d.vinci Onboarding

Glossar

• What are tasks in the Onboarding?
• What are task packages?
• What are task templates?
• What are documents?
• What are reminders for due tasks in the employee portal?
• What are reasons for entry?

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Onboardings

• How do I get started with d.vinci Onboarding?
• How do I create an Onboarding?
• How can I transfer an answer to screening questions into onboarding?
• How do I filter Onboardings?
• How do I automatically end and/or delete Onboardings?
• How does the excel export of Onboardings work?

Messages

• How do I send or reply to messages?
• How do I edit messages?

Forms

• How do I create forms and form fields an?

Responsibilities

• How do I create responsibilities?
• How do I assign responsibilities?

Tasks

• Finish Tasks, that are blocked by other tasks
• What are Conditions?
• How do I create tasks? For multiple or single Onboardees
• How do I complete tasks automatically?
• How do I complete tasks in bulk?
• How do I apply task packages?

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Correspondence Templates

• How do I create correspondence templates?

Reasons for Entry

• How do I create and edit reasons for entry?

Template Layouts

• How do I create template layouts?

Documents

• How do I create, update, and attach documents to tasks?
• How do I add attachments to the Onboarding?

Portal Articles

• How do I create portal articles?

Portal Tasks

• How do I create portal tasks an?

Employee Portal

• How do I create a employee portal?
• How do I customize the color of the employee portal?
• How can I grant access to the employee portal?
• How do I reset access to the employee portal?
• Which settings for the employee portal are made in Onboarding?
• How do I customize the system correspondence templates in the employee portal?

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