Set up new staff correctly from day one to save dozens of support calls later. Join our live walkthrough of the full OnSinch staff lifecycle.
From registration to offboarding
Whether you're onboarding 10 staff or 500, the flow only works if it's set up right. This webinar covers the whole staff lifecycle in OnSinch: how people get in, how their profiles stay accurate while they're active, and how you close things out cleanly when they leave.
What you will learn
- Getting staff into the system: Self-registration, hidden links, admin-created profiles, and API imports, plus the automated activation emails and admin alerts that keep onboarding moving.
- Approval and categorization: Setting up professions, badges, and internal ratings, plus controlling what needs admin sign-off before a profile goes live.
- Contracts done right: Ensuring valid contract details on every profile, setting up expiry alerts, and using bulk actions so agreements do not lapse unnoticed.
- Maintaining profile accuracy: Managing staff updates and knowing which profile edits need manual review versus which ones just trigger notifications.
- Managing growth and progression: Handling pay grade changes, badge upgrades, profession updates, and scheduling evaluation meetings directly within the platform.
- Pausing and reactivation: Using profile hibernation for seasonal crew so you retain their complete history when they return.
- Clean offboarding: The real difference between blocking and deleting staff, and exactly what happens to financial and operational data in each case.
The live walkthrough
We'll go through a real staff profile on screen, from the moment someone registers to the moment they're approved, promoted, and eventually offboarded. You'll see the notifications, the approval steps, and the settings that make it all run smoothly, no matter how many staff you're managing.
Why join
Seeing the full flow in action is the fastest way to spot what you can tighten up in your own setup. Bring your questions.
Can't make it live? Register anyway and we will send you the full recording.