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Companies: How Company Representative can register their own staff for inductions

Companies: How Company Representative can register their own staff for inductions


Once a company account has been created the account is linked to a "company representative" sometimes referred to as a Company Rep in this tutorial section, the company can also register its own inductees via two methods.


Option 1

Provide the New Induction Link to their employees to use the self registration process.


(Example above contains a sample portal, your link will reflect your portal name)


The link can be found within the Company Rep’s dashboard under the Quick Actions area. When selecting ‘New Induction Link’ and using the copy link option from their browser to obtain the link to share with their staff this will be copied to their clipboard. The link will direct the user to the Induction Selection then the Registration Area with their company name already filled out.




OPTION 2


Another option some company reps can use, by clicking the ‘Invite Staff to Induct’ link, it will take the Company Rep to the above areas where they will be the ones selecting the induction for their user to complete. This would also require the company rep to have the following details - first and last name, email, phone number, set a password and select the relevant induction. The user then will need to be informed to log in to complete or within the company rep dashboard an email notification can be issued.



The Inductees tab brings the Company Rep to a list of users that are registered against their company, when they have completed their assigned induction the X next to their name will turn to a Tick.

The Company Rep can click the bell icon against the relevant user to send an email notification providing the users link and log ins along with a reminder to complete their induction.



 Once a user is registered, they will also be visible for Admin/Management in your Online Induction Portal. Either via the Companies area under Number of Staff or via the Inducted/Not Inducted areas.


All names and information relating to users within this tutorial are fictional




 
  • Create the induction types first
  • Enter in the steps you want per induction type
  • Upload or create content per step
  • Create notifications
  • Link to your portal from your website
  • Tell your users to register
 


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