Your role in Onboard

As Company Administrator, you have full configuration access for your company. You build the foundation Onboard runs on - Positions, Compliance Rules, Contract templates - and you manage the HR Managers, Recruiters and Team Managers who use Onboard day-to-day. Unlike the Super Administrator, your access to worker records within your company is full access, not view-only, because day-to-day onboarding ownership sits with you and your HR team.

Setting up the foundation

• Define Positions and the Compliance Rules attached to each one (documents, credentials, training, background checks)
• Configure Contract templates for each employment/engagement type
• Set up Credentials definitions and Background Check provider/process
• Build out Courses for induction Training
• Configure Onboarding, Tasks, Documents and Message Templates at the company level

Managing users

• Create accounts for HR Managers, Recruiters, Team Managers and Timesheet Approvers
• Assign Manager access rights to whoever needs to act as Signing Manager - this is required before they can review and sign contracts
• You can manage all user accounts in your company except Super Administrator accounts

Day-to-day oversight

You have full access to every worker’s Onboarding, Background Checks, Contracts, Credentials, Files, Notes, Payroll information, Performance, Positions, Tasks, Terminations, Time and Attendance, Training and Work Rights records - broader than any other role except Super Administrator. In practice, most day-to-day onboarding review is delegated to HR Managers, with you monitoring overall progress and stepping in on exceptions.

Step-by-step: Build a Position with Compliance Rules

• Go to Positions and create a new Position
• Attach the relevant Contract template
• Add Compliance Rules: required documents, credentials, training modules and background checks for that Position
• Save - this Position is now ready to be selected whenever HR creates an onboarding

Step-by-step: Set up Background Checks

• Go to Company Settings → Background Checks
• Configure your provider/process
• Attach the Background Check requirement to the relevant Compliance Rule(s)

Step-by-step: Assign Signing Manager access

• Open the user’s account
• Grant Manager access rights
• Confirm they appear as an available Signing Manager option when an onboarding is created

Quick reference: your access vs. HR Manager