Onboard a New Starter

Onboarding gets a new team member ready without a pile of forms. On their first sign in they fill in the details you need, then work through the training modules you have set, and you can see exactly who has completed what.

Before you start

Onboarding is on the Standard, Professional and Enterprise plans. Start by adding the person in Team Members, which sends them their invitation. See invite your team and set their roles.

Collect their details on day one

1. Switch on onboarding

   Open Settings from the gear icon in the top bar, choose Application Settings and switch on Enable User Onboarding.

2. Choose what to collect

   Switch Capture Bank Details and Capture Tax Information on or off depending on what you need for payroll.

3. They fill it in

   The first time a new person signs in, they are asked for these details before they can use the app. The details are saved on their team member record.

Set up training modules

1. Open Onboarding

   In the sidebar, open Business and choose Onboarding. Add a new module.

2. Write the module

   Give it a title, a short description and the full content, such as your health and safety rules or how you look after customers.

3. Attach what they need

   Add files from your media library, documents such as your staff handbook, and links to anything outside Wizard Application.

4. Make it required

   Tick Required for modules everyone must complete. Drag modules into the order you want people to do them.

How your team completes them

Each person sees their Training Modules on their dashboard. They open a module, read it and any attached files, confirm they understand it and mark it complete.

See who has finished

Open a module's completions to see who has finished it, when, and how long they spent. Export the list as a CSV for your training records or an audit.

For more on looking after your team, see HR software.