Add the Resources Section to an Onboarding Policy

The Resources section provides new employees with links to information to help them transition into their new job:

This information might include job guides, training videos, benefits handbooks, or anything else that would be relevant to the employee's new job. You can configure as many sections as necessary and include helpful links and documents for the employee to review.

To add the Resources section to a policy:

1. Go to Onboarding Setup > Onboarding Policy.
2. In the sidebar, click the policy you want to modify.
3. Click the Getting Started tab.
4. Under Resources, click Add. The application automatically scrolls down to where you can configure the section.
5. To hide this section for internal employees, clear the Enable for Internal Hire checkbox. For example, if internal employees would already be familiar with these resources, you can hide this section.
6. Click Add Section.
7. Enter a title for the section in the Title field.
8. (Optional) In the Document section, complete the following steps to add either a link or a document:
   1. Click Add a document.
   2. Enter a title for the document in the Title field.
   3. Select an option:
      • Enter a URL: Enter or paste a URL in the field.
      • Select a Document: Select a document from the drop-down list or click the Upload a new document link to upload the necessary document.
      • Note: You can select documents uploaded in the past from the drop-down list. If you upload new documents, they are automatically assigned an onboarding document type so they will be available for future sessions. The following document types are supported: DOC, DOCX, PDF, HTML, HTM, WKS, TXT. Managers and employees must have their roles assigned in Documents > Admin > Document Types to have access to each of these document types.
   4. Click Ok.
9. (Optional) In the Video section, complete the following steps to add a video:
1. Click Add Video.
2. Enter or paste a video link from YouTube or Vimeo in the Video field. The application automatically populates the Title field, if possible. If it doesn't add a title, you must add one yourself.
3. Important: You can only upload public videos. You cannot upload private or unlisted videos.
3. (Optional) Add a description to the video in the Description field.
10. Click Ok.
11. Click Save.