New Hire Training Exercise 4
Now that you have completed the online portion of training for New Hire, it is time to log into the Training environment of USA Staffing to practice what you have learned. Use this step-by-step guide to help you practice this lesson. Retain your notes to assist you with other lessons.
You can access the entire practice training series on the USA Staffing Training Resources page at: USA Staffing Online Training Exercises – Advisory Board Resource Center.
This practice exercise will walk you through completing the new hire record. You will need to complete New Hires Exercises 1 or 2 and 3 before proceeding with this exercise.
New Hire Name: ___________________________
1. Now that the new hire has completed the assigned tasks, open the record and go to the Forms page and view the information in the Agency Next Action column. This column will display the actions you need to take on the forms.
2. Select Questionnaires to open each questionnaire and complete all items within the questionnaires.
3. Once you have completed the questionnaires, the Status will display as Complete.
4. Go to the Assignments tab, Forms page, open each form and review it for accuracy.
5. Sign and accept each assigned form.
6. Next, go to the Assignments page and complete the remaining Human Resources tasks. You will need to:
- Send the Official Offer notification by using the envelope icon.
- Ensure the Due date for the Send Official Offer task is populated.
- As the new hire, you can respond to the Official Offer by selecting Accept, Decline, or Request to be Contacted. For this exercise you will select Accept. You then need to log into the Onboarding account for the job offer response to be recorded in USA Staffing.
7. To electronically record the new hire has reported for the first day of work, from the New Hire Header, select the Verify Arrival button. Selecting this button enters the Completed Date for the Verify the New Hire Arrived for their First Day of Duty task listed on the Manage Tasks page. The completion date for this task is considered the new hire's official start date.
- Once the Verify New Hire Arrived for First Day of Duty task is in Complete status. The task has to be completed in order for the new hire to complete all of the assigned forms (e.g. the SF-61 form). (Note: The Verify New Hire Arrived for First Day of Duty task should only be completed by the HR user on the day the new hire reports for their first day of work).
- The Transmit Documents to eOPF and the Transmit Forms to eOPF tasks display now due to the assigned forms and documents being in a Complete status and ready for transmission.
8. Now that you have completed the HR tasks and the forms have been signed and accepted, you can update the transmission status for the files. Go to the Forms page and select all the forms on the page that are eligible for transmission and select the Don’t Transmit to eOPF button. Note: Since this is a practice exercise, the new hire will not have an active Social Security Number (SSN). Therefore, you will use the Don’t Transmit to eOPF button instead of the Add to eOPF Queue button to complete this exercise without having to send files to the eOPF system through the Training site. (Contact your Office Administrator if your agency has access to test SSNs to transmit files to eOPF in Training)
9. The Transmission Status will display Elected Not to Transmit and the Status Date will populate for the forms.
10. Next, go to the Documents page and review the documents, select the document(s), and select the Don’t Transmit to eOPF button.
11. The Transmission Status will display Elected Not to Transmit and the Status Date will populate for the document(s).
12. Go to the Manage Tasks page. The record is now complete. The Completed Date will automatically populate with the date the transmission tasks were completed.
This concludes the lesson on Completing the Record.