Assign Onboarding Policies in Workflow Forms

You can assign onboarding policies to employees in the New Hire, Rehire, and Candidate Hire forms.

To assign a policy in any of these forms:

1. In the appropriate form, in the Onboarding Policy drop-down list (located in the Personal Details section), select the policy you want to assign.
2. If you are using the New Hire form, complete the following steps to send the new employee a welcome message with instructions on how to access Dayforce for the first time:
   1. In the Address section, enter an email address in the Email field.
   2. In the User Credentials section, select the Send First Time Access Email (email required) checkbox and, optionally, select a template in the First Time Access Email Template drop-down list.
   3. Note: If you don't select a template from the First Time Access Email Template drop-down list, the application automatically uses the default template. For information about the content of the default template, see Default First Time Access Email Content.
3. In the User Credentials section, select an onboarding role and role.
4. Complete the remainder of the form.
5. Click Submit.