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92 Employee Onboarding

Support for employee onboarding can be achieved using an Employee restricted onboarding form.

This document describes the changes required for employee onboarding, compared to the standard onboarding flow for organisation type vendor.

if the onboarding form is configured in Eftsure portal as restricted to Employee, then the vendor that will be created will be of type person (rather than organisation)

For all other onboardings, the vendor type being created will remain organisation.

Setup​

Onboarding form​

Onboarding forms have to be configured directly into the Eftsure portal, then synchronised down to Dynamics 365 FO.

Eftsure portal​

Configure at least one form with Employee restriction in the Eftsure Portal

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D365FO​

Then Go to the Eftsure Parameters form > Onboarding Forms > Sync button in D365 and make sure the new form definitions have been downloaded and are fully in sync.

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Vendor Group​

In Eftsure Parameters form > Vendor groups, configure the desired vendor groups.

Optional: In red, configure the desired vendor group to use the new employee onboarding form from the previous step.

Optional: in orange, add a new display option to the + New menu on Vendor form

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Operations​

New employee onboarding​

In orange: Create New onboarding related to a vendor group related to an onboarding form that is employee restricted

In red: Create new onboarding where onboarding form can be manually changed by the user

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Onboarding wizard​

The onboarding wizard is self updating when the onboarding form is modified, to match the configuration for the onboarding form.

When the onboarding form is employee restricted, All company info, ABN information are hidden

When the onboarding form is not employee restricted, the standard wizard will be displayed.

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Onboarding values​

When reviewing onboarding values, the following values will be returned for user validation.

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New Typed Person Vendor​

When the vendor is created, the following fields will be set directly on the vendor, still enforcing the 1 click to create vendor ruleScreenshot