Onboarding – How To Set Up

Before you can send onboarding materials to new applicants, you first need to set up your onboarding structure in TimeWellScheduled.

Follow these steps:

Step 1 – Create an Onboarding Group

Onboarding groups determine which documents and training items are sent to each type of new hire.

1. Go to MANAGE MY BUSINESS.
2. Go to MANAGE ONBOARDING GROUPS.
3. Click ADD.
4. Give the group a name (e.g., Onboarding – Day Employee, Onboarding – Manager, etc.).
5. Click SAVE.

Tip: Create as many groups as needed to match your hiring process.

Step 2 – Add Items to the Group

Next, you’ll upload the forms, documents, and training files that new employees must complete.

1. Go to LIBRARY.
2. Expand the folder Training / Onboarding Materials.
3. Click the folder for the group you created in Step 1
   (e.g., Onboarding – Day Employee).
   
4. Click UPLOAD FILE(S)
5. Select all files you want included in the onboarding package.
6. Make sure Create Training Items is checked—this automatically turns uploaded files into onboarding tasks.
   
7. Click UPLOAD.

Once uploaded, these items will be assigned to new hires when they enter the onboarding process.