In the General Options section of Onboarding Setup, you are able to manage the use of offer letters and the type of prompts individuals receive when an electronic signature is required.
The Onboarding utility can email employment offer letters to candidates prior to sending an onboarding invitation. You can customize the offer letter content in Template Configuration. The offer letter request is processed via the New Hire EAN, providing for internal review and approval of the offer prior to it being delivered to the candidate. The individual receiving the offer letter will have the ability to electronically accept or decline the offer.
The setting on the General Options tab allows you to control who may create an offer letter request in the New Hire and Re-Hire EANs. If you do not wish to use the Offer Letter feature of Employee Onboarding, you may set this field to "No One" to inactivate it.
The document category specifies whether offer letters are visible in the Personnel Record and, if so, who can see them.
E-Signature PromptE-Signature Prompt
When an employee e-signs a document, the system displays a confirmation dialog where the user must enter his or her initials. You can specify the text that appears in the dialog on the E-Signature Prompt tab. By clicking the Add button, you may also create different confirmation prompts for different documents or situations. When you set up an e-signature task in a template, you can select which of the confirmation prompts to display.
Force Onboarding on EANsForce Onboarding on EANs
When enabled, the "Activate Onboarding" field in the chosen EANs will default to being selected and may only be de-selected by users with HR Administrator or HR Function access rights.
Related Help Topics:
Onboarding Employment Screening