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Types of onboarding steps available on BoardSecure

This article summarises the main onboarding steps available to Administrators using the BoardSecure portal product

Types of onboarding steps available on BoardSecure

 

Steps can only be added and managed by a person with Administration rights to BoardSecure.  


If you are the Administrator, there are four types of bespoke Onboarding steps that you can apply to your organisation.  These can all be added, either at the creation of a new Organisation on BoardSecure or when managing the Company through the dashboard (see other FAQs for more).  WIthin the onboarding steps though there are four different templates applicable, as follows:

DBS Check

  • This is a pre-built form ensuring that a basic DBS procedure is followed within your Organisation
  • It should be used in line with the templates for DBS policies included for free within BoardSecure or your own existing processes (of course!)
  • We do not recommend that you use the platform to store DBS certificates themselves - this is both against best practice in the sector and contrary to our own process flow, but at your own risk should you wish to do so

Upload File for review

  • This step enables you to create any number (you can name each particular step something different if you wish) of read and review steps during the Onboarding process
  • One of the more common uses for this step is to upload an Induction manual or policy to the platform, and use the 'I confirm i have read' element of this step to ensure that onboarding members have read and agreed to the Policy you have presented to them

Upload File for Completion


  • This step enables you to create any number (you can name each particular step something different if you wish) of read and review steps during the Onboarding process
  • It is very similar to the Upload file step above, except that in this case, this step asks the onboarding member to upload their own file (from their hard drive or scanner for example) to ensure compliance with the step you are creating
  • One of the more common uses for this step is to ask members to upload a signed copy of a form or template relevant to your Organisation

Text to review

  • This step enables you to create any number (you can name each particular step something different if you wish) of read and review steps during the Onboarding process
  • It is very similar to the Upload file step above, except that in this case, the administrator can add free text to the step (rather than uploading a file) to ensure compliance with the step being created
  • One of the more common uses for this step is to ask members to agree by ticking a box on the step they are presented with titled 'I confirm i have read and agreed with'.  This typically enables Organisations to gain compliance to basic statements and items they wish to certify (for example a Code or Statement of intent)