Onboarding Reminders

Onboarding Reminders#

The Onboarding Reminders section explains how to configure reminders related to the onboarding process, including both pending uploads and pending approvals.

Overview: Onboarding Reminders#

The Onboarding section contains reminder configurations related to the onboarding process, divided into two main categories: Pending Upload and Pending Approval. These reminders help ensure that all necessary documentation is submitted and processed in a timely manner.

Pending Upload#

This section allows you to configure reminders for documents and information that need to be uploaded during the onboarding process.

Header Location#

The header clearly identifies the Pending Upload section.

../../../_images/pending-upload-name-location.jpg

Header location for the Onboarding Pending Upload section#

Configuration Options#

The body of this section contains all available reminder settings that can be configured.

../../../_images/pending-upload-body-highlighted.jpg

Available reminder configuration options in the Pending Upload section#

Note

Each green checkmark is associated with an entire section. The rows that immediately follow contain the specific reminders that can be set for that section.

Pending Approval#

This section allows you to configure reminders for documents and information that have been submitted and are awaiting approval during the onboarding process.

Header Location#

The header clearly identifies the Pending Approval section.

../../../_images/pending-upload-name-location.jpg

Header location for the Onboarding Pending Approval section#

Configuration Options#

The body of this section contains all available reminder settings that can be configured.

../../../_images/pending-upload-name-location.jpg

Available reminder configuration options in the Pending Approval section#

Note

Each green checkmark is associated with an entire section. The rows that immediately follow contain the specific reminders that can be set for that section.

Summary#

The Onboarding Reminders allow you to:

  1. Configure notifications for documents that need to be uploaded or approved

  2. Set up automated reminders for different stages of the onboarding process

  3. Ensure that all required documentation is submitted and processed on time

  4. Maintain visibility of the onboarding workflow requirements