The Onboarding Portal is the screen that new employees will see when they log into Cezanne for the first time. To add an Onboarding Portal, you must first add a Portal Template. For more information, see: Portal Templates.
This article explains how to add a portal to a user's account and contains the following sections:
1. Assign an Onboarding Portal Manually
Navigate to: Administration >> Users >> User Onboarding Portal
1. Select the user.2. Select Add Portal.
3. Select a Portal Template.
4. Choose the Start Date of the new employee.
5. Choose the Start Time of the new employee.
6. Select OK.
2. Assign an Onboarding Portal using the Onboarding Process
If the Onboarding Setup process is activated, Onboarding Portals can be assigned to a new employee within the process.
For more information, see: Using the Onboarding Process.
3. Deactivating / Deleting a User's Onboarding Portal
For more information, please read Deactivating / Deleting a User's Onboarding Portal.