Setting up the onboarding solution
Before you begin
Before you start configuring the onboarding solution, make sure that your custom line of business is created in your setup and you have permission to edit the configurations for the line of business. Learn more about creating a line of business in Defining your line of business.
Process for setting up the onboarding solution
The following image shows the process to set up the onboarding solution:
To set up the onboarding solution, complete the following configurations:
- Configuring entitlements for the onboarding solution
- Configuring the Onboarding Portal and exporting the New Hire Portal
- Importing and configuring the New Hire Portal
- Creating users, assigning roles, and adding agents to support for the onboarding solution
- Setting up the ITSM connection ID for automated task template for the onboarding solution
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