Set-Up - Administrators
- How do I configure Employee Tasks in Onboarding? (Default Tasks) (video)
- How do I configure Manager Tasks in Onboarding? (Default Tasks) (video)
- How do I create tasks in Onboarding? (Custom Tasks) (video)
- How I turn on Onboarding for my organization?
- How do I include Spanish or French translation for onboarding documents?
- Message Templates: How do I edit Onboarding Message Templates? (video)
FAQs - Administrators
- What administrative roles can complete Section 2 of the I-9?
- What types of attachments can I add to a custom onboarding task?
- What Employee Tasks come as default within PeopleMatter?
- How is Equal Employment Opportunity information collected within Manager’s Tasks in Onboarding?
- How do I reset a new hire's onboarding tasks?
- Why didn't my Manager Tasks reset under onboarding?
Features & Workflows - Managers
- How do I view a Team Member's onboarding tasks? (video)
- How do I enable onboarding tasks for a Team Member added manually?
- How do I add a location or transfer a team member without enabling onboarding?
- How do I resend an onboarding email?
- How do I use the Manager Onboarding Dashboard?
- How do I complete Section 2 of the I-9 for a new hire? (video)