OnboardCentric

OnboardCentric: Adding a New Hire

Article Appropriate for These User Types: ADMIN Applicable OnboardCentric Dashboard: USERS OnboardCentric makes adding a new user to the system quick and simple by clicking the Work With menu icon and selecti...

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OnboardCentric: Packets

Article Appropriate for These User Types: ADMIN Applicable OnboardCentric Dashboard: PACKETS OnboardCentric is designed to easily facilitate your company's need to automate the documents / forms / tasks assig...

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OnboardCentric: New Employee FAQs

Using OnboardCentric will help you streamline your onboarding process. This tip sheet provides you with key information regarding the objectives of OnboardCentric along with descriptions of what the icons and ...

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OnboardCentric Item Categories: Documents, Tasks, Forms, & Docu-forms

OnboardCentric works off of the notion that items (read: things to do) fall into one of the following categories: Documents, Tasks, Forms, and Docu-forms. Here is an overview of these key items. Documents D...

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Document Size Limitation

Documents, within the Collections area of OnboardCentric, are restricted to an upload size of 3 MB or less per document. To navigate to this area as an Admin, click Work With > Collections > Documents. In...

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Add Group Tasks

In OnboardCentric, there is a feature entitled “Add Group Tasks”. This feature allows you to assign one or more documents/forms/tasks to some or all of your users within the platform. As you will see in the f...

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How to Approve New Hire Forms

On your OnboardCentric landing page, you may either click on your pie chart to see all tasks that are of that specific status, or you may click on the individual tasks in the grid below the pie chart. Depend...

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Flexfields and Roles

Automated workflow is one of the core strengths of the OnboardCentric employee onboarding solution. Two features that are key factors in the ability to accommodate unique client workflows are FlexFields and Rol...

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