The Onboarding Defaults page is where add, review, or edit the onboarding information associated with the customer. This information will automatically be assigned to new hires created for the customer.
To access this section, select Admin on the Dashboard, the Admin Home tab displays, select the Manage Customers link in the Maintenance section to open the Customer Admin tab, select the Customer Name link and the Onboarding Defaults tab.
The following elements are displayed:
Default Agency Information:
- Agency/Department. This is the agency name.
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Bureau/Division. This is the bureau or division name.
- Use External Name. This radio button replaces the text with the External Customer name from the Customer Information page. This option may only be used for one of the values.
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Branch/Organization Name. This is the branch or organization name.
- Use External Name. This radio button replaces the text with the External Customer name from the Customer Information page. This option may only be used for one of the values.
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Activity/Unit Name. This is the name of the activity or unit.
- Use External Name. This radio button replaces the text with the External Customer name from the Customer Information page. This option may only be used for one of the values.
Default Contact Information:
- HR Contacts. This is the name of the primary HR Contact for the customer.
- Benefits Contacts. This is the name of the primary Benefits Contact for the customer.
- Payroll Contacts. This is the name of the primary Payroll Contact for the customer.
- Additional Contacts. This is the name of the additional contact for the customer. For instructions, see: Editing an additional contact.
The Default Activity Summary fields allows users to set how often new hires should receive the Activity Summary email.
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Frequency. Select how often new hires will receive the Activity Summary email. The following options are available:
- Monday / Wednesday / Friday
- Never
- Content. This is the information provided to the new hire in the activity summary email.
For additional information, see: Manage Customers Related Tasks.
The Default Text Alert (Tentative Offer Only) toggle allows customer level default to enable the ability to automatically elect all new hires associated with this customer to receive text alerts for Tentative Job Offers only. You can disable the text alert for new hires in their individual records.
Note: New hires must also opt-in to receiving text alerts within their USAJOBS profile.