Dono button sirf owner / admin ko. "📲 Onboarding link" popup me link, "Copy" aur app code + "valid till" date dikhte hain; SMS fail ho to "⚠️ SMS not sent" aur link manually bhejne ko kehta hai. "✍️ Fill it yourself" pehle se bani file ho to wahi kholta hai, doosri nahi banata. Naye staff ke liye Add Staff form me "Also send the onboarding form link?" tick bhi kar sakte ho (code 7 din valid). Ye "Staff HR & Payroll" add-on ka hissa hai — menu me na dikhe ya 'Upgrade required' aaye to Setup → Plan & Help → Store se le sakte hain.
Purane staff ko onboarding form kaise bheje ya khud bhare?
Team → Members → Directory → Staff Directory → staff card par "📲 Onboarding link" → staff ke phone par SMS jaata hai (phone na ho to link + code copy karke bhejo). Khud bharna ho to "✍️ Fill it yourself" → wahi 23-section HR form yahin khulta hai.
Where in ORALZY: Team → Members → Directory → Staff Directory · Team → Tasks & Training → Onboarding → Staff Onboarding
Quick steps
- Team → Members → Directory → Staff Directory kholo
- Staff card par "📲 Onboarding link" (SMS) ya "✍️ Fill it yourself"
- Link popup me "Copy" karke WhatsApp par bhi bhej sakte ho