Onboarding and Offboarding

← Knowledge Base

  1. How do I Add New Staff Members?

  2. How do I Resend an Invite Email to Pending Staff?

  3. Why is my Invite Email or Password Reset Email not Sending?

  4. How do I Add Holiday for a New Staff Member?

  5. Can I Add a Pro-Rata Adjustment for New Starters?

  6. How do I Create a new Onboarding Checklist?

  7. How do I Assign an Onboarding Checklist to Staff?

  8. Can I Change Who a Task is Assigned to During Onboarding?

  9. Can I Use an Existing Checklist as a Template?

  10. How do I View my Onboarding Checklist?

  11. How do I Complete an Onboarding Task Assigned to Me?

  12. How Do I Remove an Onboarding Task Assigned to Me?

  13. How do I End a Staff Member's Employment or set a Contract End Date?

  14. How do I Delete a Staff Member?

  15. How do I Reinstate a Staff Member?

Feedback and Knowledge Base

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