This guide shows step by step how to set up d.vinci Onboarding.

Proceed as follows:

1. Create users
2. Prepare Responsibility
   • Create Responsibilites
   • Assign Responsibilities
3. Prepare Correspondences
   • Create Template Layouts
   • Create Correspondence Templates
4. Create and edit Reasons for Entry
5. Prepare Tasks
   • Create Task incl. create Task Package and Task Template
   • Apply Task Package
6. Prepare Onboarding
   • Create Onboarding
   • Add attachment to Onboarding
     
7. Prepare Employee Portal
   • Configure Employee Portal
   • Employee Portal - Settings in the Onboarding
   • Edit Employee Portal Correspondence Templates
   • Create Portal Article
   • Create Portal Task
   • Granting access to Employee Portal
8. If you want to use Forms (Questionnaires) for the Onboardees: Create Form + Form Field and Documents - create, change and add to tasks
9. Managing Messages
10. Finish assigned Task
11. Filter Onboardings
12. Excel-Export of Onboardings

Your onboardees can install the employee portal as an app on their cell phone so that they always have it with them: Employee portal: Installation on mobile devices