Skip to content
English
Portal Login
  • There are no suggestions because the search field is empty.

Company Setting: Onboarding Checklist

In Billiyio, we can create a list of documents that need to be completed in both the client and the employee profile.

Accessing the Company Settings Page

To access this page, head to More > Company > Company Settings in the left menu.

Company Settings (2)

The Onboarding Checklist Tab

Use the Onboarding Checklist tab on the left side of the screen to add items to the checklist that appears at the top of a client and employee's profile. There will be separate tabs for Client Checklist and Employee Checklist on this screen.

To add an item, click on the + sign that appears above the table on the top right.

Then, fill out the fields on the pop-up. After, click on the Save button.

If the document being searched for does not appear in the list, add the document type by following the instructions here for employee documents and here for client documents.