Management > Settings > Company Settings > Onboarding
Any changes to company settings made will be globally, across your entire business.
Please see also settings for onboarding documents here.
Required qualifications: Enter any required qualifications to force ALL staff to upload proof of this qualification during the onboarding process. (Note this is part of our legacy onboarding feature and is not required with the new version that is being rolled out as of May 2022. It has been entirely replaced by new functionality that allows the employer to mandate that an employee supplies one or more required qualification/license during onboarding.)
Employee Probation: Employee probation periods can be set by default so when hiring new employees, this will be automatically completed. This can be set for;
- Default probation period
- Unit (Days, Weeks or Months)
- Probation Alert Period ( this will create a widget on the dashboard alerting of any employees approaching probation within this period)
- Unit (Days, Weeks or Months)
Proof of citizenship required: This will makes it mandatory for the user to upload proof they can work in your country. Most customers turn this on and this will prompt the employee to add proof of citizenship or work rights.
Core medical questionnaire: This prompts employees to answer the following questions during onboarding:
- Do you suffer from an illness or a disability which may affect your ability to carry out your duties?
- Do you take any prescribed medication that may affect your ability to carry out your duties?
- Are you allergic to anything?
Enable medical questionnaire for onboarding: This enables additional medical screening questions which will be displayed during the employee onboarding process. Once entered, these can be found in the medical and emergency section on the employee profile.
Onboard as unrosterable: This onboards all employees as "unrosterable", which means they cannot be added to a roster until a manager changes them to "rosterable". This is designed for employees who need to complete induction before they can be rostered on. It can be used hand in hand with our elearning feature - to find out more, see this article.
Enable new welcome message for job details: This will prompt the user to enter a customised welcome message each time a new employee is onboarded - overriding the default welcome message which is set up here.
(Australia only) Default super fund: Select your default super fund. Employees can choose this fund if they do not have a fund already. Please note, as of November 2021, super stapling requirements mean that employers cannot allocate the default super fund to employees who have not chosen a fund. Instead, they will need to contact the ATO to get the employee's "stapled" fund details.
(Australia only) Default super fund message: This will be displayed in the footer during the onboarding process, advising employees of the default superannuation fund. We recommend something like the below.
Our default superannuation fund is Sunsuper. The USI is 98503137921001.
Default footer text: This will be displayed in the footer during the onboarding process. We recommend something like the below.
If you have any queries about the onboarding process, please contact [email@example.com]
Default invite optional message: Here you can set a customised onboarding message for your business using HTML. We recommend something like the below. Please note, there is a maximum limit of 2000 characters.
<p> Welcome! We are excited to have you on board. <p>
Please find enclosed a link to your onboarding, as well as some important policy information. We ask that you enter all relevant details as prompted, and upload documentation including [enter documentation here].
We recommend you complete the onboarding process on your desktop using Google Chrome. Once you finish this process, you will be able to access Roubler and view your payslips, roster and personal details, and apply for leave.
If you have any questions or problems with this online form, please contact [firstname.lastname@example.org]
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