Start the demo and click the blinking blue beacon to advance to the next step.
Before your start date, your employer will send you a warm welcome and inform you about the necessary tasks to complete for a successful first day. The email will look like this:
Click Start onboarding to access your personalized onboarding website and view your tasks. You can access the onboarding website until HR publishes your profile but it is recommended to finish all tasks before your start date.
Add details
Once you click Edit, you will be directed to a form where you can provide your employee profile information. The profile template allows you to upload a picture and complete the fields in each section.
You are not required to fill in all the mandatory fields (they will be marked with a red asterisk) at once. You can save your progress as many times as you want. On the right side, you can see your progress in filling in mandatory fields. When you click the Save action, the task status is updated to:
- In progress, when there are mandatory fields that are still empty.
- Done, when all mandatory fields are filled in.
Sign documents
Documents that require your signature or need some details before they are signed by others will appear in the Documents section of your onboarding website.
Pending:
These documents need to be signed by others in your company before you can sign them. Once they are ready for signature you will be informed via email.
Details needed:
These documents require some additional details from you before they are signed by others in your company. Click Provide details, fill in the required information, and click 'Done.' The documents will remain pending until they are signed by your company stakeholders.
Ready to sign:
These documents are waiting for your signature:
- Click Review and Sign.
- If any information is required before you sign the document, you will receive a prompt to add them at this step of the process.
- Once the document opens, click Get Started to review and sign it. You may be requested to fill in some information.
FAQs
- Why are my tasks appearing as disabled?
- After your profile is published, all your tasks will be turned off except for viewing signed documents.
If you haven't finished all your onboarding tasks on time, contact your HR contact for assistance on how to complete them through your employee profile in Workable.