Onboarding New Users
When setting up new users a common task is to send them an onboarding email outlining how they can use the system and how to setup their password and get access to the system for the first time.
There are two parts to this functionality
- Setting up your default email message
- Sending the email to your employees
Setting up your default email message
This section of the portal is only applicable for HR administrators and Bureau users.
You can find the onboarding configuration under Account Settings on the Onboarding tab. By default the message will be populated with a sample template available for all companies using the portal. You can override this template as needed. The email template has a number of useful merge fields that you can add into your message, merge fields must be populated as shown, in capital letters with the square brackets. These will be populated when the email is sent and can be previewed on the sending email page detailed in the next section.
Sending the email to your employees
To send the onboarding emails, from the Users page you will see an option to Onboard Users
This takes you into a mockup of the email message (populated using the details of the first user found) where you can select to send the onboarding emails to:
- Everyone
- Selected Teams
- Selected Users
This way you can opt to send the message only to specific groups or users. A good hint is to configure the message the way you want and send it to yourself to confirm the layout before sending to others.
