3. Onboard: screening and sequences
How do I collect documents from people?
Overview Three step types move a document between you and a user. Picking the wrong one costs you either a chase or a filing job, and the choice is easier than it looks. This article is for administrators building an onboarding sequence that needs ...
Which sequence steps actually need my review?
Overview Every sequence step carries two switches that decide who drives it forward. The combination most organizations actually want is the middle one, and it is also the one most often over-used. This article is about deciding, step by step, which ...
What is the difference between digital consent and a waiver?
Overview Your application form can take a signature. That is not the same thing as a waiver, and knowing which one you need saves an awkward conversation later. This article is for administrators setting up consent and legal documents. 1. What is ...
How do I run orientation and training sessions?
Overview Almost every onboarding process has a session in it. There are three ways to run one, and they differ mostly in how much administrative work they cost you. This article is for administrators adding an orientation or training session to a ...
How do I design a sequence step?
Overview A sequence is the ordered set of steps between someone applying and someone being ready to start. Every step is designed by you, and no two have to work the same way. This article is for administrators building an onboarding sequence. 1. ...