Configure an Onboarding/Offboarding Template

Configure an onboarding or offboarding template for the client organization country.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. In the Countries area, click the text for a country in the Country column.
    The left navigation menu displays the client location settings.
  4. From the left navigation menu, select On/Off Boarding > Items.
  5. On the Items page, configure items for the onboarding or offboarding.
  6. Click .
  7. Navigate to On/Off Boarding > Templates.
  8. On the Templates page, configure template details and add the items to the template.
  9. Click .