Setting up Onboarding
Adding an Offer Letter
Go to Settings -> Onboarding
Click on the Custom Templates tab
Click on the Add Template button under Offer Letter Templates
You will have to give your Offer Letter a name (example; FT Exempt Offer Letter) and a description. You can copy and past your offer letter into the body and then update the merge tags to the same format as the ones on the right hand side of the screen [Company Name] [Company Address], etc.
Watch this quick video on how to Add an Offer Letter Template (2 Minutes).
Adding an Employee Handbook
Settings -> Custom Templates -> Employee Handbook Templates
*Click on "Add Template"
*Add a Name and Description
You do not need to enter any text into the body field!
*Simply upload a PDF copy of your Handbook by clicking "Choose File" and click "Save Template"
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