Onboarding and Offboarding
Initial setup guide for Onboarding and Offboarding
How do I Add New Staff Members Using Quick Add?
How do I Add New Staff Members Using Add and Onboard?
How do I Add New Staff Members Using Staff Import?
How do I Resend an Invite Email to Pending Staff?
Why is my Invite Email or Password Reset Email not Sending?
How do I Assign Holiday Allowance to a New Staff Member?
Can I Add a Pro-Rata Adjustment for New Starters?
How do I Create a new Onboarding Checklist?
How do I Assign an Onboarding Checklist to Staff?
Can I Change Who a Task is Assigned to During Onboarding?
Can I Use an Existing Checklist as a Template?
How do I View my Onboarding Checklist?
How do I View Tasks Assigned to me on Someone Else's Onboarding Checklist?
How do I Complete an Onboarding Task Assigned to Me?
How Do I Remove an Onboarding Task Assigned to Me?
How do I End a Staff Member's Employment or set a Contract End Date?
How do I Delete a Staff Member?
How do I Reinstate a Staff Member?
How do I Calculate What is Owed to a Staff Member or the Company when they Leave?
What Reports can I Run to Export Staff Data?