We Updated the Action Center!

Table of Contents

• Understanding the Action Center
• Understanding Action Center Columns
• Understanding the Grid Functionalities
• Pagination
• Additional Features

Understanding the Action Center

The Action Center is a valuable view of your onboarding process and lets you know at a glance where your Employee's are in the process, and what items are still outstanding. 

After you have signed in, you will immediately see the updated view of the Action Center. 

The updated view includes additional functionality to make managing your Action Center tasks quicker and reduce noise by offering immediate updates for your hiring managers.

With the updated Action Center, Team Members (functionality based on Access role) will be able to manage their action items in one place and also be able to enjoy these new features:

• Search by "Employee Name"
• Utilize the same grouping, sorting and filtering functionality as found in the Reporting Module 
• See past due items highlighted in Red
• Easily identify and access Action items with less "clicks"
• Ability to see the Employee's current step in the Onboarding process.

Understanding Action Center Columns

1. Employee Name – The Candidate’s full name
   1. Hyperlink- Click on the Employees Name to reveal a pop up including- Full Name, Email Address, Phone Number, and SSO Identifier
   2. Sorting-Last, First Middle
   3. Filtering – Text using Contains
   4. Search- Ability to search for a specific Employee
2. Process Flow– The Process Flow Name
   1. Display – Process Flow Name
   2. Sorting – Text by Process Flow Name
   3. Filtering – Pick list with Process Flows
   4. Search- Search for a specific Process Flow
3. Employee Current Step –The step name of the step the candidate is on in the process flow. If current is blank, this indicates that the candidate was assigned to a process flow that does not have any step in it or that they were assigned to a process flow where a form has a rendering error.
   1. Display – Step title
   2. Sorting – Text by Step title
   3. Filtering – Pick list with text to filter list
   4. Search- Search for a specific step name 
4. Location – The location that is assigned to the candidate during process flow assignment.
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Pick list with text to filter list
   4. Search-Search for a specific location
5. HR Activity – The activity assigned to the HR Team Member or Team.
   1. 1. Display – Name of the Activity needing to be completed.
      2. Sorting – Text
      3. Filtering – Pick list with text to filter list
      4. Search-Search for a HR activity 
6. Assigned To– Shows who is assigned to that HR Activity for the employee
   1. Display –Name of Team Member or Team
   2. Sorting – Name
   3. Filtering – Pick list with Team Member or Team Name
   4. Search- Search for specific Team Member or Team
7. Due Date – The date the HR Activity is due. 
   1. Display – mm/dd/yyyy
   2. Sorting – Date
   3. Filtering - Date using Equals, Greater than, Less than, Not equal, In range Blank, Not blank
   4. Search- Search for specific date
8. Action Column– Click on "Complete" to begin completing a specific task or form. Click on "Review" to see a completed I-9 form indicating the E-verify form for that Employee is still outstanding.  
   1. Display – Action Button.
   2. Search - Search for specific action. 

Understanding the Grid Functionalities

• Context Menu - Allows users to take certain actions on the report.
• Filter/Search Menu - Allows users to filter or search within the column.
• Columns Menu - Allows users to show or hide columns.
• Grouping Panel - Allows users to enable grouping.
• Column Separator - When dragged, allows users to resize columns
• Clear Filters - Allows users to clear ALL filters.

Pagination

By default, the grid will show 50 records per page.

Users can sort through pages using the arrows in the bottom right of the page. A single arrow (>) will move the user one page over while the arrow with a pipe (>|) will move the user to the first or last page.

Additional Features 

The below features will work the same way in the Action Center, as they appear in the Reporting Module.

• Show and Hiding Columns
• Rearranging Columns
• Sizing Columns
• Sorting
• Filtering

We value your feedback, please let us know if you have any questions or suggestions. For more information regarding how to use the Action Center, please visit the Resource Center.