This page is for the person completing onboarding. You do not need a password. Use the link in the email from your company.

The email subject is Welcome — complete your onboarding, and the button is Open onboarding portal. The message tells you when the link expires. A later reminder uses the same kind of link.

Open the link

1. Choose Open onboarding portal in the email.
2. You should see Opening your onboarding portal… and then the employee portal.
3. On the home page, the Onboarding card says Finish the tasks HR sent you and shows a percent done. Choose Continue onboarding.
4. The page title is Onboarding, with the subtitle Complete the tasks HR sent you.

If HR has more than one onboarding open, use Previous, Next, or the name button to pick which one you are finishing.

Complete each section

The side menu starts at Overview and ends at Review & Submit. It also shows Documents, Training, and each section your company set, such as personal information, emergency contact, and direct deposit. A check mark means that section is done.

1. On Overview, you should see Welcome with your name, and Getting started. Your start date is listed when HR entered one.
2. Open each form section, fill the fields, and choose Save. You should see Section saved. While it saves, the button says Saving….
3. Open Documents. The page says Upload the required documents for your employment.
   • Upload adds a file. After a file is there, use View or Replace.
   • A photo ID opens Capture ID Document (or the ID type HR chose). A headshot opens Capture Headshot. Line up the guide, then choose Capture. Upload photo uses a picture you already have. If the camera is blocked, the page says camera access is required.
   • A signature row shows Sign document. That opens the signing page. See Signing a document.
   • An either/or group says you can upload this document or another one in the group. Satisfied via group means the other document already covers it.
4. Training lists required courses. The page says they are assigned after you submit onboarding. When they are assigned, open the course links. No required training on this onboarding means this step is not part of yours.

Submit

1. Open Review & Submit.
2. Every document and required field should show complete. A missing item is marked Pending or Not uploaded.
3. Choose Submit onboarding.
4. In the dialog, read Submit your completed onboarding to HR for review. Add Note for HR (optional) if you want, then choose Submit.
5. You should see Onboarding submitted successfully, then Submitted and Your onboarding has been submitted to HR. Overview can say Onboarding complete.

After that, the form is locked. The message says to contact HR if you need to make changes. If HR unlocks it, a new email says onboarding was unlocked and includes a fresh link.

If it fails

• Unable to open your portal means the link is missing or not valid. The page tells you to ask HR to send portal access again. You still do not create a password.
• If the home card says your onboarding will appear once HR submits it, wait until HR sends access. The onboarding page can also say Onboarding pending.
• Incomplete items on review means mandatory sections or documents are still open. Submit onboarding stays unavailable until they are done. The warning says to complete all mandatory sections and upload all documents.
• Upload failed or Failed to save section means that item was not stored. Stay on the section and try Save or Upload again.
• Submit failed leaves the record unsubmitted. The dialog stays available so you can try Submit again.
• A document that says Not uploaded still needs a file or a signature.

Next

HR reviews the same information on Employee Onboarding.