Author: Simon Connell

Quick Reference Guide for Onboardees

  Quick Reference Guide for Onboardees Welcome to your Onboardee Portal, and congratulations on your new role! The Portal gives you complete access to all the documents you need in preparation of your start date,

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Reading Items Guide

Adding Reading Items Initial creation of documents may be done by your implementation consultant, however, should you need to upload any new Reading Items you can do so. Click documents on left-hand side of the

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Exchange Documents Guide

Adding Exchange Documents Initial creation of documents may be done by your implementation consultant, however, should you need to upload any new Exchange Documents you can do so. Click documents on left-hand side of the

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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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Documents Guide

Document 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

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References – Extraction

References.   This page contains a guide to the References feature in Webonboarding. Itcovers how to extract reference details from Onboardee processes.   Reference Notifications.   Once an Onboardee has fully completed their Reference details

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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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References – Configuration

References.   This page contains a guide to the References feature in Webonboarding. It covers configuring references.   Configuring References.   From the Menu, navigate to Administration and then Companies. Select the Company that you

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Bulk Exports – Scheduling Exports

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.   Scheduling Exports (SystemAdmin only).   Exports

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