Smart Onboarding Overview Demo

Welcome to SmartERP's Smart Onboarding demo and solution overview. We have divided the demonstration into six sections. Simply click on the video title to view the hidden content field - click again to hide the contents. This will display the contents of what is in that video and the associated timeline markers. You can simply change the video by clicking one through six in the video display at the bottom.

Click the expand icon in the video frame for full screen
  1. Click the number number of the video you would like to play
  2. To play full screen, just click the expand button
  3. Click on the color VIDEO button to reveal the contents of the video

VIDEO 1
Introduction to Smart Onboarding

  • About SmartERP 2:26
  • Employee onboarding best practices 4:00
  • The value of automated onboarding/off-boarding 24:36
  • Current business process and flow 27:24
  • Future with Smart Onboarding 29:34
  • Smart Onboarding Demo Summary 36:17

VIDEO 2
Demo Log In

  • Sending Invitation to candidate 2:05
  • Candidate self registration 5:03

VIDEO 3
Candidate Facing Experience Scenario 1

  • First time log in page :12
  • Electronic Disclosure 1:47
  • Self Identification: Race, Veteran, and disability 6:37
  • Federal Tax Withholding Form W4 9:19
  • Responsive View (mobile phone/tablet) 10:07
  • Work Location Tax Withholding Form 11:52
  • Paycheck preferences-direct deposit 13:35
  • Uploading a void check 14:38
  • Form I-9 Section 15:49
  • Upload Section 1 documents 16:26
  • Unlimited Policies 17:53
  • Attachments-supporting documents 18:30
  • Benefits health coverage waiver 19:50
  • Flow control 20:08
  • Pre-submit tasks 20:50
  • Download individual signed form 21:00
  • Survey 23:17
  • Checklist to upload documents 23:42
  • Submit to HR 25:02
  • Download signed forms (entire packet) 27:02
  • Submit to HR for review 28:50

VIDEO 4
Candidate Facing Experience Scenario 2

  • Avatar :23
  • Working and living in two different states :39

VIDEO 5
Candidate Facing Experience Scenario 3

  • Benefits – Dependent/Beneficiary Information 1:05
  • Benefits enrollment 1:30
  • Life insurance designation 1:59
  • Voluntary benefits 2:37
  • Contingent hire experience (non full time) 3:05

VIDEO 6
Administrator Facing

  • Single User - Multiple :08
  • My Tasks (any role) :44
  • Admin activities in candidates onboarding process 1:58
  • Reviewing uploaded documents 4:02
  • Form I-9 Section 7:14
  • E-Verify (Proprietary Integration) 10:00
  • ADP Integration to automatically create an active employee record 13:45
  • Download signed forms (entire packet) admin facing 16:54
  • Personalization and branding 21:51
  • Dashboards 22:42

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Effective onboarding is key to the success of any organization

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