• There is no pre-work necessary. You can begin set-up right away.
• Set up a customized Welcome Message to work as a personal greeting that can provide additional details necessary for a pending new hire.
• Add Documents that should be read and acknowledged prior to starting work.
• Create Onboarding Groups to control what documents a pending new hire should actually see.
• Modify the Wizard Configuration to quickly exclude pages, mark fields required (or remove fields), and add Helpful Links on any page for the new hire.

Important:

• At least one onboarding group is required to organize which documents are assigned to each employee.
• Work Location setup is recommended if your company has multiple locations. (This helps ensure that proper tax forms are provided during onboarding.)

Watch the Expert Session Video On-Demand:

Onboarding Training