UltiPro Onboarding Training for Store Managers and Assistant Store Managers 1 2 Onboarding is a webbased product that automates and simplifies the new hire process Once you complete the four 4 steps of the Onboarding Process that data flows seamlessly to ID: 743617
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Hiring Manager onboarding
UltiPro Onboarding Training for Store Managers and Assistant Store Managers
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Onboarding is a web-based product that automates and simplifies the new hire process.Once you complete the four (4) steps of the Onboarding Process, that data flows seamlessly to UltiPro and from there to Time Management.
Additionally, Onboarding sends out e-mail notifications along the way to those who have a role in the new hire process – the Manager, the New Employee and the HR Generalist
Welcome to hiring manager Onboarding trainingSlide3
The Onboarding Process
Pre-Onboarding: Background CheckYou start this step by entering the information related to the new employee and their positionThe HR Generalist completes this step and electronically sending the new employee their new hire paperwork
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Step 1: Post Hire Verification Step
You complete this step with the employee on the first day of work
Step 3: Orientation Step
The new employee completes their new hire paperwork online before their first day of scheduled work
Step 2: New Employee Step
You complete this step to send the new hire information to
UltiPro
to be processed
Step 4: Signature StepSlide4
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Prior to the Onboarding process, you will need to request a Background Check for your new hire. Go to the PANDORA Americas Zendesk and request an HR O&O ticket for a Prescreen Request:
Pre-Onboarding
Once the background check has been completed you will receive the go-ahead from your HR Generalist to initiate the Onboarding Process.Slide5
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Log into the UltiProWorkplace
Go to the
Menu
and select the My Team tab. Select the Work Queue
link under “Onboarding”
Accessing OnboardingSlide6
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Once Onboarding opens, select Process from the menu barBeginning the processSlide7
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Select the Start button to begin to on-board your new hireBeginning the Post hire verification StepSlide8
New Hire Set-up Information
On the New Hire Set-Up Information screen enter the following information:First Name
Middle Name
(if applicable)
Last Name
At Home Selection
New Hire’s personal Email Address
(must be entered twice)
Expected Start Date
Make sure to select “
At Home
” as the answer to the question “Will the new hire complete his/her paperwork at home or on-site?”
For the Start Date – enter an expected start date
no less than 2 days from the initiation of this Onboarding process as you need to give the employee time to complete their new hire paperwork prior to starting.Select
Next to continue8Slide9
Where Will the New Hire be Employed?
On the Where Will the New Hire be Employed? screen select the following information:Company
Company
- select Pandora Ventures
Company - select Pandora Ventures, LLC
Location
Hiring Manager
– must be the store manager
Job
Department
Title
Each field has a drop-down list for all the values in the system. Once you have selected the field, start typing the value you are looking for to narrow the list. In this example, for the Location, once the field was selected, you would start typing “Spring”.
Company is listed twice, but they are 2 separate fields in
UltiPro
.There are multiple jobs listed for the same title, Please refer to your employee list in
UltiPro or ask your HR Generalist which number to select (1, 2 or 3) for your store.Select Next to continue
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New Employee Salary Information
On the New Employee Salary Information screen select/enter the following information:Full-Part Time
Employee Type
Salary or Hourly
Pay Rate
– please enter
Per
– select hour for hourly employees
The only values used Employee Type for PANDORA Owned and Operated stores are Full Time, Part Time and Seasonal
The Standard Hours will default in based on the values selected above on the screen
Select
Next
to continue
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Requirements/Notifications
On the Requirements/Notifications screen your data entry is completeThis information will be completed by your HR Generalist
Select
Close
to continue
Once you close this page, the system will alert your HR Generalist that you have a new hire pending so that they can send the new hire paperwork to the employee.
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Once you have completed your portion of the Onboarding first-steps, you will be returned to the Onboarding Process screen.
Select
Home
to return to the Onboarding home screen.Monitoring the processSlide13
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On the Onboarding Home Screen, you can see the status of any process assigned to youMonitoring the processSlide14
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In your store level Work Queue you will then see any open process associated with your store, who it is currently assigned to and at what step it is in the onboarding process
Monitoring the process
If you have nothing in your Work Queue, you can select the number next to the word Onboarding to see the status of any process assigned to your storeSlide15
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Once the HR Generalist has finished the first-steps in the on-board process and send the new hire paperwork to the employee to complete, you will receive an email from the system letting you know that the employee to can start work on the hire date originally selected.
Next steps in the process
Additionally, in your store level Work Queue, you will see your new hire is in the New Employee Step of the process – meaning they have been sent their new hire paperwork to completeSlide16
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If the employee has completed all their new hire paperwork, you should see the Activity as the Orientation StepBeginning the Orientation step
On the employee’s first day of employment, you will need to complete the Orientation Step and the Signature Step
First, go into your store level Work Queue and select the employee listed.Slide17
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You will then be asked if you want to “take” this activity, click on OKBeginning the Orientation step
To take ownership of the process, hover over the New Employee’s record and, once highlighted, click on it to selectSlide18
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To begin the Orientation Step, hover over the New Employee’s record in your Work Queue and, once highlighted, click on it to select
Beginning the Orientation step
The activity in the Work Queue is now assigned to youSlide19
Orientation step
Welcome to the Orientation StepBoth the New Employee and the Store Manager must be present to complete this section
Select
Next
to continue
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New Hire Name & SSN Information
Verify the Employee’s Social Security Number with the employeeVerify that the name information entered by the employee match the name exactly as it appears on the employee’s Social Security Card
If there is no middle name entered, the system will confirm that with you, select OK to continue or Cancel to correct
Select
Next
to continue
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I-9 Employment Eligibility Instructions
The Employee must now show you proof of identity and eligibility to work in the United StatesIf you would like to review the documents you can accept for the I-9, click the Review Eligibility Documents link
If you would like to review the entire I-9, click Review the I-9 link
Please note that this information was already sent to the employee with their New Hire paperwork, so they should have all applicable documents ready for you to review
Select
Next
to continue
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Preparer/Translator Requirements
The Employee has the option of using a preparer/translator to assist in the completion of Section 1 of the I-9If the employee needed assistance, they would have selected Yes when the completed their New Hire paperwork
Select
Next
to continue
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Citizenship status and proof of eligibility to work in the U.S.
Review the documentation provided and confirm that it matches the information on the pageIf you receive other documentation than what was indicated by the employee for this page, please change the proof of eligibility
Check the box indicating that you are aware that it is a federal offense to falsify statements or documents in connection with the I-9 form
Confirm that the documents provided are original documents
Select
Next
to continue
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Section 2 - Employer Review and Verification
Enter the information related to the documents providedCheck the box indicating that reviewed the document(s) selected above and that they identify the employee and prove they are eligible to work in the U.S.
Confirm the Start Date
If the start date of the employee is different from the original expected start date you entered at the beginning of the Orientation process, you can change that start date here
Select
Finish
to continue
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Review the data that was enteredIf any of the data needs to be adjusted, please click on the blue hyperlink text to return to that screen and correct the data. Once corrected, click “Finish” on the pop-up to return to the Review and Approve page.
Select
Next
to continue
Review and Approve – Orientation StepSlide26
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Review and Approve the Preparer/Translator Information
Select
Next
to continueReview and Approve – Orientation Step
Review and Approve the Employee Eligibility Information you entered
Select
SubmitSlide27
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Please enter the password Password_123
Click the check box to agree to use electronic click signatures to sign documents
Select
Submit
to continue
Electronic Signature Step for ManagerSlide28
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Scroll down to review the information on the New Employee Summary
If you made a change to the Start Date from the initial Hire Date, these dates will be different on this page.
If the Hire Date is different from the Start Date, when the employee is hired into
UltiPro
the Data Entry staff will update the Hire Date to match the Start Date
Click the Click to Sign button to e-sign your form
New Employee Summary Form – Click to SignSlide29
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Scroll down to review the information on the Form I-9Click the Click to Sign button to e-sign your form
Note that as you sign the e-forms, a green check box appears next to each form
US I9 – Click to SignSlide30
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All your forms have now been signedSince you should not have any employee files at the Store, you do not need to print the documents
Select
Submit All Documents
to complete the process
Submit all DocumentsSlide31
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Although you do not have to print the new hire packet from Onboarding, there are a few items that you will have to scan and send to your HR Generalist through the original HR O&O Zendesk ticket that you opened to request the background check:
I-9 documents
Please
only
send the documents actually used to verify the I-9 form in Onboarding
Employment Application
Seasonal Employee Offer Letter (for Seasonal New Hires only)
Employee Purchase Agreement
O&O Dress Code sign off
Availability Form
Other New Hire PaperworkSlide32
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Once your have completed the process, you will no longer see the employee listed in your Work Queue or in the store’s Work QueueOnboarding completeSlide33
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Your New Hire is now waiting in UltiPro for the Data Entry staff to hire
Onboarding complete
So where did your new hire go?Slide34
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The Data Entry staff at PANDORA have to process the new hire in UltiPro prior to the employee being visible in your Team and in Time Management
The Data Entry staff should have the new hire processed within 3 business days of it populating into the Process Hires list
However, if the payroll process is underway, the new hire will be delayed until that process is complete
You will receive an e-mail notification from the system once your employee has been hired into
UltiPro
with their Employee ID number so that they can access Time Management
Once you see that employee in your Time Management listing, please enter any time they may have worked during this new hire process into their timesheet for the current pay period
Payroll will only accept new hire paper timesheets for time worked in the prior pay period, if that time corresponded to worked weekend or worked holiday time that was not able to be entered due to the payroll process schedule and the new hire process time
New Hire and Onboarding things to rememberSlide35
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Question 1: How many steps are there in the Onboarding process and what are they?Onboarding Quiz Time
Answer: There are 4 Steps:
Post Hire Verification Step – completed by you and your HR Generalist
New Employee Step – completed by the new employee
Orientation Step – completed by you with your new employee
Signature Step – completed by you
Plus the Pre-Onboarding step for the Background CheckSlide36
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Question 2: How Do I get to Onboarding?Onboarding Quiz Time
Answer: Login to the
UltiProWorkplace
and go to
the
Menu
and select
Work Queue
from the
My Team
tab.Slide37
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Question 3: What do I select to start the Onboarding process?Onboarding Quiz Time
Answer: Select
Process
from the menu bar and then Select
StartSlide38
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Question 4: What do I do when I get to the Requirements/Notifications screen?Onboarding Quiz Time
Answer: Select
Close
Once you close this page, the system will alert you HR Generalist that you have a new hire pending and that they need to send the new hire paperworkSlide39
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Question 5: I have nothing in my Work Queue - how can I see the processes for my store?Onboarding Quiz Time
Answer: Access your store’s Work Queue by selecting the number next to the word Onboarding in the upper left of the pageSlide40
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Question 6: How do I know when I can schedule the employee for their first day?Onboarding Quiz Time
Answer: You will receive an email from the system when the New Hire Paperwork has been sent to your employee
Additionally, the process in your store’s Work Queue will be on the New Employee StepSlide41
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Question 7: How do I begin the Orientation Step?Onboarding Quiz Time
Answer: Find the new employee’s record in your store’s Work Queue and “take” the activity. Then in
your
Work Queue, hover over
your
New Employee’s record and, once highlighted, click on it to selectSlide42
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Question 8: What if the eligibility documents provided by the employee are different than what is on the screen?Onboarding Quiz Time
Answer: On the Citizenship Status and Proof of Eligibility to Work in the U.S. page, you can change the documents being used. Please note that you need a valid document from List A
or
a valid document from both List B and List CSlide43
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Question 9: What if the start date for the employee is different that the hire date I originally selected?Onboarding Quiz Time
Answer: On the Section 2 – Employee Review and Verification page, you can change the Start Date for the employee.
If the Hire Date initial selected is different than the Start Date, when the employee is hired into
UltiPro
the Data Entry staff will update the Hire Date to match the Start DateSlide44
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Question 10: Should I print the Onboarding packet before I click Submit all Documents?Onboarding Quiz Time
Answer: No. Since you should not have any employee files at the Store, you do not need to print the documents. However there are some documents that you need to scan and send to your HR Generalist through the original HR O&O
Zendesk
ticket that you opened to request the background check:
I-9 documents
Employment Application
Seasonal Employee Offer Letter (for Seasonal New Hires only)
Employee Purchase Agreement
O&O Dress Code sign off
Availability FormSlide45
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Thank you for completing the UltiPro Onboarding Training
for Store Managers and Assistant Store Managers
If you have questions about the Onboarding process, please contact your HR Generalist