Elmo Software

Michael Ho

Onboarding

Configuring and Customizing Workflows

A Guide to Onboarding Workflow Emails

How to Assign and Delete Workflow Assignments

Viewing and Managing Workflow Activity

Creating and Managing Workflow types

Workflow Creation and Management

Onboarding Workflows

Matching an Onboarding User profile To a General User Profile

How is Preferred Name displayed within Onboarding?

Onboarding User Management

ELMO Onboarding allows you to create a temporary account for your onboarding users. This account requires minimal user information allowing the user profile to be completed during the onboarding process. 

Onboarding User

Create and Manage Forms

Recompletion Methods for Forms

Documents: Form Expiry Setup

Assignment Rule with a Form

Forms allows an administrator to control the behaviour of the electronic form. The administrator can select from the existing form templates or create a new form template and assign it to their document. Once the document has been created it can be assigned to users.

A form can also allow users to download or upload an attachment, allowing the administrator to still provide additional paper forms to their users. 


Forms

Create and Manage Document Categories

Create and Manage Form Templates

Form Templates allows you to create custom electronic forms.

It creates an electronic structure that can replicate and replace the existing paper forms. It also allows an administrator to determine how many sections and text fields exist within each template. 

Once you have created a form template it can then be inserted into a document and assigned to a user. 

EXAMPLE-A form template can be created to capture a new employee’s personal details during the onboarding process.
IMPORTANT-A form templa

Form Templates

New Onboarding Dashboard

Creating and managing Onboarding dashboards and Rules

When a new onboarding user logs on to the system for the first time they will see the onboarding dashboard. The dashboard can be used to: 
o	Create a welcome or congratulatory message for the onboarding user.
o	Provide an overview of the organisation.
o	Introduce them to a team member(s).
o	Share company videos or webpages.
o	List the activities that need to be completed by the onboarding user. 


Onboarding Dashboard

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