Setting up single page New Hire

  1. Go to the Installed Packages page: 

    • In Salesforce Lighting Experience, go to Setup > Platform Tools > Apps > Packaging > Installed Packages.

    • In Salesforce Classic interface, go to Setup > App Setup > Installed Packages.

  2. On the Installed Packages page, select Configure for the Human Capital Management package.

  3. On the Configure page, scroll down to the New Hire Wizard section and select Use New Hire Process.

  4. Select Save.

The Single Page New Hire Process is now invoked when you select New on the Team Member home page.

Single Page New Hire uses existing Field Sets to present new hire fields under a set of tabs:

Tab Object > Field Set
Team Member

Team Member > New Hire

  • You can add fields to the Team Member > New Hire Field Set from Team Member, Manager, and Policy objects to add to those displayed on the Team Member tab.

  • Fields added to the Field Set from the Current Employment Record do not show on the Team Member tab.

Employment Details Employment Record > New Hire
Salary Salary > New Hire
Benefits Employment Record > New Hire Benefits

 

  • Make sure that the Field Sets include the fields you want to present for completion as part of the process.

  • Empty Field Sets result in empty tabs.

  • If you use Field Set Mapping, use your own custom Field Sets within HCM to replace the defaults.