An issue has been identified where status changes in document history were not generating PDFs. This issue has been resolved and document status changes generate PDF attachments in the document history.

An issue was identified where an employee’s document submitted status was not updating to 100% in a specific scenario.

Scenario Required:

• Client Docs feature enabled
• Employee not required to take action on affected document

If the above scenario was met and the employee document was submitted the submitted status would not update to 100%.

In these cases, the approved status would properly update to 100% when all documents were approved. This issue has been resolved, and submitted and approved status percentages are updating correctly.

We’re excited to announce that onboarding users can now send documents to two company contacts in addition to a candidate for completion and signatures. Each recipient can be assigned their own fields to fill in and sign on each document. Additionally, two new completion/approval workflows have been added. This new functionality is perfect for firms who regularly require signatures from a third party in addition to a candidate, like umbrella companies or limited service companies.

Please contact support if you’re interested in enabling this enhancement in your Onboarding account.

We fixed an issue where not all restrictions being placed on fields were being honored when an Employee logged in to update fields. Upon receiving the latest release this issue will be resolved and restrictions put in place will be honored as expected.

We’ve fixed the issue regarding dates displaying inconsistently on the E-Verify I-9 form – though they were saved correctly in the database, they were displaying with an outline from previous dates used. This issue has been resolved and dates are now displaying correctly.

We’ve fixed the issue regarding candidates not appearing in the Onboarding dashboard when a document or packet was assigned from the Bullhorn CRM. The candidate would appear if the candidate record was re-saved in Onboarding, or a second document or packet was sent. This issue has been resolved and all candidates are appearing in the Onboarding dashboard when documents or packets are assigned.

We’ve fixed the issue regarding the employee portal experiencing latency when numerous documents requiring attachments were being assigned at the same time. Now, and documents requiring attachments no longer cause latency when assigned to employees.

We fixed the issue with signature fields marked as mandatory becoming out of alignment when users attempted to sign a document. Signature alignment now matches in the Candidate portal and the Administrator portal.

We fixed the issue with users and administrators being unable to select dates far enough in the future to accommodate some identification expiration dates (such as Arizona driver’s licenses). This issue has been resolved and users and administrators can now select dates up to 100 years in the future.

We identified an issue with trying to open Vendor onboarding details from the Onboarding dashboard. This issue has been resolved and Vendor onboarding details can be accessed from the Onboarding dashboard.

We’ve updated the formatting for date mapping in Onboarding. Note that the tooltip has been updated with the new date formats; existing mappings are not impacted by this change.

Documents now automatically close when submitted by an employee in the employee portal.

We’ve fixed the issue regarding commas creating new values for dropdowns and radio buttons when creating or editing documents. Now, these values can contain commas without issue.

We fixed the issue regarding attachments on documents not deleting from the admin app nor the employee app. This issue has been resolved and document attachments can now be deleted.

We’ve fixed the issue regarding administrators not being able to create new documents in the Internet Explorer browser. Now, administrators can use all onboarding functionality in the Internet Explorer browser.

We’ve fixed the issue regarding the “Preview” option, displayed when creating a new document, showing a blank page. Now, the “Preview” button displays a preview of the document being created.

We’ve fixed the issue regarding radio buttons marked as “Not Required” forcing users to select an answer. Now, optional radio buttons no longer require a selection.

We’ve fixed the issue regarding documents sent in a packet not appearing in the order set in the packet. Now, documents are now displaying in the proper packet order.

We fixed the issue regarding documents opening at the first available field for completion. This issue has been resolved and documents open at the top of the document.

Administrators now have a new document editing and approval experience, similar to the document completion experience for employees. The admin portal has been updated with navigational arrows, an “Actions” menu, and icons for different admin actions. We’ve also updated the workflow for editing and approving documents. Administrators can continue to access the document editor via the Employee and Placement document details dashboards, along with the Onboarding dashboard. However, they are no longer able to access the document editor via Edit icon on the document sub-tab on Employee and Placement records.

Custom text set in the Control Panel will now display in the new Onboarding employee portal. Text will only be displayed in the Onboarding employee portal if a custom message is entered by an administrator.

We’ve fixed the issue with notifications not being sent to administrators when all documents were submitted by an employee. Now, with the resolution of this issue, provided the correct setting is enabled, administrators will now receive the notifications.

We’ve fixed the issue regarding the Onboarding dashboard not accurately reflecting percentages for “Submitted” and “Approved.” Now, the dashboard is displaying correct percentages.

We’ve fixed the issue regarding field validations not always being enforced on Onboarding documents. For example, a field restricted to five digits in length was allowing more than five digits. Now, all document field validations will be honored.

When creating or editing a document in Onboarding, the Edit Document pop-up has a new look. All existing functionality is the same.

We’ve updated the Packet and Document tables on the employee/candidate record and placement record to now display six packets or documents at a time, which makes viewing and assigning packets and documents easier. The button to send reminders to candidates or placements of assigned documents has been updated to say “Send Reminder.”

We’ve fixed the issue regarding the error that displayed when administrators tried to view certain E-Verify cases. This was typically occurring for older cases which were still in progress. Now, all cases are viewable by administrators with E-Verify access.

We’ve fixed the issue regarding required fields that were not being displayed as required on documents in the Onboarding candidate/employee portal. Required fields are now highlighted in red. Similarly, if an administrator or a candidate/employee attempt to submit a document without completing all required fields, a notification is displayed indicating which fields are required for document submission.

We fixed the issue that was restricting both employees and administrators from selecting dates beyond 2025 when completing Onboarding documents. Now, the date picker allows you to set a date up to twenty years in the future from the date of the document completion.

We’ve enhanced our integration with E-Verify by making troubleshooting down time and authentication updates easier and less time consuming going forward.

We’ve added pagination to document creation in the Admin application. By paginating, documents now load more quickly and efficiently.

We’ve updated the Onboarding integration settings page in the Control Panel to make navigation simpler and clearer. Now, shared email variables are highlighted towards the top of the page, with specific types of email variables grouped with their email type.

We’ve improved the stability of the Employee Document History pop-up. Now, it maintains authenticated sessions and displays the document history for employees.

We’ve stabilized the Document History audit trail for Vendors. Previously, if a Vendor updated a date field, the data would not appear in the document history, but the change would still be processed. Now, all vendor date changes appear in document history.

Users are no longer limited to sending documents to candidates after they have been placed. With the addition of Pre-Hire document support, users can now send documents to candidates at any time. By sending and collecting documents from candidates early, firms can further reduce the time between placement and job start and the possibility of documents being returned late.

We have added a new In App notification process to send messages to Administrators only. This will allow us to better communicate release notes and maintenance updates to just Administrators and not Employees and Managers.

Over the past several months, we have been significantly expanding the scope of our Onboarding API. These improvements provide unprecedented efficiency, flexibility, and power for anyone looking to develop custom systems or integrate with the Onboarding platform.

To increase stability and provide a cleaner look, the document history pop-up window has been converted to HTML.

The Onboarding API has been expanded in the following areas:

• Document visibility

• Assignment visibility

• Employee records

• Onboarding records

Onboarding API was expanded to support bulk creation through the API.