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New Idea

Access Onboarding Ticket before the Hiring Manager Submits

Related products:Freshservice
  • February 12, 2024
  • 2 replies
  • 71 views

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In the Onboarding Module HR puts in the initial form to start the onboard process.  Then an email is sent to the Hiring Manager to complete the second part of the form.  The ticket is not accessible for anyone until the Hiring Manager submits the second part.  We would like FreshService Admins to be able to access the ticket after the HR rep submits their part.  Being able to see the ticket or redirect/resend the onboarding email to an alternate recipient would also work.  

2 replies

Shubadus
Apprentice
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  • Apprentice
  • February 13, 2024

I think this is a great idea! It would also be nice to allow HR to make corrections to any information that was entered incorrectly before our Workflow automation kicks off.


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  • Author
  • Apprentice
  • February 13, 2024

@Shubadus - I think Fresh has an Onboarding Dashboard that may solve some of this.  It is set to launch at the end of Feb.  

It remains to be seen if we can redirect the ticket to an alternate contact though if the reporting manager is out.  I guess we will find out in a couple of weeks.  

I found the article referencing this after I posted the idea: https://support.freshservice.com/en/support/solutions/articles/50000009642-onboarding-and-offboarding-dashboards?_gl=1*1yeyeym*_gcl_au*MTE0NDE3NzYwMS4xNzA3NzcyMzUx*_ga*NjU3MDkwODk0LjE3MDc3NzIzNTE.*_ga_5S1FBQDGB1*MTcwNzc3MjE4OS40LjEuMTcwNzc3NDY4NS42MC4wLjA.