Onboard a new team member

Invite them, place them in groups and jobs, and their work arrives on its own.

For administratorsPortal and app3 min read

Uses: Users, Groups, Jobs, Training and My Work.

1. Invite them Send an invitation with the User app only role, unless they'll use the Portal. How
2. Add them to groups Add them to their team, shift or trade. How
3. Add them to jobs Add them to the jobs they'll work on. How
4. Enroll them in induction training Enroll them in any courses they need. How
5. Let the work flow Forms, planners and courses assigned to their groups and jobs appear in their My Work automatically. What they'll see

Tip

Assign recurring work to groups and jobs, not individuals. Then onboarding is just adding people to the right groups.