Author: supportadmin

References – Configuration

References.   This page contains a guide to the References feature in Webonboarding. It covers configuring references. When References are switched on the References step will show in Onboardees processes and ask them to complete

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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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Bulk Exports – Running 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.   Accessing Exports.   From the Left-hand

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Creating an Onboard template

This section is where you can create set templates for processes that can be used over and over again for Job Roles and Positions that are regularly recruited for. Once a template has been created,

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Authorising an Onboardee

  Authorising the Offer Once completed and saved you can authorise the offer to send it out to the Onboardee. Use the Review Offer button to begin this process. This will navigate you to the

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Adding an Onboardee

This document contains a step by step guide to adding an onboardee. The Onboardee is the person receiving the Job Offer. How to Create an onboardee Record  From the Dashboard or Menu, navigate to Onboardees 

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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. The best use of Reading Items is

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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. Exchange Documents are ideal for documents which

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Tasks – Tracking and Completing

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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Tasks – Task Managers

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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