If you wish to see this process in a video format, see this article.

To start the setup process, you have to click on the Employees tab under the Settings of your organization.

By default, you will have the same onboarding process for all of your locations.

Knowing that, you have the opportunity to set different data per location with the first option. It’s useful if each location has a different HR individual.

IMPORTANT

If you use this feature, an employee with multiple locations will receive the onboarding of their primary location.

The welcome message is the first message your employees receive. It’s a great opportunity to do a good first impression!

Employees will have access to the information of this person during their onboarding. This will clarify who will be their contact point with any questions.

You can create as many questions as you like. This part is useful in understanding your employees interests, aspirations, etc.

It's to note that you can test the feature at any time with the Preview Onboarding button on your bottom right.

You can also set a time limit for employees to complete their welcome by activating this option.

It’s also possible to fetch relevant employee information through his onboarding with People data.

You can choose the fields that are useful for you and determine if they must be filled by the employee (or just by managers), and dictate if it’s mandatory or not.

You will have access to many additional fields! 🤩

Under Personal information, you will now have these fields:

And under Employment :

Remember that you can mark some fields as Required. This way, it will be mandatory for the employees to fill out the information during onboarding.

To do so, please follow these steps:

To try our Plus Plan, go to Billing and simply activate it! ❤️