Onboarding Instructions | Scribe

    Onboarding Instructions

    • HR Solutions

    STEP 1 - NAVIGATE TO APPROPRIATE SCREEN

    Click "Personnel"

    STEP 2 - CHOSE APPROPRIATE ONBOARDING TYPE

    There are two (2) different ways of launching an onboarding: 1. Onboard New Employee button - This is for NEW employees that have never worked for the organization before 2. Rehire and Onboard Employee button - This is for REHIRES that already have a profile in the system. Instructions for both are below.

    Onboard New Employee

    Click "Onboard a new Employee"

    Rehire and Onboard Employee

    Locate the original profile of the employee and highlight.
    Click "Rehire and Onboard Employee"

    STEP 3 - LAUNCH THE ONBOARDING PACKAGE

    Regardless of choosing to onboard a new employee or rehire and onboard an employee, the launching screen appears the same and requires the same information. For a rehire and onboard employee, the details of the employee will be prefilled in based on the original profile. You may need to update information for accuracy.
    Enter the employees first, middle, and last names
    The system requires the Sex field - You may chose Not Specified, Male, or Female from the drop down menu.
    Enter the employee's email address - This email address will be used to send an email with a link to access their onboarding paperwork.
    Select the state the employee will be working in. You will be presented with a drop down list populated with your specific list of available states based on your company's unique setup.
    Using the Onboarding Package drop down menu, select the package you wish to send to this specific employee. Your drop down menu will be populated with one or more packages depending on your company's unique setup.
    Click "Save". Once you save it, the email will be sent to the email address provided for the employee to complete their paperwork.
    SAMPLE EMAIL - The employee will receive an email similar to this with a link they click on to complete their onboarding package.
    The employee will be presented with a series of tasks to complete which will walk them through each step of the onboarding package.

    STEP 4 - MONITOR PROGRESS

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