Preboarding

this feature is currently in alpha be one of the first customers to try it! please share any feedback with the charthop team how to setup a alpha feature contact charthop support or your csm if you have one they can activate the feature for you read below for setup instructions and context on how the feature will work overview create a branded, personalized preboarding experience for your new hires manage all of the tasks, documents, forms before they get started contact the charthop team to learn more set up your account for preboarding preboarding combines setup across profile tabs automated actions data sheet we suggest using the preboarding bundle to get started inviting preboarding users to charthop how to invite new preboarding users go to the onboarding page click invite new hires select the new hires you want to invite review and revise relevant infomration customize the invitation email send the invitations to the new hires preboarding users status & access role preboarding users still use the charthop portal, but their access is limited to only information about themselves, their onboarding screen and tasks they can do about themseleves