Category: Implementation Guides

Tasks

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

Read More »

Cascade Integration

The Webonboarding integration with Cascade gives clients who use both systems the ability to create new employee records and pass data to their Cascade system once their process is completed. The integration will pass over:

Read More »

Creating and Editing Forms

Forms is a section of the system designed to replace cumbersome paper forms and gather required information from onboardees. You can use Forms in Webonboarding to replicate current paper forms in a format that can

Read More »

Extracting Form Data

Forms is a section of the system designed to replace cumbersome paper forms and gather required information from onboardees. You can use Forms in Webonboarding to replicate current paper forms in a format that can

Read More »

How to access the Form Library

Forms is a section of the system designed to replace cumbersome paper forms and gather required information from onboardees. You can use Forms in Webonboarding to replicate current paper forms in a format that can

Read More »

Forms

Forms is a section of the system designed to replace cumbersome paper forms and gather required information from onboardees. You can use Forms in Webonboarding to replicate current paper forms in a format that can

Read More »

Additional Fields

Webonboarding allows companies to set additional customised fields to be included in an Onboardees profile. These can either be added at initial setup or later. Additional fields are particularly useful for additional information that you

Read More »

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

Read More »

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 Menu, navigate to Administration  Click the “Companies”

Read More »

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

Read More »