Worker LifeCycle
You can track worker and request onboarding and offboarding using the LifeCycle feature in the Worker record. The feature displays two sets of on/offboarding tabs, one for each type.
The Requisition On/Off Boarding tab allows you to view configured boarding items and statuses, filtered by request/engagement. Use the drop down to view items for specific engagements.
The Worker On/Off Boarding tab allows you to view configured boarding items and statuses, filtered by client organization. The items that display are based on the worker record.
You can manage open items for a worker by selecting the level of item, and for engagement level items, selecting the engagement from the Requisition drop down. Engagement information displays in the header section of the page. Each item displays in the relevant section.
- Attachments - Click the
icon to upload documentation for the
item. If permission is not enabled, this icon is not visible. - History - Click the
icon to display a history of changes for the
item.
If you have permission, you can modify the status of either type of boarding item by
clicking 
, and modifying the Status drop down,
then clicking 
.
You can also add notes to the worker, specifically for the onboarding/offboarding lifecycle, click the Notes widget icon in the lower right corner of the screen.
If you are modifying a worker level item, select the client organization from the Client drop down. Additional fields might be required (for example, dates) to complete the item.