Onboarding Summary & Review
Role: Company admins
Scope: Company portal
Purpose
Validate that all required onboarding data is complete before activation.
Who this is for
Company admins performing final onboarding review.
Prerequisites
- Previous onboarding steps are completed or intentionally skipped with internal approval.
Step-by-step instructions
1. Review all configured sections
Check company identity, giving settings, employee setup, and payment setup.
2. Reopen any incomplete step
Use the stepper to return to missing or incorrect sections.
3. Confirm launch readiness
Align with HR/finance stakeholders before final confirmation.
4. Complete onboarding
Finish setup and proceed to operational pages (dashboard, employees, voting periods, payments).
What users should expect
- Completion unlocks full company application routes.
- In some configurations, completion flow may include employee notification choices.
Common issues and troubleshooting
- Completion button disabled: one or more required steps are incomplete.
- Data mismatch after completion: reopen settings and update tabs directly.
Verify success
- All required onboarding sections show complete and internally approved values.
- You can open Company operations pages after final confirmation.