Onboarding

When you join the company, your onboarding tasks appear in My Profile > Onboarding. The page lists everything you need to complete, tracks your progress, and lets you submit each item without leaving the page.

Your HR team decides which documents and questions appear here, so the exact items differ between companies, and can also vary by position within the same company.

Before you start

You need to set a password before you can reach your onboarding tasks. Your invitation email, You're Invited to Join [company]'s HR Platform, contains a Start Onboarding button. The email does not contain a password.

1. Open the invitation email and click Start Onboarding.
2. On the Set your password page, enter a password under New Password and repeat it under Confirm Password. The Password Requirements box ticks off each rule as you meet it.
3. Click Set Password & Login.
4. When you see Account Activated, click Go to Login and sign in with your email address and the password you just set.

Your company sets its own password rules. Where none have been customised, a password needs at least 8 characters, uppercase and lowercase letters, and a number.

If the link doesn't work

Each invitation link works once and lasts 14 days. If it can't be used, the page tells you why:

Message	What to do
This invitation has already been used	Your password is already set. Go to the login page and sign in with your email and password.
This invitation link has expired	Ask your manager or HR team to resend your invitation.
This invitation link isn't valid	Make sure you opened the full link from the email. If it still fails, ask for the invitation to be resent.
This invitation is no longer available	The business the invitation belongs to is no longer available. Contact your manager if you think this is a mistake.
We couldn't check your invitation	Refresh the page to try again.

If you never received an invitation, contact your HR team so they can check which email address is on your record.

Onboarding Progress

At the top of the page you'll see a welcome message and an Onboarding Progress bar showing how many tasks you have completed, for example 3 of 8 tasks completed. The bar updates as you submit each item.

Tasks can be grouped into four sections, depending on what your HR team has configured:

• Documents to Sign
• Documents to Upload
• Additional Questions
• Policy Acknowledgments

Each item shows a status icon so you can see at a glance what is done and what is still outstanding. Your HR team can also change the order these sections appear in, so the sequence may differ between companies.

Documents to Sign

This section lists documents your company needs you to sign, such as an employment contract or a policy acknowledgement. Each row shows the document name and its status - either signed or unsigned.

To complete a document:

1. Click Upload File on the document you want to sign.
2. Click download to save a copy of the document to your device.
3. Sign the downloaded document.
4. Upload the signed copy under Upload the signed document.
5. Click Submit.

note

Signed documents must be uploaded as a PDF, and you can attach one file per document.

Once submitted, the status changes to signed. You can then use the view icon to open the document, or the edit icon to replace the file you uploaded.

Documents to Upload

This section lists documents you need to provide, such as identification or qualifications. Each row shows the document name and its current status:

• Uploaded - you have submitted the document
• Awaiting submission - the document is required and still outstanding
• Optional - you may submit the document, but it is not mandatory

To submit a document:

1. Click Upload File on the row you want to complete.
2. Select your file under Please upload the file.
3. If the document has an expiry date, set it under Expiry date (optional).
4. If your company is connected to ShiftCare and has qualifications set up there, you may also see ShiftCare Qualification — pick one to sync this document across (optional).
5. Click Submit.

After uploading, you can use the view icon to check the file, or the edit icon to replace it or update its expiry date.

Additional Questions

Your company may ask you to answer a set of questions as part of onboarding - for example emergency contact details or clothing sizes. This section shows a single row summarising your progress, such as 5 questions in total, 2 have been answered.

Click Answer Questions to open the questionnaire.

Inside the questionnaire:

• The left panel lists every question with a status icon, so you can see which ones you have completed. Click any question to jump to it.
• The right panel shows the question you're answering, along with a counter such as Answering questions 2 out of 5.
• Click Submit & Next to save your answer and move to the next question. On the final question the button becomes Submit & Close.
• Click Cancel to close the questionnaire.

Questions come in several formats depending on what your HR team has set up:

Question type	How you answer
Short answer	Type a short response in a text box
Paragraph	Write a longer response using the text editor
Single select	Choose one option
Multiple select	Choose one or more options
Date	Pick a date from the calendar
File upload	Attach one or more files (up to 10)

note

Paragraph answers require a minimum of 30 characters and allow up to 15,000 characters.

Once every question has been answered, the button changes to View answer so you can review what you submitted.

Policy Acknowledgments

A policy acknowledgment asks you to open a policy document and confirm that you have read and understood it. Until you complete it, each policy shows Action required if it's mandatory or Optional if it isn't.

1. Select Review & Acknowledge beside the policy.
2. Select View document and review the policy. The confirmation cannot be submitted until the document has been opened.
3. Tick I have read and understood this document.
4. Select Submit.

After submission, the item shows Acknowledged with the date. Use the view icon to open the policy again later.

When you have finished

There is no final submit button for your onboarding as a whole. Each document, upload, answer and acknowledgment is saved as soon as you submit it, and your HR team can see it straight away. Completing your onboarding does not send your HR team a notification, so if you want to be sure they have everything, ask your HR contact to check your record.

Tips

• Work through the sections in order - the progress bar reflects every configured section.
• Required items are marked with a solid warning icon; optional items use an outlined icon.
• You can return to this page at any time to finish outstanding tasks or update something you have already submitted.

tip

Questions about a document you have been asked to sign or upload? Contact your HR team - they configure which onboarding items appear on this page.