Implementation Tools
Creating Operators
Operators is the name we use for internal users of Webonboarding and is where you
Operator Security Roles
In Webonboarding you can select different roles for your internal users of the system. These
Customising Emails
In Webonboarding you can customise certain email templates that get sent to users of the
Email templates – Operators
This document contains all the email templates that Webonboarding automatically sends to internal users. These
Email Templates – Onboardees
This document contains all the email templates that Webonboarding automatically sends to Onboardees. Webonboarding automatically
Email notifications and triggers
This document contains a table with all the all the emails that Webonboarding automatically sends
How to customise your system
This document contains a step by step guide to customising your system, for adding logos
References – Configuration
References. This page contains a guide to the References feature in Webonboarding. It covers
Creating an Onboard template
This section is where you can create set templates for processes that can be used
Tasks
Webonboarding allows companies to set up Tasks that can be assigned to an onboardee process.
Cascade Integration
The Webonboarding integration with Cascade gives clients who use both systems the ability to create
Creating and Editing Forms
Forms is a section of the system designed to replace cumbersome paper forms and gather
Extracting Form Data
Forms is a section of the system designed to replace cumbersome paper forms and gather
How to access the Form Library
Forms is a section of the system designed to replace cumbersome paper forms and gather
Forms
Forms is a section of the system designed to replace cumbersome paper forms and gather
Additional Fields
Webonboarding allows companies to set additional customised fields to be included in an Onboardees profile.
Documents Guide
Document Quick Guide. What kind of documents can I have in my Webonboarding system? Exchange
How to create a company
Creating a Company This document contains a step by step guide to creating a company. Each
Customer Success Plan
Webonboarding Customer Success Plan This document outlines our process for completing successful Webonboarding implementations. It
How to add a user
Creating a new user This document contains a step by step guide to creating a
Download data collections
Latest News
API Enhancement
In our continued efforts to provide our customers with the best possible functionality and to facilitate seamless integrations with webonboarding, we are currently working on enhancing our API offering to enable our clients to provision onboardees directly into webonboarding via web services. We adopt many industry best practices and utilise OAuth2 and RESTful services in our API. This feature is currently undergoing final tests in our staging systems before we release it into production. We are excited about helping our customers further automate their onboarding processes.
Brand new Support Hub
We have been working hard on optimising our support hub, creating a dedicated area for all knowledge with how to guides easily accessible. We’ve also added search functionality, implementation tools and a place to have your say
