Each new hire requires a [Pack] to be associated to them which will form part of their onboarding journey via the front end website (The Journey)
The Pack Builder is located under the [Information] section and is managed by [Control Panel Users]
The [Pack] consists of any number [tasks] specific to the candidate being Onboarded and should consist of information such as;
- Confirm your personal details
- Offer Letter (Word Document)
- Contract (Word Document)
- Uniform Order Forms (Form Created in DayOne or Document Uploaded)
- iFrame view of a welcome video
NOTE: Tasks should not be confused with other items that should be visible to the new hire in their Library, such as:
- Maps / Directions (Word Document / PDF)
- Staff Handbook (PDF)
- Leaflets / Guides (PDF)
- Dress Standards Policy (PDF)
Create a new Pack
To create a new Pack, click on the [+] add icon
Add a Pack Title
Select the item from the task list that you wish to add to the pack and a Pack list will appear at the top of the page. by simply ticking or un-ticking an item.
The user can drag and drop the items in the top panel to put them into the correct order that should be displayed to the new hire via the onboarding website
Example:
Tasks in the onboarding website
Set the reminders to candidates and frequency of reminders to candidates
Edit a Pack
An existing pack can be edited any any time by a control panel user (System Administrator or Super User Only)
Note: Packs that have already been issued will not be affected.
Archive a Pack
Packs can be Archived so that users do not issue old or unused data.
Click into the Pack that is to be [Archived] and click on [Archive]
