Customizing Onboarding Packages: Documents and Policies

This article explains how to add custom documents and policies to your employee onboarding packages in 7shifts. This ensures new hires have all necessary information, like handbooks, agreements, or safety protocols, from day one.

How to Upload Custom Documents

Follow these steps to upload custom documents for an onboarding package:

1. Log in to the 7shifts web app as an Admin or Manager/Assistant Manager with permissions. This action cannot be completed through the mobile app.
2. In the left navigation bar, select Team >  Onboarding. 
3. Go to the Onboarding package tab.
4. Review the Default Documents: The default documents are listed. You can enable or disable them using the toggles. 
5. To add a document, click the +Add document button.
6. Give your document a unique name and upload the file.  
   • The supported file types are: PDF, JPEG, and PNG.
   • The maximum size for each file is 500MB.
7. Click Save. Your document will now be included in future onboarding packages.
   
   

What Employees See 

Employees will need to download the file, acknowledge it, and add an e-signature to confirm thay have reviewed, understood, and accepted the document's terms. 

Example of Employee View (click on the image to expand):

Managing Onboarding Documents:

• Disable a Document: To stop sending a document in onboarding packages, toggle Include in package off.
• Preview a Document: Click the More options icon   > View document.

• Delete a Document: Click on the More options icon   > select Delete. 
   

  ⚠️Warning: Deleting a document is permanent and cannot be undone. Previously sent packages containing the document will still be accessible.