First Things First: Customer Onboarding
-
andrew
- March 16, 2023
Hello! I believed that you may have ventured into Hex-HR system already and may have visited a few pages. No worries on that! This is a guide to let you know that there's a step by step tutorial on which module has to be done first and what are each module for. Let's jump right in.
Right after you've logged in, you'll be seeing the homepage. Click on the big blue banner on top of the homepage to reveal a pop up.
The pop up will contain a few tutorials. Preferably, follow each tutorial in ascending order as some tutorial may be required to be done first before the next can be done. Click on the tutorial and you'll come across this picture as shown above. Click on the Tutorial Link to read up on the tutorial of the clicked module. To access the module, click on the Go To Page link. Once you are done with a specific tutorial, click on the green Complete button below to indicate you've finished it. The progress bar will move progressively as you complete more tutorials.
Things to note:
- Once all of the tutorial is completed, the blue banner will be removed from the home page.
- The blue banner will re-appear again in the future, indicating a new module has been added and a tutorial is ready for your viewing.
- Only super users will be able to see this section.
That's all. If there's nothing else, let's move to the next topic!
If you need a more detailed guide, please take a look at our Comprehensive Detailed Guide (Configuring Your Account | Customer Onboarding)
