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
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
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
How to upload contracts, offer letters and additional signed documents. Initial creation of documents may be done by your implementation consultant, however, should you need to upload any new contracts you can do so. Note
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 Menu, navigate to Administration Click the “Companies”
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
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
Webonboarding Customer Success Plan This document outlines our process for completing successful Webonboarding implementations. It is our path to success that when followed enables us to progress towards a fully live and working system in
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
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
How to adapt your processes for onboarding new hires remotely. Challenge of change The way we manage new hires needs to change. As more HR, hiring teams and recruiters are operating remotely and increasing numbers