Onboarding Custom Tasks to Vista Add-on

Created by Charles Bennett, Modified on Fri, 6 Dec, 2024 at 4:10 PM by Charles Bennett

Workflow for Onboarding Custom Tasks to Vista Add-on


Driver's License Task

  1. The Driver's License task can be assigned to an Onboarding Profile or sent out as an additional step.
  2. Once the employee has completed their Driver's License task and been initialized, the data will move into Vista. It can be found in HR Resources under the "Other Info" tab.


Custom Tasks

  1. The custom task can be assigned to an Onboarding Profile or sent out as an additional step.
  2. Once the custom task has been completed and the employee has been initialized, the data will move to the place in Vista specified during the Add-ons deployment. 

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