Document Library

The Document Library allows an Onboarding administrator to create documents and links that appear to new hires. An administrator can also configure Onboarding to allow new hires to upload documents. In addition, documents can be configured for the Onboarding owner to complete during Initial Review.

The Document Library contains two menu items:

Company Documents – Displays the Company Uploaded Documents page. Includes documents and links that appear on the Onboarding home page under Helpful Information and under the Policies and Documents tab when completing new hire paperwork.
New Hire Uploads – Displays the New Hire Uploaded Documents page, which permits administrators to request documents from new hires (for example, driver's license or specific certification).

You have several options on this page:

To change the order in which the documents are presented, go to General Settings or Process Settings.
To create a new document, select Add.
To edit a document, select the document Title and make applicable modifications.
To delete a document, select Remove Document from the Actions column.

Note:

Removing a document does not affect new hires that have already been launched.

Screenshot of the Company Uploaded Documents page. The Add button, a search bar, an example document, and the Actions column are all included in the image.