Email Templates

• Onboarding Email Templates

Reporting

• New Employee Report

Onboarding Forms

• Archive an Onboarding Form
• Create a New Hard Copy Form
• Delete a Hard Copy Form
• Unarchive an Onboarding Form

Employees

• Add a New Note in Onboarding
• Create an Employee
• Edit a Note
• Modify and Review Employee Information

Job Templates

• Add a New Video
• Add Forms to a Template
• Add Template Sections to a Job Template
• Add Template Videos to a Job Template
• Archive a Form
• Create a Job Template

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Onboarding Plans

• Add a Task for Onboarding Workflow Templates
• Complete an Onboarding Plan from the User's Perspective
• Create an Onboarding Plan
• Create an Onboarding Plan Schedule
• Create and Upload a Video
• Delete an Onboarding Plan

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Settings

• Edit Plan Settings
• Organization Info, User Settings, & Job Lists in Onboarding