There are two ways to resend documents through Apploi's Onboarding module.

If you have deleted an already sent document to an employee and need to resend it, here is how to do so:

You will edit the employee's details and scroll to the bottom where it says "Send Onboarding forms for employee to complete". You will toggle that so it turns the color green instead of grey. Then select the document you want to send, choose Text or Email, and then hit "Save Changes". The page will refresh and go back to the profile itself, alerting you that the documents have been sent.

If you have already sent the documents to an employee but need to resend them to remind them to complete the packet, you will have two options to resend these.

You can send a reminder to the employee from the Workforce Dashboard:

For each section of alerts, you have the option to send either bulk or individual reminders. To send bulk reminders, click “Send Reminder” in the specific alert section:

To send an individual reminder, click on the envelope icon next to that person’s name:

When you click to send a reminder in bulk or individually, a pop-up window will appear to format your message to employees:

You can choose to send the reminder messages out via Text or Email.

Feel free to customize the messages to employees however you like, but ensure you keep the merge fields provided, like *|document_missing|* in the above example. This will list out the missing or expired documents. If you would like to add a clickable link for employees to access their missing or expired documents, please select the *|document_link|* merge field from the "Insert Merge Field":
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If you send reminders in bulk, you have the option to choose which employees should receive that reminder. Click on the dropdown next in the “To” section and deselect those individuals you do not want to receive the notification. By default, all employees are automatically checked to receive notification.

You can also send this person a personalized communication, rather than a reminder:

Once you are in the Employee Directory, you have the option to send individual messages to an employee by clicking on their email address. This will open the communication pop-up window where you can send an email or text message. Through this system, you will also have the ability to attach external documents, not set up by Apploi, by clicking on the paperclip icon:

The other option to send communication out is through the Employee Profile. Once you are in the Employee's profile, simply click on Send Message:

If you would like to add a clickable link for employees to access their missing or expired documents, please select the *|document_link|* merge field from the "Insert Merge Field":