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

Proceed as follows:

  1. Create users
  2. Prepare Responsibility
  3. Prepare Correspondences
  4. Create and edit Reasons for Entry
  5. Prepare Tasks
  6. Prepare Onboarding
  7. Prepare 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