Add an Onboarding or Offboarding Item

You can add onboarding or offboarding items for a filled engagement.

You can add an onboarding or offboarding item for a worker by navigating to Worker > On/Off Boarding. Access the worker's engagements in that view to add the items. Non-engagement items can also be added on this page. For more information about this worker page, see On/Off Boarding.

  1. Navigate to the Home page in the MSP view.
  2. Click More > On/Off Boarding.
  3. Use the filters to locate the worker in the engagement to add the item for.
  4. In the Worker column, click the blue text to open the items for the engagement.
  5. Click .
    You can also add a configured template of items by selecting the template from the Template drop down.
  6. In the Add Item to Worker pop up, select the check box for the item to add.
    You can select multiple items to add.
  7. Click .
    The item is added in the 'Pending' status. You can modify the status by selecting the new status in the drop down.
  8. Click .