Employee Onboarding

The level of permissions required will depend on your role in the application.

1. To install the Onboarding app, you need to be a Tenant Administrator
2. To access Employee Onboarding app, you need to have the following permissions:
   1. Site visitors (minimum)
   2. Employee Onboarding app Members (minimum)
3. To administer/ configure the app, you should have Onboarding app Owners permissions.
4. To perform main operations such as onboarding process, you should have HR Owners permissions.

Yes, you can change the checklist options that are available at the time of initiating an Onboarding Process. Please visit the Administration->Onboarding Checklist section of the application and you can edit all the checklist items from the available lists.

The emails to be triggered will be assigned at the start of the Onboarding process. At the time of adding details of a new employee, you are prompted to enter the names of the Manager and System Administrator. The emails will be triggered by these individuals during the workflow.

Yes, you can white-label the app, and change the logo and app name. In order to white label the app, you need to follow the steps mentioned below.

1. Open Manage App settings -> Administration
2. In here, you will find different settings where you can change the name, description, logo and other properties.

In order to add or edit items of System Setup details, please follow the below steps:

1. Open the System Setup Details tab under Administration.
2. In the list, click on the Edit button.
3. Click on the List button present in the ribbon.
4. Click on Modify View and then click on Settings.
5. Under the column section, click on Setup Details type.
6. Now you can edit the options that have to be provided in the drop down.

The level of permissions required will depend on your role in the application.

1. To install the Onboarding app, you need to be a Tenant Administrator
2. To access Employee Onboarding app, you need to have the following permissions:
   1. Site visitors (minimum)
   2. Employee Onboarding app Members (minimum)
3. To administer/ configure the app, you should have Onboarding app Owners permissions.
4. To perform main operations such as onboarding process, you should have HR Owners permissions.