Page Comparison

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Once you are on the onboarding record, you can share the link to a new employee by clicking on the onboard new user from the action menu.

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This will open a new pop-up where you need to input the details of the new employee. All of the fields are required. The position is also required so that when you add the compliance section, it will load all the qualifications that are linked to the position

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Once you have clicked on the save and send invite, it will create a new record in your employee’s list and it will send an invitation to the employee’s email address that you have added in the email field.

The email that the new employee will receive should look like the image below. They need to use the username and password that has been emailed to them. They also need to click on the link to direct them to the onboarding website.

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