Quick Guides
Dashboard
The Dashboard is where you land in Webonboarding when you first login to the system.
Customising Emails
In Webonboarding you can customise certain email templates that get sent to users of the
Email notifications and triggers
This document contains a table with all the all the emails that Webonboarding automatically sends
Bulk Exports – Customising
Exports. Exports is a section of the system that allows you to create and
Bulk Exports – Scheduling Exports
Exports. Exports is a section of the system that allows you to create and
References – Configuration
References. This page contains a guide to the References feature in Webonboarding. It covers
References – Onboardee View
References. This page contains a guide to the References feature in Webonboarding. It covers howthe
References – Extraction
References. This page contains a guide to the References feature in Webonboarding. Itcovers how
Bulk Exports – Running Exports
Exports. Exports is a section of the system that allows you to create and
Creating an Onboard template
This section is where you can create set templates for processes that can be used
Authorising an Onboardee
Authorising the Offer Once completed and saved you can authorise the offer to send
Adding an Onboardee
This document contains a step by step guide to adding an onboardee. The Onboardee is
Reading Items Guide
Adding Reading Items Initial creation of documents may be done by your implementation consultant, however,
Exchange Documents Guide
Adding Exchange Documents Initial creation of documents may be done by your implementation consultant, however,
Tasks – Tracking and Completing
Webonboarding allows companies to set up Tasks that can be assigned to an onboardee process.
Tasks – Task Managers
Webonboarding allows companies to set up Tasks that can be assigned to an onboardee process.
Tasks – Creating and Editing
Webonboarding allows companies to set up Tasks that can be assigned to an onboardee process.
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
Quick Reference Guide for Onboardees
Welcome to your Onboardee Portal, and congratulations on your new role! The Portal gives you
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
Documents Quick Guide
What kind of documents can I have in my Webonboarding system? Exchange document A document
Offer, Contract and Signed Documents Guide
How to upload contracts, offer letters and additional signed documents. Initial creation of documents may
Bulk Exports – Creation
Exports. Exports is a section of the system that allows you to create and run
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
