Onboarding Overview

The OneClickWorker platform offers a comprehensive onboarding system designed to help new team members get up to speed quickly and efficiently. This guide provides an overview of the onboarding functionality available in the system.

What is Onboarding?

Onboarding is the process of integrating new team members into your organization. The OneClickWorker platform provides a structured approach to onboarding through customizable templates that can be assigned to users.

Key Features

The onboarding system includes the following key features:

1. User Onboarding Portal

   • View assigned onboarding templates
   • Complete onboarding tasks
   • Track progress through the onboarding process

2. Admin Onboarding Management

   • Create and manage onboarding templates
   • Organize templates into sections
   • Add various types of onboarding items
   • Assign templates to users
   • Track user progress

Onboarding Components

The onboarding system consists of the following components:

1. Templates: The overall structure for an onboarding process
2. Sections: Groups of related items within a template
3. Items: Individual tasks, acknowledgments, or information that users need to complete
4. Assignments: The connection between users and templates

User Guides

For detailed instructions on using the onboarding system, please refer to the following guides:

• Completing Your Onboarding - For users who need to complete assigned onboarding
• Creating Onboarding Templates - For administrators who need to create templates
• Managing Onboarding Sections and Items - For administrators who need to manage template content
• Assigning Onboarding Templates - For administrators who need to assign templates to users
• Tracking Onboarding Progress - For administrators who need to monitor user progress