Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Employee , Admin
The Induction feature allows you to upload induction material as either a YouTube video, PDF, Doc, and/or Docx file and determine what 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 induction content with a newer version, then you will permanently lose any supporting documents and employee acknowledgements attached to the previous version. Also, you can only report on induction content marked as required via the Induction Content report. It is because we do not ask employees to acknowledge non-mandatory induction content.
Getting started
- Click the Compliance menu.
- Click the Induction Content submenu.
- Click the Add Content button.
- 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.
- Click the Save button.
- You now have two actions you can undertake with sharing the content:
-
All employees receive the induction content:
- Set the Share to Everyone toggle switch to Yes.
- Click the Share button.
-
Select employees receive the induction content:
- Set the Share to Everyone toggle switch to No.
- Choose from the following sharing options:
- Team.
- 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.
- Click the Share button.
-
All employees receive the induction content:
Daily activities
Helpful Hint
If you edit or alter your Induction Content, we will ask any employees linked to this document, and assigned to this content to acknowledge it again.
- Click the Compliance menu.
- Click the Induction Content submenu.
- Click the Actions button.
- Click the Shared To button.
- You now have two actions you can undertake with sharing the content:
-
All employees receive the induction content:
- Set the Share to Everyone toggle switch to Yes.
- Click the Share button.
-
Select employees receive the induction content:
- Set the Share to Everyone toggle switch to No.
- Chose 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.
- Click the Share button.
-
All employees receive the induction content:
Editing data
Helpful Hint
If you edit or alter your Induction Content, we will ask any employees linked to this document, and assigned to this content to acknowledge it again.
Deleting data
Further information
Icon | Name | Description |
---|---|---|
Red Bookmark. | Indicates you need to complete this induction content. | |
Purple Bookmark. | Indicates that this induction content requires acknowledgment, but not by yourself; i.e., it is showing mandatory induction content that another user needs to complete. | |
Black Text. | It shows the content does not require acknowledgement by anyone. |
Explore related content
- My Assigned and Uploaded Documents | HR Web Platform This feature allows you to view contracts and documents assigned to you and agree to the contents.
- My Company Policies | HR Web Platform This feature allows you to view and acknowledge your assigned policies and procedures. You can also use this feature to view your previously acknowledged policies and print a hard copy out for your records if needed.
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