Onboarding form
Reviewing and Updating the Onboarding form is the first activity which you are
supposed to do as a new joiner after your account validation. The steps which
you will need to complete onboarding will depend upon the way this has been configured
in your company. Here we are giving the generic / default workflow.
Step 1 - Policy acceptance
There might be a policy which
you will need to accept before you can proceed. If you click on "I Decline" you
will be logged out and you will not be able to proceed with onboarding.
Welcome message
Step 2 - You will need to update the fields / documents as per company's requirement.
If some documents are to be uploaded as a part of education or reference document section please use the "Upload" button in the row to do so. You can then upload the document through a popup as shown below. Click on "Save" on the row after uploading the document and then click on "Close".
Click on "Next" on the first popup after you filled up all the fields and uploaded
the required documents. If no inputs are needed from you then you can skip this
step.
Step 3 - You can review your filled up profile details.
- Click on "Proceed" once you have finished updating.
Note :
1. If you do not have all the supporting documents you can click on "Logout" and
update the form later
2. Once you submit the record you would not be able to make any change and would
be able to use the system only after your record has validated by company HR
and status has been updated as joined. You will get an email from the system
when these activities are done and you have full access.