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- General onboarding questions
- Onboarding status and review
- Requesting and sending documents
- Additional questions
General onboarding FAQs
Do I get 5 free onboards?
Yes, new customers who sign up from September 1st, 2022 will get their first 5 onboards for free. Then it's a one-off fee of $15 (excl. GST) per onboard.
Can I complete or submit an onboarding form on behalf of my employee?
No, you can not fill in their onboarding details through their profile. Employees will need to fill in the onboarding forms themselves.
Can I change my employee's email address after I sent the onboarding invitation?
If you've sent an onboarding invite to a new employee and then find the email address was incorrect due to a typo or the employee informs you they want to use a different email address to receive the onboarding invite, you can correct the email address and resend the invitation.
Please update the email address in the employee profile at People > Personal > Edit.
Type the new email address and click Save.
Now, while still in the employee profile, click on Forms and documents. You will see the new email address has been applied on this page now.
Click Resend link to send the onboarding invitation to the employee's new email address.
Onboarding status and review
I haven’t used the onboarding feature recently, why do I see the new onboarding status?
You will see the onboarding status if you sent an onboarding invitation in the past but your team member never completed it or you never approved It. The onboarding status will appear until they complete and submit the onboarding and/or you have approved it.
I can see “Onboarding in progress” what does this mean? How do I get them to complete their onboarding?
Onboarding in progress means the team member has not submitted their onboarding forms. To remind them, you can resend the onboarding link. Go to their profile, Forms and documents tab then click on Resend link and they will receive an email and text message.
I can see “Awaiting onboarding approval” what does this mean? How do I approve their onboarding?
Awaiting onboarding approval means you need to sync and approve the submitted onboarding forms. Go to their profile, Forms and documents tab then click Sync and approve or Sync details.
[Australia customers only] If you do not want to sync outdated tax and Super details into Xero, you can uncheck the Xero option to approve but not sync to Xero.
How do I know which team members have completed their onboarding?
You will not see a status underneath their name but you can filter for those who have completed their onboarding.
Requesting and sending documents
Can I request or add more documents?
Onboarding not yet submitted: Yes, you can make changes via the Resend link button. You'll be able to update the documents you sent (update the custom fields, delete document templates and upload more document templates).
Submitted onboarding: No, currently once team members have submitted their onboarding, you can not request or add more documents against their profile. You can request for them to re-upload the same document you've requested in the case where the document/image is not correct or not clear.
My employee has uploaded the wrong document, how do I get them to upload the correct one?
If they have submitted and completed the onboarding, you can send a Request Changes via the Forms and Documents tab in their profile. In the message field, you can let them know what needs to be updated.
If they have not submitted their onboarding, they can open the onboarding form and delete the uploaded file and reupload a new file.
Is there a limit on how many documents I can send per onboarding?
You can send up to 20 documents for each onboarding invitation.
Can I see what my team member will receive?
At the moment, we don't have a preview mode but if you'd like, you can send the onboarding invitation to yourself to see the team member experience.
Can I add documents to previously onboarded employees?
No, but this is something we're working on next, plus lots more!
Can I add my own questions as part of the onboarding form?
Yes, you can create additional questions. Three different question types are available; short answer, Yes/No and multiple choice.
How many additional questions can I create?
You can create up to 20 additional questions. If you need more, please submit feedback or any feature enhancements so we can improve the product.
Can I resend an onboarding invite/link to include the newly added questions?
No, only new onboarding invitations will have custom questions. Previously onboarded employees will not be able to see the additional questions.
Each time you add or edit a question, it will only be effective for future onboards.