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Add, assign, and acknowledge orientation content

Updated

Available for the following plans: Premium, Platinum, Unlimited 
Available for the following user access levels: Admin    

The Orientation content feature allows you to upload orientation material as either a PDF, Doc, and/or Docx file and determine which employee will receive this content. The feature also allows you to edit the information if it changes, re-assign the material to another user group, and delete the data if it is no longer required.

Important

If you ‌replace orientation content with an updated version, you will permanently lose any supporting documents and employee acknowledgements attached to the previous version. Also, you can only report on orientation content marked as required via the orientation Content report. It is because we do not ask employees to acknowledge non-mandatory orientation content.

Getting started

Add orientation content
  1. Click on Compliance, then click Orientation Content.
  2. Click the + Add Content button.
  3. Complete the following fields:
    • Name.
    • Do you want to make this required content?

    • What format does this content come in:

      • File Upload.
      • Video link.

      Important

      You can upload three types of YouTube videos based on your video security settings. The three types are:

      • Public videos.
      • Private videos.
      • Unlisted videos.
  4. Click the Save button.
  5. You now have two actions you can undertake with sharing the content:
    • All employees receive the orientation content:
      1. Set the Share to Everyone toggle switch to Yes.
      2. Click the Share button.
    • Select employees receive the orientation content:
      1. Set the Share to Everyone toggle switch to No.

      2. Choose from the following sharing options:

        • Group
        • Location
        • Employing Entity

        Important

        You can only select active employing entities, not disabled employing entities.

        • Individual.

        Important

        You can only select active employees, not terminated employees.

      3. Click the Share button.

Daily activities

Acknowledge Orientation Content

Helpful Hint

If you edit or alter your orientation content, we will ask any employees linked to this document, and assigned to this content to acknowledge it again.

  1. Click on Compliance, then click Orientation Content.
  2. Click on the orientation material that needs acknowledging.
  3. Read the content or watch the video and then click the Acknowledge button.
Re-assign the orientation content
  1. Click on Compliance, then click Orientation Content.
  2. Click the Actions button.
  3. Click the Shared To button.
  4. You now have two actions you can undertake with sharing the content:
    • All employees receive the orientation content:
      1. Set the Share to Everyone toggle switch to Yes.
      2. Click the Share button.
    • Select employees receive the orientation content:
      1. Set the Share to Everyone toggle switch to No.

      2. Choose from the following sharing options:

        • Team.
        • Location.
        • Employing Entity.

        Important

        You can only select active employing entities, not disabled employing entities.

        • Employee.

        Important

        You can only select active employees, not terminated employees.

      3. Click the Share button.

Editing data

Edit the orientation content

Helpful Hint

If you edit or alter your orientation Content, we will ask any employees linked to this document, and assigned to this content to acknowledge it again.

  1. Click on Compliance, then click Orientation Content.
  2. Click the Actions button.
  3. Click the Edit button.
  4. Make the required changes and then click the Save button.

Deleting data

Delete the orientation content
  1. Click on Compliance, then click Orientation Content.
  2. Click the Actions button.
  3. Click the Delete button.

Further information

Definitions: Symbols

The table below shows the symbols used in orientation content, with the name and meaning of each icon.

Icon Name Description
Red Bookmark. Indicates you need to complete this orientation content.
Purple Bookmark. Indicates that this orientation content requires acknowledgment, but not by yourself; i.e., it is showing mandatory orientation content that another user needs to complete.
  Black Text. It shows the content does not require acknowledgement by anyone.