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Onboard: Management

Onboard: Management

Build and manage custom Workflows, create checklists, configure onboarding settings, and track progress.

Onboarding Configuration (Classic)

Editing a form in Onboarding

Creating an Onboarding form

Creating an employee record form

Adding fields to PDF forms

Onboarding forms settings

Configuring Onboarding notification settings

Activating Onboarding

Configuring the Onboarding welcome email to employees

Best practice: Add a test employee to Onboarding

Adding custom fields in Onboarding

Adding an employee to Onboarding

Changing the default document signer in Onboarding

Classic Onboarding Getting Started Guide - Managers

Classic Onboarding Getting Started Guide - Administrators

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Checklists (Classic)

Changing the state-specific form assigned to an employee

Resetting an Onboarding form when someone makes an error

Selecting forms for new hires to complete

Assigning tasks to an employee in Onboarding

Removing a task from an employee

Adding or removing an Onboarding checklist for an employee

Adding an Onboarding checklist to a job

Adding forms to a checklist

Changing the signer/approver for an Onboarding checklist

Creating an Onboarding checklist

How to automatically assign an Onboarding checklist when an applicant is hired

Onboarding manager checklist

Removing a checklist step

Setting the checklist new hires should complete

Unassigning an Onboarding checklist

Editing an Onboarding checklist

Using checklists and tasks

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Completed Onboarding

Signing and approving forms

Finding an employee's completed hiring forms or documents

Printing completed forms

Assigning forms to current employees

How to download employee forms

Handling rehires' Onboarding paperwork

How to see completed Onboarding forms or documents

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