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How to Add or Update a Policy Document for Onboarding

As your employees are completing their onboarding process, you may need to present a document for them to review and acknowledge, such as employee handbooks, or update an existing document.

  • Click Administration from the top menu bar of Onboarding.


  • In the Administration menu, click the Policies tab.


  • From the Policies page, you will see any existing Onboarding policies or Upload Document Types.


  • Under the Actions column, click the ... button.


  • Click Edit.


  • Drag your new file into the "Drag and Drop File's Here" section or click Select File and browse for the new file to replace the existing file.

    • Any attached document cannot be digitally signed or filled in. The document will be View-Only and are electronically acknowledged.
    • The attached document should be in a PDF format. 


  • When finished, click Save.
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