ORALZY
How-to

Naye staff ko QR ya SMS link se onboarding form khud kaise bharwaye?

Team → Tasks & Training → Onboarding → "📲 Send link (staff fill it)" → Staff name, Role, Phone → Delivery method "QR Code" ya "SMS" → "Link expires in" → "Generate QR & Code" / "Send via SMS". Staff QR scan kare ya 6-digit code ORALZY app me daale aur apna form bhare; phir HR "HR Verify" karta hai.

Where in ORALZY: Team → Tasks & Training → Onboarding → Staff Onboarding · Team → Members → Directory → Staff Directory

Staff ko login ki zaroorat nahi — link / code hi pehchaan hai. Link 3, 7 (recommended), 14 ya 30 din chalta hai. Staff apne hisse bharta hai (profile, address, emergency contact, education, work history, bank account, declarations, photo / documents); HR wale section wo nahi bhar sakta ("You cannot fill this section — HR will verify it."). WhatsApp option abhi "Setup pending" hai.

Pehle se Staff Directory me jude staff ke liye: Team → Members → Directory → Staff Directory me card par "📲 Onboarding link" (phone ho to SMS) ya "✍️ Fill it yourself" se poora form khud bharo. Naya staff add karte waqt "Also send the onboarding form link?" tick karne se bhi link + 6-digit code (7 din) banta hai. Ye buttons sirf owner / admin ko dikhte hain. 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.

Quick steps

  1. Team → Tasks & Training → Onboarding kholo
  2. "📲 Send link (staff fill it)" dabao
  3. Staff name, Role, Phone bharo aur "QR Code" ya "SMS" chuno
  4. "Generate QR & Code" / "Send via SMS" dabao
  5. Staff form bhar ke submit kare, phir "HR Verify" karo

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