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I’m responsible for onboarding staff, where do I start?

Once registered, our wizard will guide you through the setup process.

The first step is to add onboarding and recurring tasks. Examples may include attending a welcome meeting, obtaining a laptop, or attending a training course.

Next, set up any shared documents and credentials relevant to a group or all employees. A shared document could be an employee handbook. A shared credential could be the code to the office door. 

Then assign the roles within your organization and allocate the tasks, shared documents, and shared credentials associated with each role.

Finally, you need to set up your employees. After entering their details, assign their role. The software will automatically populate relevant tasks, shared documents, and credentials.

Add any private documents or credentials to individual employees through the employee section.

This article was first published on January 27 2021
Last updated on November 15 2022