Turn talent data into action. Browse ClearInsights Help Center content, from reviewing Essentials basics to mastering advanced AI-powered insights with Max.

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  2. Onboarding Hub

Onboarding Hub

Discover resources and functionalities for a smooth onboarding experience, facilitating the integration of new hires into your organization.

Introduction to Onboarding

  • Introduction to Onboarding
  • Launching an Onboarding Review
  • Types of Onboarding Tasks (Tabs)
  • What are Onboarding Forms/Documents?
  • Stock US State Tax Withholding Forms
  • Stock US Federal W4 and Form I-9

How to Use Onboarding

  • How to Onboard New Hires
  • Resend an Online Form Within an Existing Onboarding Packet
  • How to add Images/Videos to your Onboarding Packet?
  • How to Complete an Onboarding Packet
  • How to edit an Onboarding Packet?
  • Onboarding New Hires

Setting up Onboarding

  • How to set up Onboarding?
  • Onboarding Setup Guide
  • Onboarding Email Templates & Alerts
  • Add An Item to Your New Hire Packet Template

Troubleshooting Onboarding

  • Onboarding F.A.Q
  • Troubleshooting Onboarding
  • Send New Login Credentials (Onboarding Packet)

Onboarding Performance & Analytics

  • Setting up Onboarding Reviews
  • Onboarding Surveys and Onboarding Reviews Overview
  • Onboarding Analytics (Legacy) Overview

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