Skip to main content
Profile: Represents an individual in the hiring and onboarding process. A profile begins as a candidate and transition to an employee upon hiring.

​
Edit Profile Details

1

Navigate to Onboarding

HR O Nav
2

Select a profile

HR O Select
3

Select Edit

HR O Edit
4

Fill in the required information

HR O Edit C
Select Save to complete or Cancel to exit without saving changes. 

​
Send Pre-Boarding Email

Welcome an accepted candidate and provide key information needed before their first day including start date, contact details, and required documents.
1

Navigate to New Hire Information

HR O NHI
2

Select Send Pre-Boarding Email

HR O SPE
3

Select a template

HR O Template
Use the dropdown list to choose an existing template, or select Customized to write a custom message.
To modify available email templates, navigate to the Admin Module
4

Save pre-boarding email

HR O Send Email
Select Save to send the email or Cancel to exit without saving changes

​
Account Setup

Create and track requests to set up employee system access. Account setup requests will be sent to IT for completion.
1

Select Account Setup

HR O Acct Setup
2

Select Add Request

HR O Add Request
3

Fill in the required information

HR O A Request C
Select Add to complete or Cancel to exit withoug saving changes.
4

Await IT approval

At this stage, the request is sent to IT for completion. Once completed, checkmarks will appear in the corresponding areas. 

​
Asset Request

Create and track requests for employee equipment and work supplies. Asset requests are routed to approvers and IT for fulfillment, and completed assets will appear in the employee’s profile.
1

Navigate to Assets

HR O Assets
2

Select Add Request

HR O A Req
3

Fill in the required information

HR O A Req C
Select Add to submit the request or Cancel to exit without saving changes. A request will be created for review in the Requests Module. 
4

Approve asset request

To approve an asset request, see Requests Module > Asset Request (hyperlink will be added when Requests Module is published)
5

Once all asset requests are complete, select Mark as Complete

HR O Ma C

​
New Hire Activities

Track a new hire’s progress through welcome and onboarding activities
1

Navigate to New Hire Activities

HR O NHA
To modify New Hire Activites, navigate to the Admin Module
2

Mark the employee's progress

HR O NHA S
Select the checkboxes to mark individual items or Mark as Completed to mark groups of items.