Initiating an Onboarding Packet in Interview Exchange/Hirezon (Manager)

VIDEO TUTORIAL: Selecting the Correct Onboarding Packet in IE

VIDEO TUTORIAL: Creating a New Onboarding Packet in IE

Steps:

1. Log in to Interview Exchange using the link on the HR & Payroll page on myFramingham (or https://sso.interviewexchange.com/framingham/sso.jsp and log in using your FSU credentials)
2. Select Onboarding/Contracts
3. Select +Start New Packet
4. Enter Title, Name, Email, and Department
5. Select the appropriate packet template from the drop down.  Only select from packets 1-3.  These are the only packets issued directly by departments. 
6. Enter the employee’s Start Date at the top of the page.  The Start Date should be planned to allow enough time for paperwork completion, including I-9 verification.  We recommend beginning this the onboarding process at least one to two weeks in advance of the Start Date. 
7. You may edit the Instructions to New Hire if you need to.  Be sure to click Save Message after.
8. Assign any Unassigned tasks.  To assign the task to the appropriate person, click on Unassigned and begin typing the name of the new assignee.  Select the assignee and Save.  Note: Tasks may include multiple Forms.
   1. Department Contract Originator is the person who will complete the fields in the Standard Contract Form, Contract Addendum, and Employment Status Form
   2. Vice President is the division Vice President and only authorized signatory for the contract
   3. For new student hires, you must also assign someone to complete the I-9 Verification.  This may be the same person as the contract originator or another employee/authorized representative of FSU.  That person must be trained in the accurate completion of the I-9 form.
9. Add Routing next to Department Contract Originator to Complete section.  Click on Routing.  You will see Manager followed by a blank space for the user name.  Click on the Edit icon next to that row, type the name of the department/contract manager in the User field, and click Save.  Routing is an approve/deny function only which ensures the department/contract manager has reviewed the contract for accuracy.
10. You can now Publish your packet by selecting Publish at the bottom of the page.
11. It is highly recommended that the department also send a Warm Up Email to the employee informing them that they will receive an email from Interview Exchange requesting they complete pre-employment tasks online.  This ensures the employee will recognize and trust the email as well as respond promptly.