Pre Boarding

You can create an enhanced experience for new hires by giving them controlled, limited access to WX services and processes before their start dates. Access for Pre Boarders can also include or exclude the org chart and Team Member contact details displayed in the people search. Pre-boarders are hidden from other Team Members.

To set up Pre Boarding:

  1. Add one or more Pre Boarding options to the Employment Status picklist.

    The Employment Status setting enables Pre Boarders to be identified by Sage People processes so access can be permitted or excluded.

  2. On the HCM Configure page:

    1. In the WX Setup section add Pre Boarding status values to the WX Hidden Employment Statuses field.

      Team Members with Hidden Employment Statuses are not visible in WX to other employees, including their managers.

    2. In the Pre Boarders section add Pre Boarding status values to the Is Pre Boarder field.

      Values entered must be exactly the same as the Pre Boarder values you have defined in the Team Member Employment Status picklist.

  3. Create a Policy to assign to Pre Boarders, setting the options you want.

    Typically, copy an existing Policy and edit it to define the processes and levels of access you want for Pre Boarders.

  4. Assign to the Pre Boarder Policy any Internal Communications you want them to see.

    Add the Pre Boarder Policy to the Policy field on the Internal Communications Advanced Options tab.

  5. Assign Pre Boarders to the Pre Boarder Policy.

    Edit the Policy field on the Team Member record for the pre boarder.

  6. If you do not create and assign a dedicated Pre Boarder Policy but allocate Pre Boarders to Policies used by Team Members with other employment statuses, you can take advantage of the Hide Contact Details From Pre Boarders checkbox.

    If checked, contact details for all Team Members assigned to the Policy are hidden from Team Members with Employment Status set to one of the Pre Boarding values you have defined.

  7. If you are using Single sign-on (SSO), review your SSO configuration. Pre Boarders can log in with usernames and passwords on your org's login page (for example, <yourdomain>.my.salesforce.com) or on login.salesforce.com, unless your My Domain settings prevent logins on login.salesforce.com.