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Company Settings: Onboarding Documents

When a new employees prepares an onboarding URL, we can attach documents that they will need to complete.

Before reading, please review this article on the employee onboariding url:
https://knowledge.billiyo.com/knowledge/registration-url

Accessing the Company Settings Page

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

Company Settings (2)

The Onboarding Document Tab

After a potential employee fills out the Registration URL, they will be taken to the documents selected in the Onboarding Document tab on the left side of the screen. 

Any employee documents that have been digitalized for an agency can be attached to the Registration URL. To include a document, click on the 3 lines in the top right corner above the table.

On the pop-up that appears, select the document name in the Employee Document Type field and "Onboarding" in the Employee Document Category field. Then, click on the Save button.

To remove a document from being included in the employee onboarding documents, click on the trash can icon under the Action column.