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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 Profile > Partner Integrations

  3. Select the integration (ex. ADP WOTC, Adobe Sign, etc.)

  4. Click “Have an Avionte Account Executive contact me”
    • An email is sent to the Avionte SAE team

 

Talent 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. Navigate to Profile > Utilities > 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. Navigate to Profile > Utilities > Talent Onboarding Tasks

  4. Profile actions
    • 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. 

 

 

Talent Task Packets – Create and Manage

Role: Client Admin

  1. Navigate to Profile > Utilities > 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 

 

 

Talent Profile

Talent Access Setting

Role: Client Admin - Setting Talent Access to Profile

Recruiters can set limits on which profile area(s) Talent can view, edit, and update without being sent a task.

  1. Navigate to Profile > Utilities > Talent Profiles

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

 

Talent Tasks – Permission Setting

Role: Client Admin - Setting Recruiter Permission

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. Navigate to Profile > Utilities > Talent Onboarding Tasks

  2. Actions...
    1. Onboarding Tasks Area: Sets which Profile Tasks (ex. Personal Info, Direct Deposit.) are On/Off for Recruiters to send as a talent task
    2. E-Signature Templates: Sets which E-Sign document/template is On/Off for Recruiters to send as a talent task
    3. Integration Tasks: sets which integration is enabled for Recruiters to send as a talent task

 


Role: Recruiter - Setting Talent Permission

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

  1. Navigate to Profile > Utilities > Talent Profiles

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

 


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