Onboarding

## Purpose and prerequisites

Complete company setup requirements and review assigned onboarding steps. Sign in with your own active account in the correct organization. Requirements depend on company settings and assigned role. The application has several onboarding surfaces; an empty checklist or bypassed gate does not establish that all onboarding obligations are complete.

## Employee: connected onboarding status

The **Onboarding Checklist** at `/dashboard/my-onboarding` shows status from a configured Gusto integration for a linked employee. It is not a general checklist for every company.

1. Open the page only if your manager has confirmed this integration is configured for you.
2. Review the assigned requirements. Use **Open** when available to follow the assigned resource or onboarding process.
3. Complete the steps through the assigned onboarding process. Ask your manager to confirm completion in the connected provider.
4. Reload to review the provider's recorded status. Do not rely on **Mark Done** or **All Set** alone to establish completion in Gusto.

**No onboarding steps found** does not establish that onboarding is complete. Ask your manager to confirm your requirements and account linkage.

## Employee: contract and video gate

Where the onboarding gate is displayed on web/mobile web:

1. Read **Review Contract**. If the text is missing, contact your manager.
2. If you agree after reviewing it, check **I have read and agree to the terms** and select **Sign & Continue**.
3. Under **Watch Safety Video**, watch the configured training material and select **I Have Finished Watching** after completion.
4. Verify the application allows you to continue and that progress remains after signing in again.

These instructions describe the application's acknowledgement controls, not legal advice or proof of a legally sufficient signature. The gate uses configured roles and requirements; administrators and impersonating sessions bypass it in this workflow. A manager seeing no gate therefore cannot use that as proof of an employee's completion.

## Manager or administrator: configuration and employee setup

1. Open `/dashboard/settings` and its **Onboarding** settings section when authorized.
2. Review **Contract Requirements → Require Signature** and provide the intended **Contract Terms & Conditions**.
3. Review **Training Video → Mandatory Viewing** and supply a working **Video Embed URL**. Check the applicable role settings before requiring the gate for employees.
4. When creating an employee through the employee wizard, review **Send Onboarding Link**. Verify invitation delivery and account setup with the recipient before treating the invitation as completed onboarding.
5. Use `/dashboard/people` and its onboarding area only after validating your configured recruitment/new-hire workflow. The recruitment area includes separate candidate packets and `/onboard/[id]`; these must not be confused with the signed-in employee checklist.

Ask your administrator for the approved recruitment packet and reminder process.

## Platform differences and unavailable route

- Desktop connected status: `/dashboard/my-onboarding`, requiring configured Gusto integration and a linked employee.
- Mobile web: the mobile layout includes the contract/video gate; a standalone equivalent mobile checklist route has not been verified here.
- `/onboarding`: the page displays **System Under Maintenance (Onboarding Module)**. Do not direct users there as a working onboarding workflow.
- Native iOS and Android: labels, deep links, gate behavior, and completion synchronization remain unverified.

## Troubleshooting

- **Status Unavailable:** sign in to your active account; ask your manager if it persists.
- **Onboarding sync is disabled:** the checklist asks an administrator to enable **Checklist & Onboarding** in **Settings → Integrations**.
- **No contract text provided:** contact your manager before acknowledging missing material.
- **Video does not load:** report the configured URL and use a manager-approved way to access the assigned training.
- **Mark Done success disappears after reload:** report the step. A local success message alone does not confirm recorded completion.

## Knowledge check

1. Does No onboarding steps found mean onboarding is complete? **Answer: No.**
2. How do you verify checklist completion? **Answer: Complete the assigned onboarding process and ask your manager to verify the connected provider status.**
3. Can an administrator bypassing the gate prove an employee completed it? **Answer: No; the gate bypasses administrative and impersonation sessions.**