HRC - Onboarding Review

Client would like to restrict a user in Onboarding to only see a particular cost center. Where can this be setup?

• Setup - Welcome Message Topics

• Setup - User Access - Security Groups

• Home - Event Packets

• Setup - User Access > Custom Users

If the client needs to upload a short video about the history of their company, where in Onboarding can this be done?

• Setup - User Access

• Setup - Welcome Message Topics

• Setup - Event Packets

• Setup - System Settings

In Onboarding, on the adminstrator dashboard, the admin can search by one of these in the Main Search bar. (Select All That Apply)

• Name

• Address

• Company

• Employee ID

• Event

True or False. When the client is contracted for Onboarding, it does not appear on the Sales Quote.

• True

• False

True or False. The admin can drill into "Your Tasks" and view all the tasks they need to complete as well as tasks they need to approve.

• True

• False

True or False. The module administrator cannot create a task from scratch. They only have the default tasks to copy from.

• True

• False

True or False. When modifying a default task in Onboarding, the first thing the Module Administer must do is click "Copy"

• True

• False

Within Onboarding, where can the Module Administrator upload a logo of their company?

• Setup > System Settings

• Setup > Event Packets

• Setup - Tasks

• Setup - User Access

When creating a task, under Task Content & Completion, the following are options to customize a task. (Select All That Apply)

• Video

• Signature

• Document Upload

• Attachment

• Hyperlink

Within the Personal Contact task in Onboarding, the following three options are available for most fields? (Select All That Apply)

• Show

• Hide

• Delete

• Required