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Configuring Onboard Task Notifications

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Overview

iCIMS Onboarding task notifications, which are sent to a new hire when a task is assigned to them via the Onboard Status tab of their Person profile, can be configured by user admins on a per-portal basis for new, upcoming, and overdue tasks. These notifications are automatically sent to new hires depending on their associated new hire portal.

Configuring Onboard Task Notifications

The steps below can only be performed by a user admin or iCIMS staff. Speak with your user admin or contact iCIMS Technical Support for assistance.

  1. Access System Configuration and click Onboarding on the left-side navigation. Click Notifications to access notification configuration options.
An image highlighting the Onboard and Notifications options in System Configuration.
  1. Select a new hire portal from the User Group dropdown, if desired. (Leave the User Group dropdown on Career Portals if you would like to configure the templates for all new hire portals.)
An image of the Onboard Tasks Notifications in System Configuration.
  • Tip: The new hire portal you select from the User Group dropdown will correspond with a new hire’s associated new hire portal. For example, a new hire whose associated portal is Full-Time Onboarding will receive the Onboard task notifications configured for the Full-Time Onboarding portal.
  1. Select the Edit link beside one of the available Onboard Task notifications. This will launch a Compose Email window with the current template selected.
  2. Edit the template as necessary and click Save.

Tips:

  • The Onboard Task notification templates will only be used for onboarding tasks assigned to new hires and rehires. (Tasks assigned to third parties, such as hiring managers, from the Onboard Status tab, as well as tasks assigned via the Tasks tab of a Candidate profile, will use the notifications described in Configuring Task Notifications.)
  • To learn more about working with email, refer to the Composing Emails article.
  • To learn more about working in System Configuration, refer to the Introduction to System Configuration article.

iCIMS Onboarding Curriculum

The iCIMS Knowledge Base includes additional resources to prepare users to use iCIMS Onboarding. These resources have been compiled in the following article: Getting Started with iCIMS Onboarding

TitleConfiguring Onboard Task Notifications
URL NameConfiguring-Onboard-Task-Notifications

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