Create a new onboarding portal

Objectives:

Create a new onboarding portal for new employees to provide necessary information (like emergency contact information and I9 information) and for your company to share important information with new hires (like a company code of ethics or conditions of employment). This is useful for hiring and onboarding new employees.

What's in this article?

• Creating a new onboarding portal

• Editing onboarding email templates and Content Type items

• Customizing the portal with a logo and log-in screen image

💡Good to know: If your company handles onboarding through AllianceHCM, we may have created an onboarding portal for your company during your implementation. You can use this guide to if you need to create a new portal.

AllianceHCM tips: Keep an eye out for tips from our experts!

Creating an onboarding portal

1. Log into AllPay. Hover over the Onboard menu, and from the Onboarding column, select Onboarding Portal Setup.

2. Click on Add New on the Onboarding Portal Setup tab.

3. Complete the basic information for the portal, such as Portal Name and web address, and be sure to Save.

4. Complete the Direct Deposit Options section and select Content Type items by checking the boxes of everything you want to include in the portal.

5. For any selected Content Type items, use the drop-downs to specify Signature Type.

6. Save.

Navigate to Onboarding Portal Setup

Click on Add New

Fill out Portal Name, complete web address, and save

Complete Direct Deposit Options and select Content Types

Specify Signature Type

Editing onboarding email templates and Content Type items

AllianceHCM tip: Make sure you have hard copies or digital copies of any files related to Content Type items on hand or easy to find on your computer. Examples may include a PDF of your company's code of ethics policy or conditions of employment. You'll need the digital copies to edit content items.

Some of your select Content Type items may require your company files or information, and this will walk you through how to populate those areas.

1. Create the New Enrollment Email Template by clicking on </>Email Template. This email alerts new employees how to complete their paperwork.

2. Customize the email in the online editor. Save.

3. Click on Email Subject to edit this field and save.

4. Edit other Content Type items you want to include in onboarding by clicking on their edit links, which all start with </> (for example, </>Code of Ethics).

5. Make edits in the online editor. You can copy/paste in content, as well as create content from scratch. Save.

Create the New Enrollment Email Template by clicking on </>Email Template

Customize the email and save

Edit other Content Type items by clicking on their edit links

Make edits in the online editor and save

Customizing the portal with a logo and log-in screen image

You can add branding and personalization to an onboarding portal. This is an example of what an new hire would see with a logo and log-in screen image.

AllianceHCM tip: Make sure you have a logo and image on hand or easy to find on your computer.

1. Add a logo by clicking on Portal Logo Set Up, under the Content Type section.

2. Click on Upload Logo in the Setup Logo window. Select your logo file.

3. Close the Setup Logo window.

4. Add an image to the portal's log-in screen by clicking on Portal Login Image Setup.

5. Click on Choose File in the Login Image window, then select your image file. Click Save Image.

Click on Portal Logo Set Up

Click on Upload Logo

Select your logo file and close window

Click on Portal Login Image Setup

Click on Choose File, then select your image file. Click Save Image.

See more about hiring and onboarding a new employee.