Before you start
Onboarding brings together the steps that need to happen before and after an employee joins the company. A workflow defines the actions, their timing relative to the contract start date, the responsible people, and any notifications or documents. When a process is created, Talento calculates the actual dates from the contract start date.
New employees can follow their own action list. Managers and administrators see onboarding processes within their scope and can validate the steps assigned to them.
Review my onboarding actions
- Open Onboarding.
- If you have only one active process, Talento may open it directly.
- Review the actions in date order.
- Select an action to read its instructions.
Each action shows its due date, responsible person, and status. Some actions may be scheduled before your first day and others after it.
If no process appears, it may not have been generated yet, may already be complete, or there may be no applicable workflow for your employee record.
Complete an action
Open an action from your onboarding. Depending on how the step was configured, you may be able to:
- read structured instructions;
- add comments and attach files;
- open a related signature request;
- check whether a signature is pending or complete.
The person responsible for the action changes it to Approved or Discarded. Completing the practical task or signing a document does not always approve the action automatically, so add a comment when it is ready for review.
Tip
Keep questions and supporting evidence in the action's comments. The responsible person can then review the step with all its context in one place.
Understand action statuses
- Pending: the action has not been carried out or is waiting for its due date.
- Completed: Talento has sent the configured notification or created the associated document, but validation may still be required.
- Approved: the responsible person has confirmed that the expected outcome is complete.
- Discarded: the action does not apply to this onboarding.
When every action is approved, the onboarding is completed. If every action is discarded, the process is discarded.
Information
When Talento generates the action list, a date that falls on a weekend moves to the next working day.
Result
You can check the result in your personal area or in the status described in the steps above.
Common problems
If an option is missing, it may depend on your permissions, active modules, or company settings. Ask an administrator to review your access; you do not need to repeat the task or choose an option that does not fit.