Version: v2024.24


TABLE OF CONTENTS


General Features


Onboardees/Onboardings


Tasks

  • Task overview with filter options
  • Mass finishing of tasks
  • Mass deleting of tasks
  • Create tasks for onboardees and users
  • HTML editor for text input
  • Insert information using placeholders
  • Combine and apply tasks in task packages
  • Define tasks packages per Reason for Entry
  • Copy task templates
  • Task responsibility and dynamic, schedule-dependent task due dates
  • Regular reminders about urgent tasks via email
  • Automate finishing of tasks
  • Transfer tasks by email (manually/automatically) to persons outside the system (e. g. Line Management, Service provider, etc.)
  • Document management with files that can be stored as placeholders in task descriptions to support completion
  • Send correspondence upon task finishing
  • Send correspondence automatically on a time-controlled basis
  • Automatically inform responsible persons when certain tasks are completed


Employee Portal

  • Password-protected access to Employee Portal with password change feature for multiple onboardings: onboardees going through onboarding processes for multiple positions can switch between their different onboardings in the same Employee Portal
  • Employee portal as an app for all devices
  • Branding: Logo, app-icon, controls colors
  • Display contact person
  • Maintain texts in multiple languages
  • Welcome article and footer
  • Addressing people in German: on a first-name basis or formal
  • Individual information for onboardees
  • Easily see new information
  • Automatic birthday greetings
  • Get feedback from onboardees
  • Portal articles: publishing news and information as cards
    • Article overview
    • HTML editor for text input, media and attachments
    • Use placeholders with onboardee data
    • Preview of portal articlesDisplay article permanently
    • Display article on a scheduled basis
    • Save favorite portal articles
    • Arrange articles
  • Portal tasks: display selected onboarding tasks
    • Task purpose
    • Task overview
    • Progress dognut for onboardees
    • HTML content, images, and attachments
    • Preview of portal tasks
    • Display tasks according to status: never, due soon, finished
    • Display forms in tasks
    • Reminder about due tasks
    • Contact person for onboardees
  • Data upload (also directly from the camera app on compatible mobile devices)
  • List of uploaded documents
  • Preview of Employee Portal to see it from the point of view of onboardees
  • Display last login


Reporting


Administration & Configuration

  • Personalize menu
  • Access the administration menu without leaving the page
  • Search administration menu
  • Export users to Excel
  • Roles and permissions
  • Reorganize organizational structure
  • Correspondence templates (emails) incl. HTML editor for text input
  • Define signing authority for users
  • Unlimited number of task packages with task templates
  • Task templates
    • with dynamic due-date and position-dependent responsibility
    • for transferable tasks
    • for tasks to unlock portal articles
    • for portal tasks
    • for tasks with correspondence dispatch
    • HTML editor for text input
  • Create forms
    • Use internally or in Employee Portal
    • Display only for authorized users (e. g. bank account information)


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