Employee List Overview

The Employee List is your central location for adding and managing employees. From this page you can:

• Quickly determine the status of an employee's process flow
• Navigate to an employee's profile
• Create a new employee

Employee uses the familiar grid design that is present throughout the platform. Users can filter and sort by:

1. Name – The employee’s full name
   1. Sorting- Last, First, Middle
   2. Filtering – Text using Contains
2. Employee API Identifier - A Click Boarding defined identifier for the employee. Used in API calls.
   1. Sorting – Text
   2. Filtering – Text using Contains
3. Source System Id - A client defined identifier for the employee 
   1. Sorting – Text
   2. Filtering – Text using Contains
4. Process Flow– The Process Flow name the activity is a part of
   1. Sorting – Text
   2. Filtering – Pick list of Process Flows
5. Location – The location that is assigned to the employee during process flow assignment
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Pick list of Locations
6. Status – The status of the employee's process flow
   1. Sorting – Text
   2. Filtering – Pick list of statuses
7. Due Date – The date the activity is due
   1. Sorting – Date
   2. Filtering - Date using Equals, Greater than, Less than, Not equal, In range Blank, Not blank
8. Is Test – Denotes if the employee is a test employee
   1. Sorting – Text
   2. Filtering – Pick list of True or False
9. HR Activity – The name of activity assigned to the HR Team Member or HR Team
   1. Sorting – Text
   2. Filtering – Pick list of Admin user/Team Member names
10. Coordinator– The Coordinator assigned to the employee's process flow
    1. Sorting – Name
    2. Filtering – Pick list of Admin users
11. Hiring Manager – The Hiring Manager assigned to the employee's process flow
    1. Sorting – Name
    2. Filtering – Pick list of Admin users
12. Recruiter – The Recruiter assigned to the employee's process flow
    1. Sorting – Name
    2. Filtering – Pick list of Admin users

By default, the Employee List is sorted by create date with the newest employees at the top.

Users can select the Employee's name to enter the employee's profile or the process flow name to access the Employee Progress Tracker.