Onboarding in HelpOne collects the forms, policies, and training a new staff member needs in one place.
Steps
- Open the staff record.
- Start Onboarding or attach an onboarding checklist if your organization has a template.
- Assign any required policy acknowledgments, e-signature documents, and training.
- Confirm the new hire can access their self-service portal.
Tip: Reuse the same onboarding template for each new hire so nothing is skipped.
