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.

    Onboarding_-_Admin_-_Administration.png

  • In the Administration menu, click the Policies tab.

    ONB_Administration_Menu_-_Policies_-_00.png

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

    Policies_-_Menu_-_00.png

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

    Policies_-_Actions_-_00.png

  • Click Policy Activation Settings.

    Policies_-_Policy_Activations_Settings_-_00.png

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

    Policies_-_Policy_Activations_Settings_-_01.png

  • When finished, click Save.
Was this article helpful?
0 out of 0 found this helpful