Employee Onboarding Guide
Embedded in Offer email body. New employees scan the code to understand onboarding procedures and complete registration forms. HR can export registration data and onboarding materials from backend to improve efficiency.
Basic Information
- Monthly installations: 191
- Monthly visits: 3678
- Original template: https://cli.im/template/detail/121463340
Case Label Preview
Implementation Guide
Pain Points Addressed
For HR Professionals:
Simplify workflows
Integrate onboarding documents and process instructions into a single QR code embedded in Offer emails, eliminating repetitive file attachments. New hires access guidelines via scanning, reducing repetitive inquiries.Standardize onboarding
Provides template QR code and sample email content to establish basic processes from Offer distribution to material collection. Collected data supports subsequent social insurance and tax procedures.
Note: Can be used solely as onboarding guidance without registration forms.
Digital document management
New employees submit electronic registration forms and upload materials pre-onboarding, eliminating physical copies. Permanent cloud storage ensures data security and easier management.Customizable data export
Export registration forms in company-specific formats for physical archiving or signature collection.
For New Employees:
Paperless submission
Complete digital registration and material uploads without scanning/printing hassles.Enhanced onboarding experience
Clear QR code instructions reduce confusion about onboarding steps.
Operational Tutorial
1. Customize Template & Generate Code
- Edit template: Click 【Use Now】to modify company logo, address, process flow, and form content.
Recommendation: Keep content concise. Upload supplementary documents like employee handbooks to code page. - Generate code: Click 【Generate QR Code】after customization.
2. QR Code Deployment
Email integration
Embed code image in Offer emails. New hires scan to access guidelines and forms.Physical display
Print and post codes in visible areas (meeting rooms/reception) for onsite registration.
- WeChat sharing
Forward code page via WeChat using 【•••】> 【Share with Contacts】.
3. Content Updates
- Real-time editing: Modify content (e.g., address changes) without altering QR code pattern.
- Reference: Editing Guidelines
4. Registration Data Management
- Export options:
- Download PDF for physical copies
- Custom export templates to match company-specific formats
Advanced Features
- Approval workflow
- Enable approval process for data verification
- Request revisions for inaccurate submissions
- Access control
- Limit form submissions to 1 per person
- Restrict access to company members via permission settings
- Premium file export
While basic version supports data download, Enterprise Edition enables multimedia file exports (ID photos/certificates).