Importing and configuring the New Hire Portal

Process for setting up the onboarding solution

The following image shows the process to get started with the onboarding solution and the current step that you are on:

To import and configure the New Hire Portal in the external portal

1. Log in as the external administrator in to BMC Helix Digital Workplace Advanced.
2. Click Configuration > Studio.
3. On the Customize your workplaces page, click Action > Import.
4. Select the file that was saved on your local drive.
   When the import is complete, the New Hire Portal page is visible in the Customize your workplaces page.
5. Select the New Hire Portal page, and click Actions > Publish.
6. Select Actions > Entitlement.
7. Search and add the people group that you created in Configuring-entitlements-for-the-onboarding-solution, for example, New Hire.
8. Click Configuration > Navigation Manager.
9. In the Application Content left navigation, under the Studio Pages section, select New Hire Portal.
10. In the Navigation Builder, drag and drop New Hire Portal to change its sequence as a tab on the menu bar, and click Save. 
11. Click Configuration Manager > Application Features.
12. Make sure that Studio (expose pages to end users) and To-Dos check boxes are selected.

Where to go from here

Creating-users-assigning-roles-and-adding-agents-to-support-for-the-onboarding-solution.