✨New feature alert
This feature is available from 28th January 2026!
To enable this feature, please contact your Onefile Account Manager to activate Enrol access.
Overview
The Onboarding Module provides a structured, step‑by‑step onboarding journey for learners. It ensures they receive essential information, complete key actions, and review compliance documents in the correct sequence.
This module helps organisations meet compliance requirements while giving administrators and assessors full visibility of progress.
Who Can Use This Feature?
This feature can be used by the following user roles:
- Administrators
- Assessors
- Learners
Key Benefits
⭐ For All Organisations
- Ensures onboarding steps are completed in a consistent, structured order
- Supports compliance by allowing steps to be mandatory
- Reduces manual follow‑up through automated progress tracking
For Learners
Learners complete onboarding in a clear, guided workflow.
Learners can:
- Work through steps in the correct sequence
- Access key information and instructional content
- Review and acknowledge compliance documents
- Complete required tasks (e.g., submitting information)
- Track their progress and see outstanding steps
- Have progress automatically recorded
For Administrators and Assessors
Administrators configure and manage the onboarding experience.
Administrators can:
- Build custom onboarding workflows
- Configure content such as:
- Instructional pages
- Custom information
- Mandatory steps and actions
- Ensure steps are completed in the correct order
- Monitor learner progress, including:
- Steps viewed
- Steps completed
- Outstanding actions
- Reduce manual follow‑up with automated visibility
How It Works
Learner View
Learners are guided through their onboarding journey one step at a time. Each stage clearly states what needs to be reviewed or completed.
Admin/Assessor View
Admins configure onboarding steps, track learner activity, and oversee workflow completion directly from their dashboard.
Terminology
Please note that the terminology used in this article may be different depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.