Category: Implementation Guides

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:

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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

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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

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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

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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

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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

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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

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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 Menu, navigate to Administration  Click the “Companies”

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Customer Success Plan

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

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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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