An onboarding template is the reusable plan for a role or contract. Each new Employee Onboarding copies its activities, documents, courses, and portal sections.

Open Employee Lifecycle, then Onboarding Template.

Create a template

1. Choose New Onboarding Template.
2. On Details, enter Title. This is required.
3. Set Type to Onboarding or Offboarding, and set Type of Contract to Seasonal, Permanent, or Contractor when this plan is only for that contract.
4. Optional: Department, Designation, Employee portal language, and Description. Leave Active checked so the template can be chosen on a new hire.
5. Choose Create Onboarding Template.

You should see the title, status Active or Inactive, and Onboarding Template created. Later edits use Save and should show Changes saved.

Activities

1. Open Activities.
2. Choose Add Row under Template Activities.
3. Enter Activity Name, Role (HR User, Manager, or Employee), Required for Employee, and Description.

Those rows become the tasks on the hire’s record when you submit onboarding.

Documents to collect

1. Open Documents.
2. If the list is empty, Load default documents fills the usual set: federal tax form, Quebec tax form, photo ID, void cheque, employee handbook, and harassment acknowledgment. Remove any row this hire type does not need.
3. For your own row, choose Add Row and set Document, Mandatory, Capture, and Instructions.
4. Capture is Upload, Signature, ID Document, or Headshot. For Signature, choose a Signature Template. For ID Document, set ID Type to Passport, Driver License, National ID, or Either.
5. Use Either/Or and Either/Or Group when one document in a group is enough. Those columns are off until you show the advanced columns.

Portal sections

1. Open Portal.
2. If no sections are listed, choose Load default portal sections. The defaults are Personal Information, Emergency Contact, and Direct Deposit.
3. Choose Add Section for your own block. Set Section Name, Type (Form, Info, Documents, or Review), Icon, Mandatory, and Description.
4. On a form section, Add Row under Fields. Set Label, Type (Text, Long Text, Date, Phone, Select, Link, or Check), Options (one per line) for a select, and Required.

Preview Portal shows Onboarding Portal Preview. The banner says it is a read-only preview. Switch Desktop and Phone, then Close.

Trainings

When Trainings is on your template, open it and add a Course or a Learning path. Mark Required and set Due (days). After the hire submits onboarding, they receive links for this training. If the course list is empty, the page says to create a course in Smooth LMS first.

If it fails

• Save stops when Title is missing. The message starts with Required:.
• Save failed. Your edits are still here. means nothing new was stored. Correct the form and choose Save again.
• A save with no edits says there are no changes.
• Preview Portal shows Preview failed when the preview cannot load. The template itself is unchanged.
• Sync on a hire’s record keeps uploads and entered values. Change the template first, then on the hire choose Sync From Template under Actions.

Next

Start onboarding and pick this template.