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Onboard: Management
Build and manage custom Workflows, create checklists, configure onboarding settings, and track progress.
Onboarding Configuration (Classic)
- Classic Onboarding Getting Started Guide - Administrators
- Onboarding forms settings
- Configuring the Onboarding welcome email to employees
- Creating an Onboarding form
- Editing a form in Onboarding
- Activating Onboarding
- Best practice: Add a test employee to Onboarding
- Adding custom fields in Onboarding
- Classic Onboarding Getting Started Guide - Managers
- Adding an employee to Onboarding
- Adding fields to PDF forms
- Configuring Onboarding notification settings
- Changing the default document signer in Onboarding
- Creating an employee record form
Checklists (Classic)
- Assigning tasks to an employee in Onboarding
- Resetting an Onboarding form when someone makes an error
- Selecting forms for new hires to complete
- Changing the state-specific form assigned to an employee
- Changing the signer/approver for an Onboarding checklist
- Using checklists and tasks
- Creating an Onboarding checklist
- Adding an Onboarding checklist to a job
- Adding or removing an Onboarding checklist for an employee
- Adding forms to a checklist
- Editing an Onboarding checklist
- How to automatically assign an Onboarding checklist when an applicant is hired
- Onboarding manager checklist
- Setting the checklist new hires should complete
- Removing a task from an employee
- Unassigning an Onboarding checklist
- Removing a checklist step