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Steps for Individual Onboarding
Step 1: Enabling Self-Onboarding for Selected Employees HR/Admin must enable self-onboarding for specific employees by following these steps: Navigate to Onboarding (Menu) → Individuals(Submenu) → Invited Individuals(Tab) Click +Invite Individuals ...
Candidate Access to Self-Onboarding
Once the invite is sent, the candidate will receive an email containing onboarding instructions and a secure passcode. The employee should: Click the Launch button in the email. Log in using the provided passcode. Begin the self-onboarding process by ...
Document Enforcement Group
The Document Enforcement Group in the onboarding process ensures that specific documents are mandatory for upload and the uploaded document is signed by the employee. The configuration for this enforcement needs to be set up in the Document Sub Type ...
Document Enforcement Group
The Document Enforcement Group in the onboarding process ensures that specific documents are mandatory for upload and the uploaded document is signed by the employee. The configuration for this enforcement needs to be set up in the Document Sub Type ...
Clone Employees
My Team → Team Summary → Filter with Status - Inactive → Select the Employee and click Clone If an employee leaves the organization and later rejoins, there is no need to send the onboarding link again. All previously available details and documents ...