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Onboarding Settings - Agency

Your Onboarding library is filled with existing categories and templates. Here, you have the power to create, edit, rearrange, and delete custom onboarding material that can be imported by your clients to offer a unique hire experience for new employees.


FAQ: How do I create new onboarding material?



“Customize your onboarding library”:


To rearrange the order in which employees will see the categories during their onboarding process, click the “Categories” button in the upper right of your library.


Click and hold the three dots next to each created category to drag and drop them in the desired order. Only created categories can be reordered.



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