Onboarding Request
Service portal users with required roles can submit an onboarding request. The request will be processed by the company's HR department. In their portal cabinet, the users can monitor the processing of their request and communicate with the employee assigned to it.
Roles required:
Create on the portal – organizational unit heads of any level and their delegates, as well as hrm_agent or hrm_supervisor.
Agent interface users with special HRM roles can process onboarding requests. Read more in the Agent Interface – Onboarding article.
Create a request
To create an onboarding request, complete the following steps:
- Go to Portal main page → Service catalog → HR.
- Click Onboard new hire and fill in the form fields.
- Click Send.
When the form is saved, the system redirects you to the confirmation page:
From this page, you can create another request. To do so, click New request.
To open your service request list, click Tickets.
Onboard new hire form fields
| Field | Mandatory | Description |
|---|---|---|
| Company | Y | Specify the company at which the new hire will work. |
| Organizational unit | Y | Specify the organizational unit to which the new hire will belong. If the Company is specified, you can specify only the organization unit that belongs to the company. |
| Job title | Y | Specify the new hire's job title. |
| Manager | Y | Specify the new hire's manager. |
| Date of employment | Y | Specify the date of the first working day for the new hire. |
| Last name | Y | Specify the new hire's family name. |
| First name | Y | Specify the new hire's given name. |
| Middle name | Y | Specify the new hire's additional name. |
| Mobile phone | Y | Specify the new hire's phone number. |
| Y | Specify the new hire's email. | |
| Date of birth | N | Specify the new hire's date of birth. |
| Citizenship | N | Specify the new hire's citizenship. |
| Description | N | Add the necessary information to onboard the new hire. |
| Task list | N | Select the checkboxes next to the tasks that need to be completed to fulfill your request. |
Use the attachment window to upload files related to the record. To add your files, drag and drop them into the attachment window or click Upload from computer and add files via the file manager.
Tickets
You can find the list of all your requests on the Tickets page. Visit the page any time to monitor the state of all your requests. To do this, go to Activities → Tickets in the header of the portal.