We would like the ability to selectively enforce that all required onboarding items are complete before the Initialize process. This way it could help prevent setting up an employee with incomplete information. We have multiple admins who are involved in the approval process of new hires, and we rely on various tasks as a form of workflow in the process before initializing.
Mitzi Jones
| Company | E.R. Snell Contractor, Inc. |
| Job Title / Role | Project Coordinator |
| I need it... | Yesterday...Come on already |
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Hey Mark - Issue is that an employee can be initialized without all required personal information, document templates and custom tasks being complete. Initialization shouldn't be allowed unless all red asterisk items are complete.
Hi All,
If the issue is that someone is being onboarded before they are meant to be, we do have a way to restrict who can initialize the employees to Vista. Would restricting the group that can initialize help? This can be done with the employee groups that can initialize on the Hiring Locations setup.
An extension to this suggestion is to allow for an additional validation layer within 'admin only' task items where they are visibly flagged as incomplete if the required answer is not chosen. (i.e. PASS selected on drug screen task item)
I agree. Requiring the forms to be completed should be logical.