How do I activate the Temp Onboarding Portal?
Activating and optimizing the Temp Onboarding Portal
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Overview
The Temp Onboarding Portal is designed to help clinics prepare temps for their shifts. You can upload relevant information such as:
- Clinic policies and Codes of Conduct
- Onboarding checklists
- Photos of equipment and team members
- Video tours of the clinic
- Miscellaneous additional resources that can help temps hit the ground running
Depending on your subscription, you'll have access to one of the following:
- General Portal (Free)
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Materials you upload to the Temp Onboarding Portal will be visible to temps across all roles
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- Role-Specific Portals (Premium)
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In addition to the general portal, the premium Temp Onboarding Portal includes access to a dedicated portal for each role
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This allows you to upload:
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Shared materials: Accessible to all temps
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Role-specific materials: Only visible to temps in a specific role (e.g., RDHs only)
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How to Activate your Portal
- Click "Onboarding" in the sidebar
- Click "Activate" to activate the free Temp Onboarding Portal
- Click "Subscribe" to subscribe to the premium Temp Onboarding Portal for a monthly fee
Free vs. Premium
- Free
- Upload limit: Up to 3 files (up to 50 MB of storage)
- Portal Setup: One unified portal for all roles
- Premium
- Enhanced Storage: Unlimited file uploads (up to 1 GB of storage)
- Custom Portals: Separate, role-specific portals for a tailored onboarding experience for each kind of temp
- You'll still have access to a general portal for all roles
- Flexibility: Cancel at any time
- Your subscription will cancel at the end of your billing cycle
Cancelling your subscription and downgrading from the premium to the free Temp Onboarding Portal will result in the loss of any files exceeding the free 3-file limit.