Placements in Onboarding

Jessica Dearing

June 30, 2025 15:39

Introduction

Placements in Onboarding can be thought of as a time-in-place joining object that generates tasks based on the information provided about the employer and job.

When a placement is created, it can be provided with an employee, employer, and job. Only the employee is required.

When the placement is created, it will return the required tasks that must be completed by the employee and employer representative(s) based on the active policies in the account. Policies define when a task should be returned when creating a placement. Tasks can range from government-required documents (such as I-9 and W-4) to organization-specific documents (including employee handbooks and codes of conduct). These tasks are assigned to an employee to complete.

Audience

Onboarding Admin

View Placements

Within Onboarding, select the Placements tab.

placements tab.png

On the Placements page, you can do the following:

Export CSV –
Filters:
- Placement ID
- Employee ID
- Employee Email
- Employee First Name
- Employee Last Name
- More filters
  - Employer ID
  - Employer Name
  - Client ID
  - Client Name
  - Job ID
  - Job Name

placement page actions.png

View
- Employee Name
- Employer Name
- Client Name (Not used by Jobvite ATS)
- Job Title
- Suggested Tasks Count
- Created At

placements page_view actions.png

Employee Placements

On the Placements page, select an Employee.

placemnts_select employee.png

The Employee Placement page displays the following:

Employee Information
- ID – Unique ID created by Onboarding.
- Employee – New hire's name.
- Employer – Your company or subsidiary name.
- Client - Designed for Agency, typically not used with Jobvite for most companies
- Job – The job the employee was hired for.
- Progress – The employee's current stage in the Onboarding process.
- Created At – When the employee was added to Onboarding.
Missing Tasks – Any tasks that have not been assigned to the employee and are missing are displayed here.
Assigned Task – Any assigned tasks are displayed here along with the task's Progress, Status, and Form.

employee placements page.png

You can delete an assigned task by clicking the delete icon.

delete taks_employee placements page.png

You can delete the placement for the employee by clicking Delete at the bottom of the page.

delete employee placement.png

NOTES:

Placement(s) for a specific person can also be accessed through the Employee profile.
A New Placement for a specific person can be created from the Employee profile.