Setting up onboarding documents, to be provided or reviewed
Select the settings Icon in the bottom left hand corner of your screen.
Select onboarding from brand settings
Configure the documents that need to be provided, reviewed or signed by the employee.
To add the documents that need to be provided click add document
Add a document name and a description of the document, or request
Click all new starters need to provide this document to make providing the document mandatory
Click save
This document will now be requested when a new employee is created through Nory
To add documents that need to be reviewed click add document
Add a document name and a description of the document
Drag and drop or upload the document you wish to be reviewed
Click save
To add the documents that need to be Signed click add document
Setting up documents to be signed
Select the settings icon in the bottom left hand corner of your screen.
Select onboarding from brand settings
To add documents that need to be signed click add document
Add a document name and a description of the document
Drag and drop or upload the document you wish to be reviewed
Select a sender from the drop down menu
Select only the sender can counter sign the document if you want to restrict signing privileges to one person (Sender). If this box is not selected anyone with access can send and countersign the document.
📓 Only the person who sends the document will be able to countersign it.
Choose the fields that will need to be completed on the contract, use the drop down menu to select the fields
Select configure document template to set up the contract ready to be sent
First select the fields that are completed by the sender.
Select sender from the dropdown menu in the top right hand corner
The fields that can be completed by the sender are highlighted in pink, the sender will use the textbox only. The text box will populate from the employees profile on Nory.
Drag and drop the text box to the gaps in the contract
Select the text that should appear in the text box from the drop down menu in the bottom left corner
Continue this set until the necessary fields are complete
Select employee from the dropdown menu in the top right hand corner
Select the fields from the right hand side that the employee will need to complete
Select manager from the dropdown menu in the top right hand corner
Select the fields from the right hand side that the manager will need to complete.
💡 Manger in this situation is the counter signer.
Click continue in the top right hand corner of the screen
The documents are now ready to be sent and signed
📖 Learn about Employee onboarding: Management view