Category: Quick Guide

Dashboard

The Dashboard is where you land in Webonboarding when you first login to the system. It is designed to put information about actions to perform front and centre so that you can access them quickly.

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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 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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Bulk Exports – Customising

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

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Bulk Exports – Scheduling Exports

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.   Scheduling Exports (SystemAdmin only).   Exports

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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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References – Onboardee View

References.   This page contains a guide to the References feature in Webonboarding. It covers howthe onboardee adds information.   Onboardee Views.   In the Reference section Onboardees will be asked to add information for their

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References – Extraction

References.   This page contains a guide to the References feature in Webonboarding. Itcovers how to extract reference details from Onboardee processes.   Reference Notifications.   Once an Onboardee has fully completed their Reference details

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Bulk Exports – Running Exports

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

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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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