Digital Onboarding

Streamline new hire paperwork with automated packets.

1. Navigate to Settings > Onboarding.
2. Create Packet: Name it (e.g., "Full-Time Server").
3. Add Components:
   • Profile: Basic info (Name, Address, SSN).
   • Documents: I-9, W-4, Employee Handbook.
   • Training: Link to mandatory "Safety Video".
4. Auto-Assign: Set rule to assign this packet automatically when a new user is created with the "Server" role.