In this article, we’ve linked to additional resources that may be helpful for your onboarding process.

The dashboard is the first page in HR-ON Boarding meetings. It might be useful to create a dashboard for your onboarding stakeholders, giving them easy access to their task and engagement widgets.

There are some basic settings to configure in your Boarding module. We recommend reviewing the articles below before getting started:

1. Company
2. Departments
3. Notifications
4. Employee Datacard Setup
5. Roles and permisions

Employees: Here, you’ll find an overview of the employee list, along with a guide on how to create and

mass-import employees.

Documents: – Upload global or department-specific documents and videos to link in your engagements.
Engagement Builder: In this module, you’ll find both Boarding and engagements. Engagements are a key part of Boarding, and we recommend reading all our articles on the topic. This is also where you can create series.

Processes: In the Process module, you can create timelines to plan your onboarding processes. These processes can include projects, tasks, engagements, and messages.