After adding your policies to Onboarding, you can specify when a policy should appear for certain locations and/or job titles. This can allow you to provide unique/separate policy paperwork for your employees such as for Union/Non-Union or State specific policies.
We offer a video training for this topic on Training Central here.
Navigating to Onboarding Policies
- Click Administration from the top menu bar of Onboarding.
- In the Administration menu, click the Policies tab.
Policy Activation Settings
- Click the ... button from the Action column.
- Click Policy Activation Settings.
- Use the checkboxes for the Locations and Job Titles that should view the policy.
- Click Save when finished.
- When employees for a given location/job title complete their paperwork, they should be presented with the appropriate policies.