New Employee Workflow

The following workflow details the process of hiring a new employee from job post creation to an active employee account. This is for an employee that is completely new to the district and not a hire or position change.

Workflow Steps (if done through Unified Talent):

  1. A job posting is created on Applicant Tracking

  2. A candidate is chosen and recommends the candidate to HR.

  3. HR reviews the choice and the candidates references, if there are no issues they select the handshake icon to begin the new hire process.

  4. HR then assigns Checklists for the candidate to complete and the candidate is notified via email that there are pending checklist items.

  5. The candidate then fills out the required paperwork and checklist items.

  6. HR reviews these completed forms. If any of the documents/checklist items require revisions, HR declines the submission and returns the checklist item to candidate requesting a revision. If all of the documents were completed correctly the candidate is recommended and sent to the board for approval.

    1. If board does not approve of the candidate, it is sent back to step 1.

  7. Once board approved, HR fills out a maintenance form including position information, salary/rate, days worked, starting date, and ID#. HR provides this form to Payroll.

  8. Payroll reviews the payroll-related checklist items. If any of the documents/checklist items require revisions, Payroll declines the submission and returns the checklist item to the candidate requesting a revision. If all of the documents were completed correctly, Payroll processes these directly on eFinancePlus.

  9. Payroll finalizes the account and selects ‘Finish’ on the employee information screen to switch the pending employee record to an active employee record.

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