Uploading a New Onboarding Document

Overview

This article covers how to upload a new document to the Onboarding system.

Uploading a New Onboarding Document

1. While logged into BBO/Onboarding, navigate to the Onboarding tab.
   
   
   
   
2. Select the Documents sub-tab.
   
   
   
   
3. Select Create New.
   • The Edit Document window will display.

   

4. Enter the name for your new document.
   
   
   
   
5. Select a Category for the document.
   • You can either select an existing category or create a new one by typing a name in the field.
     • Note: You can only have 10 categories.

   

6. Enter in a Document Description
   • The description will display in the candidate's portal when completing the document.

   

7. Choose whether Attachments will be allowed or not.
8. If Attachments are Enabled, choose whether or not the documents should have an expiration date
   • Example: drivers licenses or certifications

   

9. Choose whether Approval will be required or not.
   • If approval is required, the document will need to be approved before before the candidate can enter time.
10. Select a Deadline of either Prior to Time Entry or No Deadline.
    • If the deadline is set to Prior to Time Entry, the candidate will not be able to submit time until the document is submitted (and approved, if approval is required).

    

11. Choose the approximate Font Size for your document.
    • This will help scale the fields correctly to the document.

    

12. Select Choose File to pick a base PDF file from your computer.
    
    
    
    
13. Select to finish uploading the new document.