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 a new hire completes 100% of their onboarding and their acknowledgments PDF is generated, a single notification email is sent via Brevo to: (1) the new hire's direct supervisor, (2) all admins, (3) every designated reviewer listed in the Acknowledgments Access card below. Each recipient gets a link to open the acknowledgments vault. The new hire is CC'd. From: [email protected]. Reply-To: [email protected].
Click below to send a test email to your own 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.