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Onboarding and Offboarding

← Knowledge Base

  1. How do I Add New Staff Members Using Quick Add?

  2. How do I Add New Staff Members Using Add and Onboard?

  3. How do I Add New Staff Members Using Staff Import?

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

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

  6. How do I Assign Holiday Allowance to a New Staff Member?

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

  8. How do I Create a new Onboarding Checklist?

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

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

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

  12. How do I View my Onboarding Checklist?

  13. How do I View Tasks Assigned to me on Someone Else's Onboarding Checklist?

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

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

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

  17. How do I Delete a Staff Member?

  18. How do I Reinstate a Staff Member?

  19. How do I Calculate What is Owed to a Staff Member or the Company when they Leave?

  20. What Reports can I Run to Export Staff Data?

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