Author: supportadmin

Quick Reference Guide for Onboardees

Quick Reference Guide for Onboardees Welcome to your Onboardee Portal Account, 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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Brand new Support Hub

We have been working hard on optimising our support hub, creating a dedicated area for all knowledge with how to guides easily accessible. We’ve also added search functionality, implementation tools and a place to have your

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How to customise your system

Customisation This document contains a step by step guide to customising your system, you can add logos, change colours amend email templates and create welcome pages. From the Dashboard or Menu, navigate to administration and click

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How to add a user

Creating a new user  This document contains a step by step guide to creating a user. Each user has different privileges, please see guide below. System admin Able to create onboardee records, edit the system

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How to create a company

Creating a company This document contains a step by step guide to creating a company. Each company can be an entity of your business. Adding a company  From the Dashboard or Menu, navigate to administration 

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API Enhancement

In our continued efforts to provide our customers with the best possible functionality and to facilitate seamless integrations with webonboarding, we are currently working on enhancing our API offering to enable our clients to provision

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Forms

Forms are questions built into the system, these can be created by HR admins and can contain a number of different types of questions. Creating a form.  From the Dashboard or Left-hand side menu, navigate

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Tasks

Tasks are actions that need to be completed prior to the Onboardee’s joining date by either HR, the Hiring  Manager OR Task Manager. Tasks can be available for all Companies or individually selected companies. Once

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Documents guide

What kind of documents can I have in my Webonboarding? Exchange document. A document which you send to the Onboardee to complete and return. E.g. Confidential medical questionnaire, HMRC checklist. OR A document which you

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Creating an Onboard template

Adding an onboard template (JOB ROLE/POSITION) The Onboard Template section is accessible once you have switched into a Company set up in your Account (if you are a system admin, you will have the option

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