Online Induction >> Online Induction Tutorials

New Employee Process

 What is a New Employee Process? 

This is an additional step you can add to any induction. Once activated the users can only complete the Required Documents section of an induction and cannot progress to the induction steps until they are approved by and Admin.

 

Log into your Online Induction portal under an Admin account

 

Select Setup / Manage Content from the lefthand side of your dash board.

 

 

Select Setup & Manage Content

 

 

 Select ADD/MANAGE.  


Select the induction you would like to edit.

 

 

 

Select the New Employee Process button.

This button is live and will automatically update the induction to now facilitate an Employee Process. When this button is selected it will turn from white to blue.

 

 

 

 What happens next?

 

Once the user has attempted to complete an induction with a New Employee Process active, they will be presented with the below screen.

 

 


How to Approve the user?

 

The user can now be found in the Not inducted section of your admin dashboard.

 

 

 An admin will need to manually review the required documents the user has submitted and approve the user by selecting Action.

 

 

 

The user will receive an auto generated email inviting them to complete the rest of their induction. The email will contain the users log in details and a link to log in.

 

 

  


Will I receive a notification when a user has submitted their Required Documents?

You wont automatically receive notifications but you can turn this feature on in the Work Forms area. This can be found in the Options section, located on the righthand side menu when editing an induction.

 

 

If you follow the below steps you can set up a specific email to receive notifications whenever a user submits the Required Documents for the selected induction.

 

 

Note: you can turn this notification setting on for any induction, this option is not specific to inductions that have the New Employee Process active.




 
  • Create the induction types first
  • Enter in the steps you want per induction type
  • Upload or create content per step
  • Create notifications
  • Link to your portal from your website
  • Tell your users to register
 


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