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Onboarding Training

The Onboarding Training module enables HR administrators to create structured training programs for new employees. This includes setting up required documents, upload requirements, and additional questions that new hires must complete as part of their onboarding process.

Set Training Content​

The training content setup section is where HR configures all the materials, documents, and tasks that new employees need to complete during onboarding.

What You Can Configure​

Set up information such as Documents that need to be signed, Documents you need the employee to upload, Additional questions, etc.

Training content options include:

  • Documents to Sign: Upload policies, agreements, or contracts that require the employee's signature (e.g., employment contract, NDA, code of conduct)
  • Documents to Upload: Specify files the employee needs to provide (e.g., ID documents, qualifications, certifications, tax file declaration)
  • Additional Questions: Create custom questions for the employee to answer (e.g., emergency contact details, dietary requirements, uniform size)
  • Training Materials: Attach guides, handbooks, or videos for the employee to review
  • Acknowledgements: Set up confirmations that the employee has read and understood key policies

Training Content Setup 1

Training Content Setup 2

Training Content Setup 3

Employee Completes Training Content​

This section shows how the onboarding training process appears from the employee's perspective.

Employee Training Experience​

Operations such as uploading specified files and answering designated questions from the employee's perspective.

What the employee sees and does:

  1. View Required Tasks: The employee sees a checklist of all onboarding items to complete
  2. Upload Documents: Employee uploads the files requested by HR (e.g., ID, certifications)
  3. Sign Documents: Employee reviews and signs required agreements and policies
  4. Answer Questions: Employee fills in responses to any additional questions set by HR
  5. Submit for Review: Once all tasks are completed, the employee submits their onboarding for HR review

Employee Training View 1

Employee Training View 2

Tips for HR Administrators​

  • Keep It Clear: Write simple, specific instructions for each training task
  • Set Priorities: Arrange tasks in logical order so employees know what to complete first
  • Test the Flow: Preview the training content from the employee's perspective before publishing
  • Follow Up: Monitor employee progress and send reminders for incomplete tasks
  • Update Regularly: Review and refresh training content periodically to keep it current