Hirex

Şablon hazırlanıp çalışan sisteme eklendikten sonra onboarding süreci başlatılabilir.

Üst menüden Onboarding sekmesine gidin.

1. Üst menüden Onboarding sekmesine gidin.
2. Onboardingler alt sekmesini açın.
3. + Yeni Onboarding butonuna tıklayın.
4. Açılan panelde şu alanları doldurun:

"Onboarding Oluştur" butonuna tıklayın.

1. "Onboarding Oluştur" butonuna tıklayın.

Çalışanın Portala Erişimi (Magic Link)

Yeni çalışan kullanıcı adı veya şifre oluşturmadan portala erişir. İş e-posta adresine otomatik bir 'magic link' gönderilir.

Onboarding Sayfası Üst Butonları

- Aktif onboarding sayısı
- Bugün işe başlayan çalışanlar
- Geciken görevler
- Tamamlanma oranları

Onboarding sürecini durdurmam gerekirse ne yapmalıyım?

"Onboardingi Durdur" butonuna tıklayın. Süreç dondurulur; hazır olduğunuzda yeniden başlatılabilir.

Onboarding sırasında gönderilen tüm otomatik e-postalar, gönderim tarihleri ve alıcıları listelenir.

Aktif onboardinge sonradan görev ekleyebilir miyim?

Evet. Onboarding sayfasından "Düzenle" butonuyla yeni görev ekleyebilirsiniz.

Onboarding Başlatma ve Takip Etme

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Alan	Açıklama
Çalışan (zorunlu)	Sisteme kayıtlı kişilerden seçin — başlama tarihi zamanlamayı belirler
Atanmış Lider (opsiyonel)	Onboarding sürecini yönetecek kullanıcı
Şablondan (opsiyonel)	Hazır şablonu seçin — boş bırakmak boş onboarding oluşturur

Durum	Anlamı
Taslak	Kaydedilmiş ama henüz başlamamış
Aktif	Devam eden onboardinglar
Tamamlandı	Tüm görevleri biten onboardinglar

Adım	Açıklama
1. E-posta gönderilir	Onboarding başlatıldığında özel bağlantı içeren hoş geldin e-postası iletilir
2. Bağlantıya tıklanır	Çalışan bağlantıya tıklar ve doğrudan portala girer
3. Portal görünür	Onboarding düzeninde yapılandırılan widget'lar görüntülenir
4. Görevler tamamlanır	Çalışan görevleri işaretler, formları doldurur, belgeleri inceler

Bölüm	İçerik
Görevler	Tüm görevler, sorumluları, başlama/bitiş tarihleri ve durum
Formlar	Çalışanın doldurması gereken formlar ve yanıt durumu
E-postalar	Gönderilen e-postaların listesi ve tarihleri
Dokümanlar	Yüklenen veya imzalanan belgeler

Buton	Fonksiyon
Düzenle	Başlama tarihini veya atanmış lideri değiştirir
Onboardingi Durdur	Süreci geçici olarak duraklatır
Onboardingi Önizle	Çalışanın gördüğü arayüzü gösterir
Mailing Report	Gönderilen tüm e-postaların raporunu listeler
Sil	Onboardingi kalıcı olarak siler

Onboarding Başlatma ve Takip Etme

Yeni Onboarding Oluşturma

Onboarding Listesi Durumlar

Çalışanın Portala Erişimi (Magic Link)

Onboarding Sayfasını Takip Etme

Onboarding Sayfası Üst Butonları

Dashboard

SSS

Onboarding sürecini durdurmam gerekirse ne yapmalıyım?

Mailing Report'ta ne görünür?

Aktif onboardinge sonradan görev ekleyebilir miyim?