Found 674 results.

PeopleSoft HCM Update Image 50 - Pre-Boarding: Enabling Employees to Complete Tasks Before Joining

Discover how the latest PeopleSoft HCM update enhances pre-boarding by enabling employees to complete essential tasks before their first day. Streamline onboarding and boost productivity with this efficient solution.

  • Blog
  • PeopleSoft HCM Update Image 50 - Pre-Boarding: Enabling Employees to Complete Tasks Before Joining
PeopleSoft HCM Update Image 50 - Pre-Boarding: Enabling Employees to Complete Tasks Before Joining
January 23, 2025

PeopleSoft HCM Update Image 50 - Pre-Boarding: Enabling Employees to Complete Tasks Before Joining

PeopleSoft HCM Update Image 50 introduces an innovative pre-boarding phase within the onboarding process, enabling prospective employees to complete tasks before their official start date. This enhancement simplifies and accelerates the onboarding journey for new hires, ensuring a seamless transition into their roles.

 

Overview of the Pre-Boarding Phase

The onboarding process now supports two distinct phases:

  • Pre-Boarding Phase: Tasks completed prior to the hire date.
  • Onboarding Phase: Tasks that commence on or after the first day of work.

Prospective employees can access the onboarding activity guide to initiate their pre-boarding experience. The activity guide is designed to provide clear instructions, task overviews, and step-by-step navigation.

 

Detailed Features of the Pre-Boarding Process

The Pre-Boarding Instructions Page is the employee’s initial guide, offering:

  • Step-by-Step Guidance: Tasks are displayed with descriptions and expected completion timelines.
  • Manager and Contact Information: The manager or designated point of contact is displayed at the top of the page. Employees can click on their names to send email notifications if they need assistance or clarification.

This interface ensures clarity and helps employees prioritize pre-boarding activities.

 

Fig 1 - Pre-Boarding Instructions Page

Fig 1: Pre-Boarding Instructions Page

 

Managing Tasks During Pre-Boarding

Employees interact with the pre-boarding phase through an intuitive task management system:

 

     1. Task List with Status Indicators:

  • Tasks ready for action are marked with a green checkmark.
  • Tasks unavailable until the official hire date are listed with a cross mark.

     2. Marking Tasks as Complete:

  • Employees must confirm the completion of each task by marking it as “Complete.” This is a mandatory step for progressing to the next phase.

 

Fig 2 - Managing Tasks During Pre-Boarding

Fig 2: Managing Tasks During Pre-Boarding

 

Document Acknowledgement

Organizations can enhance compliance and preparedness by:

  • Uploading documents such as contracts, policy manuals, and training guides.
  • Requiring employees to read and acknowledge these documents as part of the pre-boarding phase.

This ensures that employees are informed and ready before their first day of work.

 

Fig 3 - Document Acknowledgement  

 

Customizable Templates

The pre-boarding feature offers flexible options for customization:

       1.  Delivered Standard Template: Includes default configurations such as capturing personal details and onboarding basics.

 

Fig 4: personal details and onboarding basics Delivered Standard Template

Fig 4: Personal details and onboarding basics Delivered Standard Template

 

       2. Customizable Templates: Administrators can create tailored templates to align with organizational requirements, enabling tasks like:

  • Early benefits enrollment.
  • Payroll setup for North American employees.
  • Role-specific pre-boarding tasks.

 

Fig 5 - Early benefits enrollment

Fig 5: Early benefits enrollment

 

Pre-Boarding Summary Page

This page serves as a dashboard for employees to:

  • Monitor Task Progress: Each step displays its current status, such as “Not Visited,” “In Progress,” or “Complete.”
  • Access Pending Tasks: Employees can click “Go to Step” links to navigate directly to pending tasks.
  • Save Progress in Real-Time: Employees can exit the guide at any point, with their progress saved automatically.

 

Fig 6 - Pre-Boarding Summary Page

Fig 6: Pre-Boarding Summary Page

 

Transition to Onboarding

On the employee’s first working day, the system transitions seamlessly to the onboarding phase:

  • New Welcome Page: Provides additional resources and task lists tailored to the first day and beyond.
  • Carried-Forward Tasks: Any incomplete pre-boarding tasks (if applicable) are integrated into the onboarding phase.
  • New Onboarding Tasks: Role-specific tasks or internal documents for organizational use are introduced.

 

Fig 7 - First working day Onboarding

Fig 7: First working day Onboarding

 

Completing the Onboarding Process

Employees conclude the onboarding journey through the Overall Summary Page, which provides:

  • Final Status Check: Confirms the completion of all tasks across both phases.
  • Notification to Hiring Manager: Upon task completion, the system automatically notifies the hiring manager of the employee’s readiness.

 

Benefits for Organizations and Employees

Below are the benefits for employees and the Organization,

For Organizations:

  • Streamlined processes reduce the first-day workload for HR teams.
  • Flexible templates cater to diverse operational needs.
  • Increased compliance through mandatory document acknowledgments.

For Employees:

  • A clear, guided path fosters confidence and readiness.
  • Early task completion minimizes stress on the first day.
  • Direct access to managers ensures effective communication.

 

Conclusion

The pre-boarding phase in PeopleSoft HCM Update Image 50 represents a significant step forward in onboarding efficiency. By empowering prospective employees to complete tasks before their hire date, organizations can ensure smoother transitions and greater engagement from day one.

This update exemplifies PeopleSoft’s dedication to enhancing user experiences and streamlining HR processes, delivering value for both employees and employers.

Author: Aanandha Praseeth Kumar J, PeopleSoft Consultant.

Oracle PeopleSoft Services

Connect with us for PeopleSoft End-to-End Implementation, Enhancement, Updates, and Support.

Read More

Categories