utilities. Then, open Talent Task Packets

  2. Click + button

  3. From here, a Recruiter/Admin can set
    • Packet name
    • Talent Task(s) to be included in the template
    • Arrange the order of how tasks will be presented

  4. Click Save 

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Talent Profile

Talent Access Setting

Role: Client Admin - Setting Talent Permission to Profile

Users can set limits on which profile area(s) Talent can view and edit.

  1. Open the Account & Settings drop-down and select Utilities. Then, open Talent Profiles.

  2. Toggle which tab(s) Talent can or cannot view and edit
    TalentProfileTabs.png

 


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