Accessing OnBase via Unity Client
This is PC software that requires installation. Functionality is more robust and will be the primary way all HR Central users will access OnBase (i.e. Records, Benefits, Employee Relations and Talent Acquisition).
You will log into OnBase Unity Client using SSO (BlazerID and Password). Doing this will allow you to access both the Web and Unity Clients. Please note you may lose partial functionality or the appearance may be slightly different while using the Web Client.
File Menu Button
Home Ribbon Button
Import Ribbon Button
Search and Retrieve Documents in OnBase
There are two ways to locate documents in OnBase:
- Custom Queries allow a user to pull a full file for an employee by using a keyword field search.
- Retrieval (also referred to as Document Retrieval) allows you to search for a specific document for an employee using a keyword field search.
Retrieval (Document Retrieval) Searches
Understanding the Results/ Document Viewer Window
If the lower Document Viewer section is minimized, you can double-click on a row and the document will open in a view window.
Note: If your search returns no results, make sure you do not have any previous filter criteria in any column.
*Process will likely replace Black Icing records such as Employment Verifications we process in house.
To manually import records into OnBase