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Choosing additional people data fields to be filled in by employees, especially during the onboarding process.

How to choose additional people data fields to be completed by employees during the onboarding process

How to set up the onboarding module

Use the welcome form with your employees. Rota & Time Clock welcome and integration module.

How to use the onboarding form with your employees

Request a signature on a document when your employees complete their onboarding form.

How to request a document signature via the onboarding form

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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