The updated Add/Edit Employee flow makes it easier to manage employee details, required documents, and onboarding communications in one place. You can clearly see which documents need to be sent and customize the email and SMS messages employees receive — whether you’re adding someone new or updating an existing profile.
Add/Edit Employee flow
Customize onboarding emails and texts: Provide specific instructions (for example, the order to complete documents) or confirm profile updates.
See required documents at a glance: Easily identify which documents must be sent to the employee.
Send documents via SMS: Share onboarding documents directly by text message for faster completion.
Add a new employee
Go to Onboard and click Add employee.
Enter the employee’s details.
Review the list of required documents.
Customize the email, SMS, or both (optional).
Click Send to deliver documents and messages.
Edit an existing employee
Open the employee profile in Onboard.
Click Edit.
Update employee details and review required documents.
Customize the email, SMS, or both (optional).
Save your changes and send any outstanding documents.
Tips
Use SMS for urgent or time-sensitive document requests.
Add clear completion order if multiple documents are required.
Send a quick confirmation message after profile updates so employees know their information was saved successfully.