Author: Simon Connell

References – Onboardee View

References.   This page contains a guide to the References feature in Webonboarding. It covers howthe onboardee adds information.   Onboardee Views.   In the Reference section Onboardees will be asked to add information for their

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Tasks – Creating and Editing

Webonboarding allows companies to set up Tasks that can be assigned to an onboardee process. Tasks are internal actions that need to be completed prior to, or just after, the Onboardee’s start date. Tasks can

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Documents Quick Guide

What kind of documents can I have in my Webonboarding system? Exchange document A document which you either want the Onboardee to upload into the system OR want the Onboardee to download and complete and

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Bulk Exports – Creation

Exports. Exports is a section of the system that allows you to create and run customised exports that can be downloaded from the system in various formats. Accessing Exports. From the Left-hand menu, navigate to

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