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Setting up the onboarding module
Setting up the onboarding module

How to add an employee onboarding to your Agendrix account

Mark Borham avatar
Written by Mark Borham
Updated over a week ago

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.

How to set up the onboarding

OPTIONAL | One or multiple processes?

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.


Welcome message

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


HR Resource person

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.


Create your own questions

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


Testing it out

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


Time limit

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


People Data

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.


With the Plus Plan

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 ! ❤️

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