Custom Onboarding Guide

NOTE: Creating and assigning custom onboarding plans requires admin access and a paid plan.

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Table of Contents

1. Overview
2. Accessing Onboarding
3. Creating a Custom Onboarding Plan
4. Adding Sections and Items
5. Assigning an Onboarding Plan
6. Completing an Assigned Onboarding Plan (Team Member View)
7. Reviewing Completion and Results (Manager View)
8. Best Practices
9. Troubleshooting

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Overview

Custom onboarding allows you to create tailored onboarding plans for individual team members, ensuring each employee follows an optimal path based on their background and organizational requirements.

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Accessing Onboarding

1. Log in to your OneClickWorker account at https://app.oneclickworker.com/.
2. In the main navigation menu, click HRO Admin.
3. Click on Onboarding.

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Creating a Custom Onboarding Plan

1. On the Onboarding dashboard, click Create A Template.
2. Enter a Template Name and, optionally, a Description (e.g., "Nurse Onboarding Plan").
3. The new template will appear in your templates list.

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Adding Sections and Items

1. Click Sections and Items for your template.
2. To add a section:
   • Enter a Section Title.
   • Click Add Section.
   • (Optional) Click Edit Section to add or update a description, then save.
3. To add an item within a section:
   • Click Add Item inside the desired section.
   • Enter an Item Name and (optionally) a Description.
   • Select the Item Type (Checklist, Text Response, Multiple Choice, File Upload, or Acknowledgment).
   • Save the item.
4. Continue adding sections and items until your onboarding plan is complete.

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Assigning an Onboarding Plan

1. Click Assignments in the Onboarding section.
2. Select the onboarding template you want to assign.
3. (Optional) Set a Deadline Date.
4. Select one or more team members to assign the onboarding plan to.
5. Click Assign To User.
6. You will see a confirmation of the assignment.

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Completing an Assigned Onboarding Plan (Team Member View)

1. Team members log in and navigate to HRO > Onboarding in the main menu.
2. Assigned onboarding plans appear in their dashboard.
3. Click on an onboarding plan to open it.
4. Work through each step, marking each item as complete as you progress.
   • Users are required to mark each step as complete individually (not all at once).
   • This allows onboarding to be completed over time.
5. Items that are not yet completed are shown in a panel at the bottom of the plan.
6. Once all required items are complete, click Submit Assignment.

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Reviewing Completion and Results (Manager View)

1. As a manager, return to the Assignments section.
2. Select the team member to view detailed information about their onboarding progress.
3. You can see which tasks and instructions have been completed, which are outstanding, and review all responses and uploads.

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Best Practices

• Create onboarding plans tailored to specific roles or departments for maximum effectiveness.
• Use a mix of item types (e.g., acknowledgments, file uploads, checklists) to cover all onboarding needs.
• Encourage team members to complete onboarding gradually, marking items as complete over time.
• Regularly review onboarding progress and follow up with team members as needed.

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Troubleshooting

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Note: All onboarding templates, assignments, and completions are managed through the Onboarding dashboard under HRO Admin.

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This guide is based strictly on the current implementation and verified features. If you need further assistance, please contact support or refer to other guides in the Onboarding section.