Category: Quick Guide

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,

Read More »

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

Read More »

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 

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

Tasks – Creating and Editing

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 »

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 »