A responsible group must be assigned to all mandatory onboarding tasks. Responsible groups contain onboarding participants who are responsible for completing a given task and can include one or many individuals or roles.
Note
If a responsible group is not assigned to a mandatory onboarding task, the hiring manager will be considered the responsible owner by default.
If you cannot access the Onboarding General Settings needed to assign a responsible groups, check the permissions assigned to you. The following permissions are required:
- Administrate Onboarding or Offboarding content
- ONB2ResponsibilityConfig
To ensure tasks get completed on time, it is best to assign a group of users to a task. In this way, multiple people can track its progress and it is not dependent on one individual.
In the following video, you will learn how to create a responsibility group.
Steps
In Action Search, enter Onboarding General Settings and navigate to Onboarding General Settings.
Choose +New Responsible Group.
Enter an ID and Group Name.
To create translated versions of the group name, choose Translations (the globe icon).
To add all users belonging to a particular role, select a value from the Role dropdown menu. The User field is a dropdown menu with a text field that can be used to manually search for and add one or many users to the group. You can also add users to the responsible group by using Dynamic Groups.
Choose Submit.
Result
You have created a responsible group that can be assigned to tasks in onboarding programs available under the Onboarding Programs tab.
A responsible group assigned to a given task is shown under the Responsible Group column of the selected onboarding program.
You can edit a task and select a responsible group from the Assign To dropdown menu.
Note
The maximum number of users that can be added to a responsible group is 200.