# US 2023/0274232 A1 · Methods, systems, and computer program products for staged onboarding of new hires to an organization > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2023/0274232 A1 - Document ID: US20230274232A1 - Status: Published application - Kind: A1 - Application number: 17/652,506 - Filed: 2022-02-25 - Published: 2023-08-31 - Earliest claimed: 2022-02-25 - Assignees: Change Healthcare Holdings, LLC - Applicants: Change Healthcare Holdings LLC - Inventors: Ravi Botla; Erin Cornelius - Web page: https://patentgrep.com/patent/US20230274232A1 ## CPC - G06Q 10/1053: Employment or hiring - G06Q 10/06311: {Scheduling, planning or task assignment for a person or group} - G06Q 10/063112: {Skill-based matching of a person or a group to a task} - G06Q 10/063114: {Status monitoring or status determination for a person or group} - G06Q 10/06398: {Performance of employee with respect to a job function} - G06Q 10/1097: {using calendar-based scheduling for task assignment} - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract A method includes defining a plurality of sequential stages for transitioning an individual from a candidate status to an onboarded status of an organization, each one of the plurality of sequential stages having one or more tasks associated therewith, such that completion of the one or more tasks associated with a preceding one of the plurality of sequential stages is required before performing the one or more tasks associated with a current one of the plurality of sequential stages; tracking completion of the one or more tasks for each one of the plurality of sequential stages; and automatically notifying, on a periodic basis, a supervising entity of which one of the sequential stages the individual is currently in based on tracking completion of the one or more tasks for each one of the plurality of sequential stages. ## Claims ### Claim 1 A method, comprising: defining a plurality of sequential stages for transitioning an individual from a candidate status to an onboarded status of an organization, each one of the plurality of sequential stages having one or more tasks associated therewith, such that completion of the one or more tasks associated with a preceding one of the plurality of sequential stages is required before performing the one or more tasks associated with a current one of the plurality of sequential stages; tracking completion of the one or more tasks for each one of the plurality of sequential stages; and automatically notifying, on a periodic basis, a supervising entity of which one of the sequential stages the individual is currently in based on tracking completion of the one or more tasks for each one of the plurality of sequential stages. ### Claim 2 (depends on 1) The method of claim 1, further comprising: automatically notifying the supervising entity when one of the one or more tasks associated with one of the plurality of sequential stages fails to complete. ### Claim 3 (depends on 1) The method of claim 1, further comprising: automatically notifying the supervising entity when one of the one or more tasks associated with one of the plurality of sequential stages fails to complete within a defined time period. ### Claim 4 (depends on 1) The method of claim 1, further comprising: automatically notifying the supervising entity when action is required by the supervising entity to allow one of the one or more tasks associated with one of the plurality of sequential stages to complete. ### Claim 5 (depends on 1) The method of claim 1, wherein tracking completion of the one or more tasks for each one of the plurality of sequential stages comprises: obtaining information associated with the one or more tasks for each one of the plurality of sequential stages from a plurality of different information source systems. ### Claim 6 (depends on 5) The method of claim 5, wherein tracking completion of the one or more tasks for each one of the plurality of sequential stages comprises: applying rules to the information that has been obtained to determine a status of each of the one or more tasks for each one of the plurality of sequential stages. ### Claim 7 (depends on 6) The method of claim 6, further comprising: providing a user interface including a display of the status of each of the one or more tasks for reach one of the plurality of sequential stages. ### Claim 8 (depends on 1) The method of claim 1, wherein the plurality of sequential stages comprises an offer accepted stage, a background check stage, a human resources hired stage, a day one access stage, an equipment requested stage, and an equipment delivered stage. ### Claim 9 (depends on 8) The method of claim 8, wherein the one or more tasks for the offer accepted stage comprises at least one offer accepted indication; wherein the one or more tasks for the background check stage comprises a background check initiation and/or a background check completion; wherein the one or more tasks for the human resources hired stage comprises a human resources account creation and/or a human resources account hire status; wherein the one or more tasks for the day one access stage comprises creation of system logins for the minimum required access based on a designated role for the individual, obtaining required software licenses, assigning a mentor, and/or registering the individual for orientation; wherein the one or more tasks for the equipment requested stage comprises equipment request received, equipment request assigned, equipment shipped, role specific applications requested, credit card requested, and/or transportation requested; and wherein the one or more tasks for the equipment delivered stage comprises equipment delivered, equipment request fulfillment, equipment configuration in progress, role specific applications installed, equipment configuration complete, credit card approved, and/or transportation request fulfilled. ### Claim 10 (depends on 1) The method of claim 1, further comprising: using an artificial intelligence engine to predict an onboarding satisfaction score for the individual; and using the artificial intelligence engine to identify an attention needing task from the one or more tasks corresponding to any of the plurality of sequential stages that presents a risk for negatively impacting the onboarding satisfaction score for the individual. ### Claim 11 (depends on 10) The method of claim 10, further comprising: automatically notifying the supervising entity of the attention needing task. ### Claim 12 (depends on 10) The method of claim 10, wherein the artificial intelligence engine is trained using historical onboarding satisfaction scores for previously onboarded individuals, respectively, and characteristics associated with each of the previously onboarded individuals; and wherein the characteristics comprise a personnel category type, a personnel category sub-type, a number of days taken for background verification, equipment types requested, supervising entity response rate, assigned internal organization. ### Claim 13 (depends on 12) The method of claim 12, wherein using the artificial intelligence engine to predict the onboarding satisfaction score for the individual comprises: using the artificial intelligence engine to predict the onboarding satisfaction score for the individual and using the artificial intelligence engine to identify the attention needing task based on the personnel category type for the individual, the personnel category sub-type for the individual, the number of days taken for background verification for the individual, the equipment types requested for the individual, an inventory status of the equipment in stock, the supervising entity response rate for the individual, the assigned internal organization for the individual, and a number of days remaining for onboarding. ### Claim 14 A system, comprising: a processor; and a memory coupled to the processor and comprising computer readable program code embodied in the memory that is executable by the processor to perform operations comprising: defining a plurality of sequential stages for transitioning an individual from a candidate status to an onboarded status of an organization, each one of the plurality of sequential stages having one or more tasks associated therewith, such that completion of the one or more tasks associated with a preceding one of the plurality of sequential stages is required before performing the one or more tasks associated with a current one of the plurality of sequential stages; tracking completion of the one or more tasks for each one of the plurality of sequential stages; and automatically notifying, on a periodic basis, a supervising entity of which one of the sequential stages the individual is currently in based on tracking completion of the one or more tasks for each one of the plurality of sequential stages. ### Claim 15 (depends on 14) The system of claim 14, wherein the operations further comprise: automatically notifying the supervising entity when one of the one or more tasks associated with one of the plurality of sequential stages fails to complete. ### Claim 16 (depends on 14) The system of claim 14, wherein the operations further comprise: automatically notifying the supervising entity when one of the one or more tasks associated with one of the plurality of sequential stages fails to complete within a defined time period. ### Claim 17 (depends on 14) The system of claim 14, wherein the operations further comprise: automatically notifying the supervising entity when action is required by the supervising entity to allow one of the one or more tasks associated with one of the plurality of sequential stages to complete. ### Claim 18 (depends on 14) The system of claim 14, wherein the operations further comprise: using an artificial intelligence engine to predict an onboarding satisfaction score for the individual; and using the artificial intelligence engine to identify an attention needing task from the one or more tasks corresponding to any of the plurality of sequential stages that presents a risk for negatively impacting the onboarding satisfaction score for the individual. ### Claim 19 A computer program product, comprising: a non-transitory computer readable storage medium comprising computer readable program code embodied in the medium that is executable by a processor to perform operations comprising: defining a plurality of sequential stages for transitioning an individual from a candidate status to an onboarded status of an organization, each one of the plurality of sequential stages having one or more tasks associated therewith, such that completion of the one or more tasks associated with a preceding one of the plurality of sequential stages is required before performing the one or more tasks associated with a current one of the plurality of sequential stages; tracking completion of the one or more tasks for each one of the plurality of sequential stages; and automatically notifying, on a periodic basis, a supervising entity of which one of the sequential stages the individual is currently in based on tracking completion of the one or more tasks for each one of the plurality of sequential stages. ### Claim 20 (depends on 19) The computer program product of claim 19, wherein the operations further comprise: using an artificial intelligence engine to predict an onboarding satisfaction score for the individual; and using the artificial intelligence engine to identify an attention needing task from the one or more tasks corresponding to any of the plurality of sequential stages that presents a risk for negatively impacting the onboarding satisfaction score for the individual.