1. Navigating to the Onboarding Packages page

Overview

To begin working with Onboarding Packages, permitted users must first access the Onboarding Packages module. The Onboarding Packages page acts as the central hub for all employee onboarding activities within the SurgeONE system. From this single interface, users can initiate new onboarding packages, view package details and the completion progress of each form or the progess made by any assigned employee. This empowers users to manage employee onboarding workflows efficiently, ensuring that such processes are carried out in a structured, transparent, and compliant manner.

Click on the Onboarding menu group of the left panel and then on the expanded Onboarding Packages menu label.

Fig: 1 - Onboarding Packages menu option

Clicking on this menu option loads the Onboarding Packages page showing a blank grid view.

Fig: 2 - Grid view blank by default

All the published Onboarding Packages of your organization can be included here manually, one-by-one. Here is the view of one such entry populating the grid view. These custom Onboarding Packages can be created and submitted for review and approval by the assigned personnel.

Fig: 3 - Onboarding Packages page with added custom Onboarding Packages

2. Understanding the Onboarding Packages page elements

Overview

The Onboarding Packages page interface includes several key components that support efficient form management. The search bar helps users quickly locate specific Onboarding Packages, while the grid view displays essential details in a structured layout. Action menus provide direct access to various activities, and pagination controls make it easy to navigate large sets of data. Together, these elements simplify interaction with the SurgeONE system and give users confidence in managing their form workflows.

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 4 - Understanding the various elements of the Onboarding Packages page

1. 1

   Search bar

   The search bar allows users to quickly locate added / submitted onboarding package entries using keywords.
2. 2

   Grid view

   Displays loaded or filtered results in a structured tabular format.
3. 3

   + Create Onboarding Packages button

   Add a new onboarding package entry in the Onboarding Packages grid view by choosing any published forms from Manage Forms module and assigning active employees.
4. 4

   Action column

   Contains a vertical ellipsis icon to toggle row-context menu options.
5. 5

   Pagination options

   Controls page item limits and enables navigation across multiple pages of onboarding package entries.

2.1. Searching for Onboarding Packages

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Overview

The search functionality allows users to quickly locate specific onboarding package entries using keywords. This feature is particularly useful when managing a large number of Onboarding Packages, as it reduces time spent browsing and ensures accurate retrieval of relevant records.

You can use the search bar to enter text and find matching results.

Fig: 5 - Search bar to quickly find added Onboarding Packages

The search operation gets executed on the Package Name, Submitted By and Submitted On columns' data. Based on the text entered, matching results are listed out.

Fig: 6 - Filtered results

If no results are fetched by the executed search query, a No records found label in the grid view and a Showing 0 Records label is displayed below the grid view.

Fig: 7 - No matching records found

2.2. Understanding the grid view

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Overview

The grid view organizes onboarding package entries into a clear, tabular format that makes information easy to scan and interpret. Each row corresponds to an individual package, while the columns display key attributes such as the name, submitted date, etc. This structured layout not only provides users with a quick overview of all Onboarding Packages at a glance but also supports efficient monitoring, comparison, and management of submissions within the SurgeONE system.

The grid view displays all onboarding package entries. The following columns are present:

Fig: 8 - Onboarding Packages grid view

1. 1

   Package Name

   Displays the official name of the package as defined during its creation. This helps users identify which onboarding package or process the entry belongs to.
2. 2

   Submitted By

   Shows the name of the individual who submitted the package, ensuring accountability and easy traceability.
3. 3

   Submitted On

   Displays the exact date when the package was submitted, supporting timely reviews and compliance monitoring.
4. 4

   Action

   Contains a vertical ellipsis icon to toggle row-context menu options for performing actions.

2.3. Creating an Onboarding Package

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Overview

Creating an onboarding package is a structured process designed to streamline employee integration and ensure consistency across organizational workflows. The process begins by defining key package details such as name, start date, purpose, and procedures, which establish the foundation for the onboarding experience. Next, relevant forms are selected and added to the package, enabling comprehensive documentation and compliance. Finally, the package is assigned to designated employees and submitted for execution. This systematic approach enhances clarity, reduces administrative effort, and ensures that all onboarding requirements are met efficiently.

Click on the + Create Onboarding Packages button to add a new onboarding package entry in the Onboarding Packages grid view by choosing any published forms from Manage Forms module and assigning active employees.

There are three tabs to create a Onboarding Package, as follows:

1. 1

   Package Details

   Define the core information for the onboarding package, including name, start date, purpose, and procedures.
2. 2

   Select Forms

   Choose and add relevant forms to the package for a complete onboarding workflow.
3. 3

   Assign Employees

   Allocate the onboarding package to designated employees and finalize submission.

Steps to fill the Package details are mentioned in the below table.

1^st Tab > Package Details

Sl. No.	Field / Section Label / Action	Description and Benefit
1	Name	Enter the name of the onboarding package (e.g., "New Employee Orientation Package"). Benefit: Helps identify the package easily in the system.
2	Start Date	Select the start date for the onboarding package. Benefit: Ensures proper scheduling and timely execution.
3	Purpose	Describe the purpose of this onboarding package. Benefit: Provides clarity on the objective of the package.
4	Procedures	Outline the procedures included in the package. Benefit: Ensures all steps are documented for smooth onboarding.
5	Proceeding to select forms	Click on Next to proceed to the next step. Benefit: Provides easy navigation and control over the process.

Here is the view of the first tab. The image is marked with numerical values which correspond with the tabular data mentioned above.

Fig: 9 - Package Details tab of Onboarding Package creation

2^nd Tab > Select Forms

The form selection step has been briefly described in the following two tables.

1. The first table describes the default page elements and form selection process
2. The second table describes the page elements present after form selection, the submission of the selected forms and configuration of its parameters

Sl. No.	Field / Section Label / Action	Description and Benefit
1	No Forms Selected Yet	Displays a message when no forms have been added to the package. This is the default state. Benefit: Alerts users to add forms before proceeding.
2	Browse Available Forms	Allows users to view and select forms from the available list. Only forms with Active status of Forms Library are visible in the loaded modal window. It disappears when you include a form. Benefit: Ensures correct forms are included in the package.
3	Add Forms to Package	Performs the same function as the above field. Click on it to load a modal to view and select forms from the available list. Any forms already included are displayed with greyed-out checkboxes. Benefit: Provides visibility of included forms before submission.
4	Selecting Forms	Click on the checkbox or row entry of the published forms to select. Use the top checkbox to select all listed forms. You can use the search bar to quickly find forms. Click on the Add Selected Forms button to add the forms to the package as per your selection. Benefit: Seamlessly include active forms to the package.

Here is the view of the second tab and the loaded Available Forms modal window. The image is marked with numerical values which correspond with the tabular data mentioned above.

Fig: 10 - Default view of the Select Forms tab during Onboarding Package creation

This table describes the page elements present after form selection, the submission of the selected forms and configuration of its parameters.

Sl. No.	Field / Section Label / Action	Description and Benefit
1	Add Forms to Package	Click on it to load a modal to view and select forms from the available list. Any forms already included are displayed with greyed-out checkboxes. Benefit: Provides visibility of included forms before submission.
2	Review Required (Slider)	Indicates whether the selected form requires a review before approval. Enabled by default. Benefit: Ensures quality control and compliance by mandating a review process.
3	Reviewer Pool (Dropdown)	Displays available reviewer pools configured in the system; remains empty if not set in the selected form. Benefit: Allows assignment of appropriate reviewers for accurate and timely validation.
4	Approver Pool (Dropdown)	Lists approver pools configured in the system; remains empty if not set in the selected form. Benefit: Facilitates structured approval workflows by assigning authorized approvers.
5	Days to Complete	Specifies the number of days allowed to complete the review or approval process (default is zero). Benefit: Helps enforce deadlines and maintain timely progress in onboarding tasks.
6	Delete Icon (Red)	Removes the selected form from the onboarding package. Benefit: Provides flexibility to modify the package by eliminating unnecessary forms.
7	Proceeding to select employees	Click on Next to proceed to the last step of employee selection. Benefit: Provides easy navigation and control over the process.

Here is the view of the second tab after forms are displayed in the page (after inclusion) along with its configurable parameters. The image is marked with numerical values which correspond with the tabular data mentioned above.

Fig: 11 - Select Forms tab view after form(s) selection

3^rd Tab > Assign Employees

Here is the view of the third tab after forms have been selected and its configurable parameters have been specified. The image is marked with numerical values which correspond with the tabular data mentioned below.

Fig: 12 - Assign Employees tab view after form(s) selection

Sl. No.	Field / Section Label / Action	Description and Benefit
1	Select Employees grid	View the grid view of listed results consisting of the active employees of your organization. The inactive users are not displayed here. Three columns are present to reveal the full name, registered email address and the role(s) assigned to the active employees. You can also use the search bar to quickly find active employee(s). Benefit: Displays individuals who can receive the onboarding package.
2	Selection checkbox	Assign the onboarding package to selected employees for execution by using the checkboxes provided. Multiple employees can be assigned to work on one package. Benefit: Ensures the right individuals receive the package for timely completion.
3	Create Package button	Confirms and creates the onboarding package (included forms) for processing by the selected employees. Benefit: Finalizes the process of onboarding package creation.

Here is the view of the third tab after employees have been selected. The number of employees selected is displayed at the top-right.

Fig: 13 - Assign Employees tab view after employee selection

By following these steps, users can confidently submit Onboarding Packages. Once created, it is visible in the grid view.

Fig: 14 - Created Onboarding Package

An email gets triggered to the assigned users.

Fig: 15 - Triggered email on package creation

Submitted Onboarding Packages are available to the assigned employees under the Onboarding Items module (grid view and package summary view), as well as in the My Item(s) page.

Fig: 16 - Created package activity initiation options

Onboarding Packages displayed on this Onboarding Packages page get fetched in the Onboarding Items page of ONLY submitters and assigned users.






2.4. Using the Action column menu options

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Overview

Each onboarding package entry in the grid view includes an Action column that provides quick access options. This design ensures that users can perform relevant actions directly from the grid without navigating away from the page.

Click on the vertical ellipsis icon against any displayed row entry of the grid view to toggle the row-context menu options.

Fig: 21 - Action menu options

The following menu options are present:

1. 1

     View

   Used to view the submitted responses made to the forms of a package without the ability to make any modifications to the responses.
2. 2

     Package Summary

   Used to see the package overview, the purpose and its procedures, view the included forms of a package, its completion progress, the assigned employees and their assigned work completion percertages.

2.4.1. Using the View menu option

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Overview

Selecting the View option enables users to open and review an existing onboarding package in its entirety. This feature is particularly valuable when users need to understand the structure and purpose of the form. By providing full visibility into any onboarding package, the View option supports better decision‑making.

1. Click on the vertical ellipsis icon under the Action column, against any displayed row entry of the Onboarding Packages grid view to toggle the row-context menu option labeled as View.

Fig: 22 - Clicking on the View menu option

2. After clicking on it, three tabs are visible to display the onboarding package as per its configurations made in during the creation stages.

   Fig: 23 - Viewing an Onboarding Package

2.4.2. Using the Package Summary menu option

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Overview

The Package Summary option allows users to modify existing Onboarding Packages to meet specific requirements. This feature is beneficial for updating outdated information, correcting errors, or customizing fields to align with organizational needs. By enabling edits, users can maintain accuracy and relevance, ensuring that the form collects the right data for its intended purpose. It also reduces the need to create new Onboarding Packages from scratch, saving time and effort.

1. Click on the vertical ellipsis icon under the Action column, against row entry of the Onboarding Packages grid view with In Progress status to toggle the row-context menu option labeled as Package Summary.

Fig: 24 - Clicking on the Package Summary menu option

2. After clicking on it, a modal window loads to display three tabs. More details of the tabs are provided in card-format below. To get a visual overview of it, check out the following image.

   Fig: 25 - Viewing the Package Summary modal

1. 1

   Overview Tab

   • What it is: A dashboard-style tab summarizing the package via key cards (Total Forms, Employees, Avg. Progress) and a Package Summary section (Name, Purpose, Start Date, Procedures).
   • Why it matters: Offers a single-glance understanding of package scope and health, helping stakeholders track progress and align on onboarding objectives.
   • Typical actions: Review metrics (form count, assigned employees, average completion), confirm package context (e.g., New Employee Orientation Package), note Purpose (structured onboarding to cover policies, culture, expectations), check Start Date (e.g., Dec 22, 2025), and review Procedures (e.g., completing Pre-Hire and Authorization for Background Investigation forms).
2. 2

   Forms Tab

   • What it is: A tab that lists each included form in the package as cards showing the form name, status, assigned pools, and related metadata.
   • Why it matters: Centralizes visibility and control over all package forms, enabling easy tracking of completion states and assignment coverage.
   • Typical actions: Browse the forms (e.g., Pre-Hire Form, Authorization for Background Investigation), check each form’s Status (Not Started/In Progress/Completed), review Assigned Pools, open a form to manage details, update progress, or trigger workflows.
3. 3

   Employees Tab

   • What it is: A tab that shows cards for each assigned employee with their name, email, form activity status, and completion progress percentage.
   • Why it matters: Provides granular tracking of who is assigned and how far each person has progressed, helping HR and managers identify blockers and drive timely completion.
   • Typical actions: Search/filter employees, view an employee’s Form Activity (Active/Pending/Overdue), check Completion %, open the employee card for details, send reminders, or adjust assignments as needed.

2.5. Pagination

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Overview

The pagination controls allow users to move through multiple pages of onboarding package entries in an organized way. Instead of displaying all records at once, which can slow down performance and overwhelm the interface, the system divides entries into manageable pages. This not only improves loading speed and overall usability but also makes it easier for users to browse, locate, and manage Onboarding Packages within large datasets. Users can efficiently navigate to the exact set of entries they need without unnecessary scrolling by using the pagination options.

Pagination options are provided at the bottom-right, to navigate through multiple pages of entries, which populate the grid view as per the selected count of items per page. Selectable options are 10, 20 and 50. By default, the former is set.

Fig: 26 - Pagination options

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