Bundles
Onboarding Bundles are designed to assist in creating groups of documents required for certain onboarding scenarios or associations.
For example, a particular bundle of documents can be bundled to use with onboarding in specific locations. The bundle association by location is based on the requisition’s primary location. When there are multiple locations associated with a bundle, as long as the locations match, the association will be triggered.
Each bundle shows the Bundle Name, Description, any Associations and the Documents in the bundle. Click the document name to view the item.
If a document is required for the onboarding process, a red asterisk (*) displays next to the document title name. If a version of an onboarding document has expired without another version available, “(Expired)” displays next to the document title name. If the onboarding document has been deactivated from the Onboarding Document Library, “Deactivated” will display next to the document title.
Unless the onboarding document version has expired, each document in the Onboarding Documents column is a clickable link, allowing you to easily download the most recent version of that document for viewing.
- Related Topics:
- Display the Bundles Screen
Follow these steps to display the Bundles Screen. - Create Onboarding Bundle
Follow these steps to create Onboarding Document Bundles. - Edit Onboarding Bundle
Follow these steps to edit onboarding bundles. - Deactivate/Activate Onboarding Bundle
Follow these steps to deactivate/activate an onboarding bundle. - Delete Onboarding Bundle
Follow these steps to delete onboarding bundles.