The first step to onboarding employees is having them fill out onboarding paperwork. The portal allows you to create a new hire workflow including fillable PDFs, pictures or IDs, and signatures prior to an employee coming on board. Once approved, the data can be updated in Intacct, and the employee role is changed from new hire to their new position in the company. This transition changes the experience to one with applicable access, forms, and reporting abilities with a single click.

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Training Video Course
Do you have training videos that you want your employees to review and answer questions? Maybe even sign an acknowledgment that they have reviewed the