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Complete the preboarding form
Complete the preboarding form

Learn how to complete the preboarding form

Updated over a week ago

Welcome to your organization! You will undergo an onboarding process to be welcomed to the company and prepare for your first day. Fill in personal details and upload your documents into the system.

How to complete the onboarding flow

Check your email. You may have already received an email with the link to start your preboarding.

Step 1: Welcome message

A welcome message will appear and may contain an image or video for you to watch.

  1. Read the message, and view the image or video if there is one.

  2. Click Start.

Step 2: Employee details

  1. Upload a profile photo to personalize your employee profile. This photo will be visible to other people in your organization.

  2. Fill in the details and mandatory fields. Mandatory fields must be completed to continue the preboarding form.

    The details you enter will be visible to people in your organization, depending on their permission settings.

Note: Some displayed fields will be editable to you only during the preboarding process. Once preboarded, your ability to edit the details may be limited, so fill in as many details as possible while going through the onboarding flow.

3. Click Next.

Step 3: Docs

This step is for those required to upload docs within the preboarding form.

  1. Click Drag here to upload or click here to browse to upload documents where relevant. If the step is mandatory, you must complete the required actions to continue the preboarding form. The Next button will be disabled until mandatory document requests are fulfilled.

  2. Click Next.

Step 4. Final

A thankful message will appear and may contain an image or video for you to watch.

  1. Read the message and view the image or video if there is one.

    🎉 Your preboarding form is now complete. Thank you!

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