Category: Implementation Guides

Creating Operators

Operators is the name we use for internal users of Webonboarding and is where you can set up access for your HR users, Managers and Task Managers. Creating an Operator From the Menu, navigate to

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Operator Security Roles

In Webonboarding you can select different roles for your internal users of the system. These roles determine how much information and which actions an Operator can take. This document explains the different roles and what

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Customising Emails

In Webonboarding you can customise certain email templates that get sent to users of the system. This allows you to tailor the wording of the communication sent from the system to your Onboardees and internal

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Email templates – Operators

This document contains all the email templates that Webonboarding automatically sends to internal users. These could be HR/Recruitment users, Hiring Managers, Authorisers and Task Managers. Webonboarding automatically merges all the information in the highlighted sections

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Email Templates – Onboardees

This document contains all the email templates that Webonboarding automatically sends to Onboardees. Webonboarding automatically merges all the information in the highlighted sections and you can use the templates to enter your own information as

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Email notifications and triggers

This document contains a table with all the all the emails that Webonboarding automatically sends to users with the triggers that cause those emails to send. Email Frequency Trigger Welcome to onboarding; offer is available

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How to customise your system

This document contains a step by step guide to customising your system, for adding logos and changing colours. Customisation From the Dashboard or Menu, navigate to Administration. You can customise at Account (System Admin only)

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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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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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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

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