You can configure onboarding and offboarding items for filled engagements by client
organization location. Templates for the items can be configured with multiple items and
added to different engagement types, depending on the client business need. You can also
configure a default template of items that is automatically added to a filled
engagement.
Note: Onboarding and offboarding items are defined at the country level,
and cannot be configured at the organization level.
You can also specify if an item must be completed before an engagement begins. You can
also add any number of items for a worker to complete for the engagement. If the client
organization has a compliance obligation to review onboarding or offboarding information
for an engagement, you can specify specific permissions for that client and configure
the information that the compliance role can view.
The workflow for creating these items is to first define the item, and then define the
template that is used for each engagement type, or for all engagement types. You can
also make the template default for a certain engagement type.
Completed, unexpired items can be reused between engagements (if configured). This
functionality enables you to add completed items for returning workers. Reused items are
automatically appear on the
Onboarding tab of the new engagement.
MSP users must click the link to add the completed item to the engagement. Documentation
that attached to a completed onboarding item is also transferred to the new
engagement.
Tip: If you reuse an item, but do not want to retain
supporting documentation for the item, click Cancel when
editing the new engagement's items. The item is still added to the new engagement,
however, the item status is set from 'Completed' to 'Pending'. This allows you to
collect updated documentation for the worker.
If your MSP organization is using the ServiceNow third-party application to complete
payroll onboarding, then a worker is required to access ServiceNow to access the
boarding items. The VMS displays a status for items in the On/Off Boarding
Dashboard (see On/Off Boarding Dashboard) or at the
engagement level (, see Complete Onboarding or Offboarding Item). See Onboard Payroll Workers with ServiceNow.