How to activate the welcome process for a new joiner?

Important

HR Admin access required

How to Activate the Welcome Process for a New Joiner.png

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > EMPLOYEE > VIEW
  3. Type the new joiner's name in the search field
  4. Click 'View' to open the profile
  5. Locate the 'Account' tab and look for the field 'Restart "Welcome" process'
  6. Click 'Welcome'

NOTE: The employee will be guided through a welcome flow—where they can enter personal details, upload documents, review terms & conditions, see key contacts, and finally, access their dashboard

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