Category: Quick Guide

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

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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 

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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

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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

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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

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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

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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

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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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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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