why Cloud now: agent on-boarding wizard

key takeaways

• the on-boarding wizard streamlines agent data entry, allowing agents to input their own information directly into darwin.Cloud
• customization options are needed to tailor the wizard for different roles and companies
• e-signature integration and field customization are top priorities for future development
• the wizard can be configured to send automated invitations and control which screens different users can access

topics

on-boarding wizard overview

• allows agents to input their own data directly into darwin.Cloud, reducing manual data entry for staff
• 11-step wizard for staff, customizable number of steps for agents
• automatically creates darwin.Cloud login credentials for new agents
• "is onboarding finished" checkbox controls whether agents see the wizard or full darwin.Cloud interface

customization and security

• security settings control which wizard screens different roles can access
• ability to customize commission plans, recurring billing, and overrides for each agent
• task lists can be added to ensure all onboarding steps are completed

document management

• onboarding category in forms library for relevant documents
• agents can download, sign, and upload documents through the wizard
• discussion on integrating e-signature functionality directly into the wizard

future improvements

• field customization: ability to hide/show fields, change labels, and reorder fields on screens
• e-signature integration directly within the wizard
• potential api integration with other hr systems (e.g., bamboo hr) for data import

technical considerations

• separate logins required for agent and staff access due to security differences
• each person in darwin now has an email delivery address for document attachments
• uploaded documents appear in the wizard regardless of how they were added to the system

next steps

• attend tomorrow's workshop for detailed setup and configuration instructions
• explore e-signature integration options
• investigate api possibilities for data import from other hr systems
• develop field customization features (hiding, relabeling, reordering)
• create dashboard items to track agent login and onboarding completion status

watch this short video to learn more: