How To - Enable User to Manage onBoarding for Specific Employees

Enable User to Manage onBoarding

• Click Preferences --> Personnel
• Click the employee's name

• Check the options as pictured below:

 

• Go to Preferences --> Managers
• Click on "manage department assignments" for the applicable manager.

 

• Click "Assign new location/department"
• Select the appropriate location/department(s) (control+click to select more than one) and click submit.

 

• Click "limit personnel" to limit this new manager to view only select employees.

 

• Select "limited access" from the drop down menu.
• Check the names of the employees who this manager should have access to, and click "limit personnel":

 

• Click "edit permissions" and check the appropriate boxes on the left (do not change anything on the right), then click submit:

 

• The new manager is now ready to manage onboarding for the employees you selected in the previous step.  Managing onBoarding includes the ability to finish and sign form I-9 step 2.

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