New Employee active logic & Onboarding status
Behind the scenes, in AlexisHR's main logic, there's a indicator saying if an employee should be seen as active or not. This logic has been updated to now be set to true only if the employee has been invited to, and still has access to, AlexisHR.
This update is also reflected in our integrations like our Okta-app and in our SCIM-endpoint. Meaning a person is set as Active when the employee is invited to AlexisHR.
To help with keeping track of what has been done and how onboarding is going we've introduced new statuses in the "Status"-column of all employees.
The statuses are:
Not invited
A person imported from Teamtailor, CSV or other integrations will have this status in AlexisHR. This means no onboarding has been selected and connected to the employee yet
Onboarding initiated
Once an onboarding has been connected and initiated for an employee this is the status they will have. This status will persist until an invite is scheduled.
Invite scheduled
If you schedule an invite for an employee, this is the status they will have until the invite is sent
Invite sent
Once an invite is sent this status will persist until a person has accepted the invite.
Invite accepted
An invite is seen as accepted when the person invited has set a password, that is also the first step of the onboarding.
Onboarding started
If the invited employee has started to fill out their information in AlexisHR via the onboarding, they will be set to this status. This status will persist until they've completed the entire onboarding.
Active/Onboarding completed
Once the onboarding is completed the employee gets status "Active". This means the onboarding has been completed.
Invite revoked
See details below in section "Revoking an invite".
New hire and Employees
To make it easier to keep track of onboardings and employees we've moved all employees that has not yet been invited to Alexis to a separate view. You can reach this view via the "New hires"-tab in the People list.
Forced onboarding
This update also introduces ways for us to force all employees to go through their onboarding before being able to log in to AlexisHR.
Revoking an invite
Once an invite has been sent you can revoke the invite. This is done via the employees profile -> Account tab. Revoking an invite is possible for employees with statuses:
Invite sent
Invite Accepted
Onboarding started
Once an invite is revoked you can resume onboarding via the Show new hires view. The employee will have the status "Invite revoked" until the onboarding is initiated again.
This means you can now re-send invites to AlexisHR by revoking the sent invite and resending it via the onboarding again.
When is an employee seen as Active?
Once an invite has been sent to an employee they are seen as active in Alexis backend, our Okta-app and our SCIM. Generally, this won't effect your experience in AlexisHR other than if you use our API or integrations connected to our API (like our Okta-app).