Onboarding

Section Description

The Onboarding section in the employee account, located in the Dashboard module, is designed to guide employees through their onboarding tasks step by step. This section ensures employees can complete all necessary actions, including reviewing assigned devices, filling out profile information, accessing accounts, signing documents, and beginning training. A centralized Current Tasks block keeps employees informed about outstanding tasks, helping them complete onboarding efficiently and smoothly.

Features List

• Current Tasks Overview
• Intro Tab
• Profile Tab
• Docs Signing Tab
• Devices Tab
• Apps Tab
• Training Tab

Feature Overview

Current Tasks Overview

The Current Tasks block provides an up-to-date list of onboarding actions that employees need to complete. Tasks are categorized into six key tabs:

• Intro: Welcome message and resources for new hires.
• Profile: Complete personal profile data.
• Docs Signing: Review and sign required documents.
• Devices: View assigned company devices.
• Apps: Review login credentials for assigned accounts.
• Training: Begin assigned training programs.

Employees can monitor their progress as they complete each task.

Intro Tab

In the Intro tab, employees are provided with key information to help them get started:

• A Welcome Message: Personalized by the admin to greet and guide the new hire.
• Helpful Links: Directs employees to company resources such as FAQs, employee handbooks, or team communication platforms.
• Documents for New Hires: Important files like orientation guides or policies for employees to review.
• Assigned Mentor: Displays the name and contact information of the assigned mentor for personalized support.

Profile Tab

The Profile tab is a critical part of the onboarding process, allowing employees to provide all required personal and professional information requested by the admin. This ensures accurate and complete records for both the employee and the company.

How It Works:

• Field Overview. In the Profile tab, employees can view a list of all fields requested by the admin. These fields are grouped into logical steps for ease of completion.
• Filling Out Information. Employees click the Edit button to start the process. They are guided through a structured four-step workflow.

Step 1: Main Information

• First Name
• Last Name
• Date of Birth
• Profile Photo: Employees can upload a photo to complete their profile.

Step 2: Additional Details

Contact Information:

• Phone
• Personal Email
• Gender
• Marital Status
• ZIP Code
• Address (Street Address, City, State, Country)

Licensing & Visa Information:

• Driver’s License
• Driver’s License Type
• Visa Type
• Visa Number
• Expiration Date

Personal Preferences:

• Language
• Allergies
• Dietary Restrictions
• Shirt Size

Social Profiles:

• LinkedIn
• Facebook
• X (formerly Twitter)

Education:

• Institution
• Degree
• Field of Study
• Start Date
• End Date
• Grade

Step 3: Bank Details

• Bank Name
• Name on Account
• Account Number

Step 4: Emergency Contact

• Full Name
• Relationship
• Phone
• Email

Post-Completion

• Editing Information. After completing all steps, employees can revisit the Profile tab to make edits directly. This allows flexibility for updates to information such as addresses, emergency contacts, or bank details.
• Automatic Integration. Once submitted, all information is automatically stored in the employee’s Profile section for reference and management.

Docs Signing Tab

In the Docs Signing tab, employees can:

1. Review and Sign Documents: Click the Sign button to open, review, and sign documents directly on the platform.
2. Access Signed Documents: Once signed, documents are moved to the Documents section, where employees can download or view them for reference.

The system provides clear deadlines and reminders to ensure all required documents are signed promptly.

Devices Tab

The Devices tab provides a list of all company-provided devices assigned to the employee. Employees can:

1. View information about each device, such as device type, serial number, warranty, and assigned warehouse.
2. Access this data anytime in the Devices section of their account.

This ensures employees are aware of their assigned equipment.

Apps Tab

The Apps tab displays credentials for corporate accounts assigned to the employee. Employees can:

1. View their Login Credentials, including usernames, passwords, and associated system links.
2. Refer back to this information in the Apps section at any time.

This ensures a smooth and secure setup of access to company systems.

Training Tab

The Training tab provides employees with information about training programs assigned to them. Employees can:

1. View the list of assigned training courses or programs.
2. Track their progress and see deadlines for completing training.
3. Access training details and materials directly through the Training section.

This supports employees in building knowledge and skills as they begin their roles.