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Policy Activation Settings for Onboarding Policies

Excerpt From An Article

This article is an excerpt from another article: Complete Guide to Policies for Onboarding

If you have previously set up your Onboarding Locations and Job Titles, the policy can be directed to the specific Location and/or Job Title. 

Navigating to Onboarding Policies
  • Click Administration from the top menu bar of Onboarding.


  • In the Administration menu, click the Policies tab.


  • From the Policies page, you will see any existing Onboarding policies or Upload Document Types.


  • Under the Actions column, click the ... button.


  • Click Policy Activation Settings.


  • Use the checkboxes for the Locations and Job Titles that should view the policy.


  • When finished, click Save.
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