This section covers the onboarding setup tasks for administrators or other authorized users.
At minimum, you must complete the following tasks to use the onboarding features:
- Configure User Roles for Onboarding
- Create Onboarding Roles
- Assign Access to Onboarding Roles
- Configure Client Properties for Onboarding
- Configure Onboarding Policies
- Publish and Assign Onboarding Policies
Additionally, you can further enhance the onboarding experience by completing additional tasks such as the following:
- Configure Manager Checklists
- Configure Employee Checklists
- Upload Company Logos for Onboarding
- Define Key People
- Configure Guided Processes
- Configure Background Jobs for Onboarding Alerts
- Configure Notification Subscriptions for Onboarding
- Configure E-Signature Authentication
- Configure First Time Access Email