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How to make use of the Appogee HR Onboarding Portal

Applicable packages Leave Time HR Essentials HR Success

Required Roles Team Manager HR ManagerAdministrator ADU Manager

The goal of the Onboarding Portal is to prepare new hires (those users in the Joining Status, where their start date is in the future) for their first days with the organization so they are productive as quickly as possible.  

The elements of the Onboarding Portal are: Welcome messages by the organization and the joiner's Manager; information about their first day including an office location map; and short bios from new team members. 

They will also have an opportunity to review selected Company Documents, which could include links to training materials, and an ability to upload required Employee Records, such as proof of Right to Work documentation. They will also have the ability to let you know of any upcoming Leave or Sickness commitments they may have to assist with induction planning.

The Onboarding Portal works by using templated information for Joiners which can be customized for specific hires where appropriate. This minimizes administration of the Onboarding Portal while keeping the flexibility needed for ad-hoc arrangements.

Above you can see the tabs that a joiner can have access to, each category is configurable to allow joiners to have access to that module or not. Please see the following for details on each tab:

  • Home
    • Company Welcome Message
    • HR Welcome Message - What to expect on your first day
    • Team Manager Welcome Message
    • Meet your colleagues
    • Map
  • My Profile
    • Profile fields for the employee to update
    • Fields can be optional or mandatory
    • If no fields are configured, this tab does not show
  • My Records
    • Upload records
    • View records uploaded by HR/Team Manager
    • If none is configured, this tab does not show
  • Company Documents
    • View and Acknowledge Company Documents
    • If none is configured, this tab does not show
  • Pre-Book Leave
    • Advise employer of any pre-booked leave or sickness
    • If switched off, this tab does not show
  • My Colleagues
    • View photo, job title and bio of colleagues

You can also Preview what the portal will look like for Joiners:

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