How to Manage Onboarding Packages

Automate your employees onboarding experience with Onboarding Packages. An onboarding package includes documents and training materials packaged for employees to complete during their onboarding, and can be personalized for each employee. 

To create an onboarding package,

1. Go to Documents > Onboarding Workflow
2. Click Add a Package button at the top right of the screen
3. Enter the Package Name
4. Click Select Documents to select from your list of uploaded documents
5. Switch to the Training Materials tab and click Select Training Materials to select from your list of uploaded training materials
6. Click Save.

To send an onboarding package to an employee,

1. Go to Employees > Add New Employees
2. Fill in the required fields
3. Click the onboarding package dropdown, and select from the list of created onboarding packages
4. Click Save and Continue.

The employee will be assigned the documents and training materials within the selected onboarding package.

To personalize an onboarding package when sending to an employee,

1. After selecting the onboarding package when adding the new employee, click the View Package Details button
2. Click Edit to change the title of the Document or Training Material
3. Click Delete to remove a document or training material from the onboarding package
4. Click Select Documents to add more documents to the onboarding package
5. Click Select Training Materials to add more training materials to the onboarding package
6. Click Submit.

Note: Changes made to the onboarding package from "Package Details" only apply to the employee being added.