Onboarding Workflow for Staff - Revision history

Cienna at 03:37, 29 June 2023

2023-06-29T03:37:06Z

← Older revision		Revision as of 03:37, 29 June 2023
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	Alternatively, congratulations on your new team member!		Alternatively, congratulations on your new team member!

	In this guide we’ll be taking you through the process of how new staff ~~member~~ will receive the onboarding workflow that was sent out, as per the [[Onboarding ~~Staff with~~ Workflow]] steps.		In this guide we’ll be taking you through the process of how new staff members will receive the onboarding workflow that was sent out, as per the [[Onboarding Workflow]] steps.

	The first part of the process is the same as our standard Onboarding process; you can view the article by [[~~link=~~Onboarding for Employers\|clicking this link for managers]], or click [[~~link=~~Onboarding for Employees\|this link]] if you're an employee.		The first part of the process is the same as our standard Onboarding process; you can view the article by [[Onboarding for Employers\|clicking this link for managers]], or click [[Onboarding for Employees\|this link]] if you're an employee.

	This includes Personal, Bank, Super Fund details, TFN declaration and Emergency Contacts.		This includes Personal, Bank, Super Fund details, TFN declaration and Emergency Contacts.

	Note: At any time, the staff member can Save their form and come back to finish it later.		<b>Note:</b> At any time, the staff member can Save their form and come back to finish it later.

	==First Steps==		==First Steps==

Cienna: /* Standard Onboarding */

2023-06-29T03:33:36Z

Standard Onboarding

← Older revision		Revision as of 03:33, 29 June 2023
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	==Standard Onboarding==		==Standard Onboarding==
	Visit our [[Onboarding for Employees]] Article for more details about the Standard Onboarding process.		Visit our <b>[[Onboarding for Employees]]</b> Article for more details about the Standard Onboarding process.

	Fill out the information in each of the following categories:		Fill out the information in each of the following categories:

	* Personal Details: Enter Name, Date of Birth, Email, Mobile Number, Gender, Address.		* <b>Personal Details:</b> Enter Name, Date of Birth, Email, Mobile Number, Gender, Address.
	* Bank Details: Enter the name of the account holder, BSB and Account Number.		* <b>Bank Details:</b> Enter the name of the account holder, BSB and Account Number.
	* Super Fund: Make a selection in relation to your Superannuation account.		* <b>Super Fund:</b> Make a selection in relation to your Superannuation account.
	* TFN Declaration: Enter your Australian Tax Office information and make relevant selections.		* <b>TFN Declaration:</b> Enter your Australian Tax Office information and make relevant selections.
	* Emergency Contacts: Enter friends or family member information in the event of an emergency.		* <b>Emergency Contacts:</b> Enter friends or family member information in the event of an emergency.

	~~Based on our custom workflow, we now have 3 sections left to tackle: Documents to Sign, Upload Documents and Additional Information.~~

	[~~SCREENSHOT~~]		Based on our custom workflow, we now have three sections left to tackle: <b>Documents to Sign, Upload Documents and Additional Information.</b>

			Staff are able to click Save and Edit Later if they need to source information, but want to save what they've done first.

			[[File:Onboard-basic.png\|475px]]

	==Documents to Sign==		==Documents to Sign==

Cienna: /* First Steps */

2023-06-29T03:30:19Z

First Steps

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	[[File:Staff-onboard-email (1).png\|750px]]		[[File:Staff-onboard-email (1).png\|750px]] [[File:Onboard-auth.png\|460px]]


	[[File:Onboard-auth.png\|~~750px~~]]

	==Standard Onboarding==		==Standard Onboarding==

Cienna: /* First Steps */

2023-06-29T03:29:04Z

First Steps

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	* Click the link or the button to open the form and enter the 6 digit code from the email.		* Click the link or the button to open the form and enter the 6 digit code from the email.
	* You can now access the form.		* You can now access the form.
	[~~SCREENSHOT~~]
	[~~SCREENSHOT~~]
			[[File:Staff-onboard-email (1).png\|750px]]


			[[File:Onboard-auth.png\|750px]]

	==Standard Onboarding==		==Standard Onboarding==

Cienna: /* Additional Information */

2023-06-23T02:01:21Z

Additional Information

← Older revision		Revision as of 02:01, 23 June 2023
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	[[SCREENSHOTS]]		[[SCREENSHOTS]]






			[[File:back-button.png\|link=Sending Workflow to Employee]] [[File:home-button.png\|link=Main Page]] [[File:next-button.png\|link=Wageloch HR Guide]]

Cienna: /* Standard Onboarding */

2023-06-22T02:40:05Z

Standard Onboarding

← Older revision		Revision as of 02:40, 22 June 2023
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	==Standard Onboarding==		==Standard Onboarding==
	Visit our [Onboarding for Employees] Article for more details about the Standard Onboarding process.		Visit our [[Onboarding for Employees]] Article for more details about the Standard Onboarding process.

	Fill out the information in each of the following categories:		Fill out the information in each of the following categories:
Line 32:		Line 32:

	[SCREENSHOT]		[SCREENSHOT]


	==Documents to Sign==		==Documents to Sign==

Cienna: Created page with "Congratulations on your new job! Alternatively, congratulations on your new team member! In this guide we’ll be taking you through the process of how new staff member will..."

2023-06-22T02:39:50Z

Created page with "Congratulations on your new job! Alternatively, congratulations on your new team member! In this guide we’ll be taking you through the process of how new staff member will..."

New page

Congratulations on your new job!
Alternatively, congratulations on your new team member!

In this guide we’ll be taking you through the process of how new staff member will receive the onboarding workflow that was sent out, as per the [[Onboarding Staff with Workflow]] steps.

The first part of the process is the same as our standard Onboarding process; you can view the article by [[link=Onboarding for Employers|clicking this link for managers]], or click [[link=Onboarding for Employees|this link]] if you're an employee.

This includes Personal, Bank, Super Fund details, TFN declaration and Emergency Contacts.

Note: At any time, the staff member can Save their form and come back to finish it later.

==First Steps==
* When a staff member has been sent a request to onboard, an email will be sent shortly after.
* This email will contact a link, a button and a code.
* Click the link or the button to open the form and enter the 6 digit code from the email.
* You can now access the form.
[SCREENSHOT]
[SCREENSHOT]

==Standard Onboarding==
Visit our [Onboarding for Employees] Article for more details about the Standard Onboarding process.

Fill out the information in each of the following categories:

* Personal Details: Enter Name, Date of Birth, Email, Mobile Number, Gender, Address.
* Bank Details: Enter the name of the account holder, BSB and Account Number.
* Super Fund: Make a selection in relation to your Superannuation account.
* TFN Declaration: Enter your Australian Tax Office information and make relevant selections.
* Emergency Contacts: Enter friends or family member information in the event of an emergency.

Based on our custom workflow, we now have 3 sections left to tackle: Documents to Sign, Upload Documents and Additional Information.

[SCREENSHOT]

==Documents to Sign==
As an example and based on our custom workflow, the employee needs to review/sign the following documents:

* Employee Agreement
* Employee Handbook (Code of Conduct)
* Position Description

Click the button for each respective Document to review and sign if prompted.

[[SCREENSHOT]]

* Read and review all the information.
* Scroll to the bottom of the screen and click the Click to Sign button (if visible)
* If signing, you can draw, type or upload your signature.
* Click Sign to digitally sign your document.
* Click Submit to save.
* If successful, you’ll receive a prompt to advise your document has been signed.
* Once complete, a tick box will appear on the onboarding form next to the document.

[[SCREENSHOTS]]

==Upload Document==
If the custom onboarding workflow has requested documents to be uploaded - such as copies of licenses or certificates - you can upload these documents.

You cannot submit your onboarding form to management without completing uploads.

* Click Choose a File (or Drag/Drop the file into the window.)
* Select the file from your device.
* Click OK
* This should now successfully upload.

[[SCREENSHOT]]

==Additional Information==
If any custom fields have been added (in this case, Uniform size/types), our employee can now make selections, enter values or add flags.

Our Custom Fields for Uniform Order (Bottoms Type/Size and Shirt Size) are now available to be selected.

* Select the Bottoms Size (2) with the type (Skirt, Pant, Short) and size.
* Select the Shirt Size (3).

Now that all of our three custom fields are completed (Documents to Sign, Upload Documents, Additional Information) and our standard onboarding is finished, we can now click Finish to send the form back to management for processing.

All done!

[[SCREENSHOTS]]