ORALZY
FAQ

Naye staff ka onboarding form aadha bhara reh gaya, link expire — ab kya?

Ghabrao mat — aadha bhara form save rehta hai. Onboarding invites list se 'Resend' karo: naya link/token jayega aur staff wahi adhoore form par wapas pahunchega, dobara shuru nahi karna padta.

Where in ORALZY: People → Staff → Checklists → Onboarding (invites list)

Onboarding invite link default 7 din valid hota hai (bhejte waqt 1-30 din set kar sakte ho). Expire hone par sirf LINK marta hai, staff ka bhara hua data nahi — form draft stage me saved rehta hai (har save par lastSaved update hota hai).

FIX

  1. People → Staff → Checklists → Onboarding kholo → invites list me us staff ka invite dhundo.
  2. 'Resend' dabao — system naya token + 6-digit code issue karta hai; SMS/WhatsApp/QR jis channel se pehle bheja tha usi se dobara bhej sakte ho.
  3. Staff link kholega to wahi in-progress form milega — system jaan boojh kar duplicate form nahi banata (existing draft reuse hota hai).
  4. Staff Directory se bhi 'send onboarding link' kar sakte ho — tab form us staff record se linked banta hai.

AAGE KA FLOW

staff saare sections bhar kar sign + submit karega → phir HR verification aapke paas aayegi (A-T checklist + section-wise Y/N/NA + decision).

EDGE CASES

PREVENTION

invite bhejte waqt expiry 15-30 din rakho agar staff ko time lagega; pehle din clinic me hi form ke pehle sections bharwa lo.

Quick steps

  1. Checklists → Onboarding me invites list kholo
  2. Expired invite par 'Resend' dabao — naya link/code jayega
  3. Staff ko batao: wahi adhoora form milega, dobara nahi bharna
  4. Submit ke baad HR verification (A-T checklist) complete karo
  5. Agli baar expiry lambi rakho ya QR se on-spot bharwao

onboardinginvitelink expireresenddraftnew joineeformqrsmshr file