You generally should not create a new employee on the Onboarding side of CareerPlug. If you hired the employee through the CareerPlug ATS or if the employee already exists in the ATS, you shouldn't need to add them to your Onboarding.
The only instance in which you should add an employee to your Onboarding is if an employee was not hired through the CareerPlug ATS and they do not already exist as a user on the ATS.
Before manually adding a user to Onboarding, first make sure that they were not hired through the ATS and that they are not an existing ATS user.
If the employee was hired through the ATS
If you hired an employee through the ATS and completed the Hire step by clicking the Hire button, that employee will automatically be added to Onboarding.
If you have a default checklist set on the job they applied to, the new employee will be assigned that checklist and will be sent instructions about how to log in and start completing tasks.
If you don't see the user in Onboarding
If they are an existing user of the ATS, the employee should click on the drop-down menu in the upper left-hand corner of their account and select Onboarding. They will then appear on your Employees page in Onboarding.
You can check to see if someone is already an existing user in CareerPlug by navigating to your Team page.
If you don't see the employee you're looking for, you can use the search box in the top right corner to search by name.
If the employee was not hired through the ATS and is not an existing ATS user
This is the rare situation in which you would want to add the employee to your Onboarding. In Onboarding, navigate to the Employees page and click the Add Employee link at the top of the screen. You will be asked to fill in the Employee’s information.
Be sure to complete all required fields. First, you will fill out the employee personal information, including name, email, phone number, and address.
Next, fill out any relevant EEOC information, including gender, race/ethnicity, disability status, and veteran status.
Next is the management section, where you will fill out their position-specific information, such as their employment status, title, and pay information.
If your account includes multiple locations and departments, you will need to be sure that you fill out the employment location, department, and manager to ensure the proper people have access to this employee in the system.
Last is a section where you can note and keep track of the documents the employee provided for their work authorization and tax information. Select which types of documents were provided and which requirement they fit under and provide a name for each one.
Once you are finished adding all the necessary information, be sure to click the Save button at the bottom of the page.