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Onboarding & HR
Onboard new staff, sign documents, send offer letters, and handle complaints.
Onboarding turns a hire into a scheduled DSP without the paper: templates assign tasks and documents, staff complete them and sign in My Signatures, administrators request signatures and send offer letters, and complaints have their own intake and tracking. These articles cover each side, from the new hire's checklist to the template builder.
Start here
- Completing your onboarding tasksYour onboarding is a checklist grouped into phases. Here's how to work through it — review documents, finish your courses, and mark each task complete.
- Building onboarding templatesBuild a reusable onboarding template: add tasks with parties, phases, dependencies, compliance tags, linked courses, and review documents — then reuse it.
Articles in this section
- Completing your onboarding tasksYour onboarding is a checklist grouped into phases. Here's how to work through it — review documents, finish your courses, and mark each task complete.
- Assigning and tracking staff onboardingAssign an onboarding template to a new hire, then track their progress across phases as tasks unlock and get completed by each responsible party.
- Building onboarding templatesBuild a reusable onboarding template: add tasks with parties, phases, dependencies, compliance tags, linked courses, and review documents — then reuse it.
- Signing documents in My SignaturesWhen a document needs your signature, it lands in My Signatures. Here's how to read it, draw your signature, and download your signed copy.
- Requesting signatures and adding fieldsSend documents out for signature: pick files and staff, set a due date, place signature fields on a PDF, then track and cancel requests.
- Submitting and managing complaintsSubmit a complaint anonymously and save your tracking token, plus how directors review, prioritize, note, and resolve complaints from the dashboard.
- Creating and sending offer lettersRecord an offer for a new hire: fill in position, pay, and start date, save it as a draft or mark it sent, and edit or delete while it's still a draft.
Still stuck?
Email support@enmantle.com — a real person replies.