How to Use the Onboarding Feature

InStaff's Onboarding feature lets you upload employee documents and automatically extract and structure their data to reduce manual entry required. Once complete, InStaff triggers the right actions across your connected systems based on your company's rules. 

This guide walks you through how to onboard a new employee step by step.

1. Open Admin then select Onboarding from the menu.
    
2. Upload the PDF(s) for the new hire. You can upload:

• A single PDF
• Multiple PDFs
• A ZIP file containing multiple PDFs

3. The system will analyze the uploaded documents in the background. 
   * You may need to refresh the page to see the latest status update.

4. The original document and parsed data will appear side by side. Check that all employee details have been captured correctly.

5. Fill in any missing required information manually. Some fields may be optional, hidden, or custom depending on your setup. 
6. Once everything looks correct, click Approve to confirm the record. After approval, the record becomes final and will be available for the next step in the system.