Onboarding form

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.

Notes
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.




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