📄 Employee Onboarding with GenieSign

This section guides HR Managers, IT Managers, and New Hires through the employee onboarding process using GenieSign.

3.1 How HR & IT Managers Can Sign Up for Employee Onboarding

3.2 Setting Up Your Organization in GenieSign

3.3 Adding Departments and Team Members

3.4 Managing User Roles & Permissions

3.5 Creating an Onboarding Workflow

3.6 How New Hires Receive Onboarding Invitations

3.7 Uploading Government ID for Digital Signature Creation

3.8 Setting Up a Digital Signature via WhatsApp

3.9 Confirming Your Digital Signature & Finalizing Setup

3.10 Signing Employment Contracts & Other HR Documents


For HR Managers & IT Managers

3.1 How HR & IT Managers Can Sign Up for Employee Onboarding

To begin onboarding employees, HR and IT Managers need to sign up on GenieSign:

  1. Visit geniesign.io.
  2. Click Sign Up and select Organization Account.
  3. Complete the required fields and verify your email.
  4. Log in to access your admin dashboard.

3.2 Setting Up Your Organization in GenieSign

After signing in:

  1. Go to the Settings tab in the admin dashboard.
  2. Add your organization’s name, logo, and contact details.
  3. Save your changes to complete your profile setup.

3.3 Adding Departments and Team Members

To build your internal structure:

  1. Navigate to Organization > Departments.
  2. Click Add Department and input the department name.
  3. Under Team Members, invite users by email.
  4. Assign each team member to their respective department.

3.4 Managing User Roles & Permissions

Roles define what each user can access:

  1. Go to Team Settings.
  2. Choose from predefined roles: Admin, Manager, HR Officer, Viewer.
  3. Customize permissions for document access and onboarding tasks.
  4. Save your settings to enforce access control.

3.5 Creating an Onboarding Workflow

To initiate onboarding for new hires:

  1. Click on Start New Onboarding.
  2. Select a department and enter the new hire’s name and WhatsApp number.
  3. Choose documents to be sent (e.g., employment contract, policies).
  4. Review and launch the onboarding workflow.

For New Hires

3.6 How New Hires Receive Onboarding Invitations

New hires receive an invitation on WhatsApp. The message includes:

  • A welcome note to the new hired
  • Instructions for completing steps

3.7 Uploading Government ID for Digital Signature Creation

For identity verification:

  1. Click the onboarding link sent via WhatsApp.
  2. Upload a clear image of your government-issued ID.
  3. Submit for validation (this process may take a few minutes).

3.8 Setting Up a Digital Signature via WhatsApp

Once identity is verified:

  1. GenieSign guides you via WhatsApp to create your signature.
  2. Choose a signature style or draw your signature.
  3. Confirm and proceed.

3.9 Confirming Your Digital Signature & Finalizing Setup

To complete onboarding:

  1. Review your signature preview.
  2. Accept terms and conditions.
  3. Submit to finalize your signature setup.

3.10 Signing Employment Contracts & Other HR Documents

Once your signature is set up:

  1. You will receive documents to sign via WhatsApp.
  2. Click the link and review the document.
  3. Press ‘Sign’ and submit.
  4. You’ll receive a confirmation once your documents are signed successfully.