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.

Click documents on left-hand side of the screen.

You can then click “add document”.


If “Reading Item” is selected as the Document Type , then some additional options display on the screen.


You will need to select one of the Sub Types:

Sub-Type

Description

Download

These documents will provide a downloadable document for Onboardees to read and mark as read.

Link

This will provide Onboardees with a web link to navigate to.

If the reading the document is mandatory then select the Mandatory check box. Onboardees will need to mark mandatory reading items as read in order to complete this stage of the process.


Ensure that the Status is set to Active, this ensures that the new document is available for use.


Now use the companies tab at the top of the page to select the Companies in Webonboarding that will have access to this document.

Click Save.

 

 

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