Accessible to Admin, Account Admin, HR Partner and Recruiter.
With Freshteam, you can put together an Onboarding Kit and send it across your new hires in a single click. You can create different onboarding kits for different departments or roles and choose the ones as you onboard new employees.
How to upload an Onboarding Kit
Go to Settings > Employee Information System > Onboarding > Onboarding Documents.
In the Onboarding Documents page select “Add New” option present on the right side to add new documents for your kit.
In the Add New page, give a name to your document, add a description.
If you want the employee to agree to a document, select the “Yes, should agree” radio button.
Or, select the “No, just notify” radio button.
Upload a static document by selecting “Static Document”.
To upload a dynamic document like a test or form, select Dynamic Document.
You can add Dynamic Placeholders to your Dynamic Document by copy-pasting them.
To view the Dynamic Placeholders, select the “View Dynamic Placeholders” option in Dynamic Document option or from the right side of the page.
After selecting the following page will show up.
Click “Copy” to copy the placeholder you want to add to the document.
After adding all the placeholders and the document, click “Save”.
