Onboarding Packs

Onboarding Packs are curated collections of documents that are automatically assigned to new users when they join the team. This ensures that every new employee receives and acknowledges the required documentation as part of their onboarding process.

What You Can Do

• Create onboarding packs with selected documents
• Edit pack contents, names, and descriptions
• Activate or deactivate packs
• Assign packs to specific users manually
• Delete packs that are no longer needed

Accessing Onboarding Packs

1. Navigate to Admin in the sidebar.
2. Select the Onboarding Packs tab.

Note

Onboarding packs are separate from document lifecycle training. While document lifecycle training is triggered when a document is approved or revised, onboarding packs are assigned when a new user is added to the system or manually assigned by an administrator.

Pack List

The main view displays a table of existing onboarding packs:

Column	Description
Name	Pack name
Description	What the pack covers
Documents	Number of documents included
Status	Active or Inactive
Actions	Edit, Assign Users, Delete

Creating an Onboarding Pack

1. Click Create Onboarding Pack.
2. Enter the Pack Name (required).
3. Enter an optional Description explaining what the pack covers (e.g., “New Employee Onboarding” or “Lab Safety Orientation”).
4. Check or uncheck the Active checkbox:
   • Active packs are automatically assigned to new users.
   • Inactive packs exist in the system but are not automatically assigned.
5. Select documents to include by checking the checkboxes next to each document in the list.
6. Review the selected document count shown at the bottom.
7. Click Create.

Tip

Include essential SOPs, quality policies, and safety documents in your onboarding packs. Keep packs focused on specific topics (e.g., “Quality System Overview”, “Lab Safety”, “GMP Essentials”) rather than creating one large pack with everything.

Editing an Onboarding Pack

1. Click Edit on the pack row.
2. The edit modal opens with the current pack details pre-filled.
3. Modify the name, description, active status, or document selection.
4. Click Update to save changes.

Assigning a Pack to Users

While active packs are automatically assigned to new users, you can also manually assign any pack to specific existing users:

1. Click Assign Users on the pack row.
2. The assignment modal opens with a list of all users.
3. Check the checkboxes next to the users who should receive this pack.
4. Review the selected user count.
5. Click Assign to N Users to execute the assignment.

The selected users will receive training assignments for all documents in the pack.

Deleting an Onboarding Pack

1. Click Delete on the pack row.
2. A confirmation dialog appears with the message: “Are you sure you want to delete this onboarding pack? This will not affect existing assignments, but new users will no longer receive this pack.”
3. Click Delete to confirm.

Caution

Deleting a pack does not remove or affect existing training assignments that were already created from this pack. Only future assignments are prevented.

How Onboarding Packs Work

1. An administrator creates an onboarding pack and marks it as Active.
2. The administrator selects which documents should be included.
3. When a new user account is created, the system checks for active onboarding packs.
4. Training assignments are automatically created for the new user, one for each document in each active pack.
5. The new user sees their assigned training on their dashboard and can complete the training by reading and acknowledging each document.

Permissions

Action	Required Permission
View onboarding packs	Admin role
Create/edit packs	Admin role
Delete packs	Admin role
Assign packs to users	Admin role