Instructions — ONB

Add Attachment to New Employee
Required permissions Onboardings | view/ edit/ create/ delete, or Onboardings | view/ edit as supervisor, or Onboardings | view/ edit as line manager ...
Apply Task Package
Apply task packages in order to apply the contained task templates to an onboarding process. You can apply any number of task packages to an onboarding pr...
Assign Task to Other Persons
Tasks that you do not finish yourself you can assign to other persons. The task must be assignable. A task assignee can be any person with an email addre...
Change Display Order of Forms
Required Rights View forms Forms displayed in portal tasks as well as forms used internally are displayed in the Additional Information tab in all ...
Change Portal Language
The language of the employee portal  depends on the language of the onboardee's onboarding file. To change the language of the employee portal, change ...
Copy correspondence template
Instead of creating correspondence templates from scratch, you can also simply copy them in case you wish to only make minor changes to the content of the n...
Create Additional Line Manager
A user becomes the additional line manager for a selected onboarding process if he or she is selected for it when the onboaring is created. A) Assign Ro...
Create Additional Supervisor
A user becomes the additional supervisor for a selected onboarding process if he is selected for it when the onboardings is created. A) Assign Role to U...
Create Buddy
A user becomes the buddy for a selected onboarding process if he or she is selected for it when the onboarding is created. Proceed as follows: Assign...
Create Correspondence Template
You can create correspondence templates if at least one template layout was previously created. Note This article concerns the d.vinci Onboarding. The...