Job Templates - ONB


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Creating a Job Template


The Job Templates section is where you will create and align all onboarding templates to your jobs.  You will customize each template with sections, forms and videos.

  1. Select your job, and then you will want to customize the template sections to add to the selected jobs Onboarding Plan.  
  2. You will need to add in your template forms from your Document Manger and videos and any videos that are available for use.
  3. Save your onboarding template by selecting the green “Save Template” button on the right side of the screen.  This will align the template to your job.  Anyone who is hired with this job title will automatically have this onboarding plan attached. 

Note: You have the option to alter the plan under the individual if they are being hired for seasonal or temporary work and might not need all the information customized for the standard template.


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