Welcome. Select an item from the checklist to begin.
Packets
Group checklist items and forms into packets. Assign packets to users in the Users tab.
Policies Library
Reference documents that employees can read but are not part of the checklist. Combine into one PDF from the user-facing Policies link.
Contacts
Company contacts shown to employees on the Contacts page. Their direct supervisor is pulled automatically from the profile so you don't need to duplicate that here.
Users & Progress
Assign packets, monitor completion, and export data.
Branding & Theme
Theme & Fonts
Advanced: custom colors
Email Notifications
When an employee completes a form that has a "Route to user" or "Route to role" assignment, an email is sent via Brevo to: (1) the routed user, (2) the new hire's direct supervisor (from their profile), with the new hire CC'd. From: [email protected]. Reply-To: [email protected].
Click below to send a test notification to your own email address. Confirms the Edge Function, Brevo API key, and DNS are configured correctly.
Acknowledgments Access
When a new hire completes 100% of their onboarding, a consolidated PDF is generated and appears in the Acknowledgments vault (top-right header button). The new hire's direct supervisor and all admins automatically see their own reports' acknowledgments. Select additional reviewers below to give them access to every employee's acknowledgment PDF.
Click Save Settings after changing selections.Danger Zone
These actions permanently delete data and cannot be undone. Use them to wipe test data or start fresh.