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Step 1: Set up Onboarding Staff

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Onboarding Staff

The individual or team within an organization responsible for managing and executing the onboarding process for new employees. This role involves coordinating all aspects of the onboarding process, including orientation, training, and ensuring that new hires have the resources they need to integrate smoothly into the company. 

The onboarding staff plays a crucial role in helping new employees transition into their roles effectively and ensuring a positive first experience with the organization.

First Name/Last Name: Select the name of the employee who is responsible for the on-boarding process. If in a multi-company environment, you can filter the names of employees available for selection by selecting the Company first.

Company Manage: Select the company for which the on-boarding process is going to be managed by the selected employee.

The record saves as shown above, with the selected employee and the company for which he/she is managing the on-boarding process listed on the right.

Repeat this step to add additional members of staff who are responsible for on=boarding.

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