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Onboarding - Agency

Organize new hire documents for your clients in the Onboarding feature. Here, you’ll have the ability to create custom categories and templates for new hires to complete that your clients can then import and add to their onboarding process. Custom templates are great for distributing material to your clients such as emergency contact templates, IT agreements, etc. A few default categories and forms have already been generated for you in your Onboarding library which employers will see as well.


Choose an Onboarding related item to learn more:

Edit and implement onboarding materials

Or jump to one of this feature's FAQs:


- How do I create new onboarding material?


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