Step 5.1: Select a Google account

A new window or tab will open for you to login to or select your Google account. Pick the one you use to store your Google Sheets data.

Step 5.2: Grant additional access

In this step, you’ll need to grant Softr access to a set of features. Click on “Select all” and then hit on “Continue.”

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Step 5.3: Go to your app

Now that your Google account is connected with Softr, click on “Go to application.”

Step 7.1: Add a new block

First, you need to choose one of the pages to which to add a block. In the employee onboarding template, the following pages are included:

• Home, where you can find the onboarding tasks of each team member;
• Resources feature a list of resources, such as handbooks and SOPs, that new hires need to get up to speed with their roles;
• Task details provides details about specific tasks, accompanied by links to relevant resources;
• Team members lists all team members, and you can click on each one to access the Team member details page, where you can introduce them and their roles within the company;
• User profile allows you to change the team member’s name, email, and password;
• Sign in, where users enter their username and password to access the employee onboarding app;
• Forgot password prompts the team members to enter their email address to receive a password link to the Reset password page, where they can define a new password;
• Permission denied displays a message indicating that the user does not have the authorization to access the requested page.
  

Navigate to the desired page using the “Pages” button on the left sidebar. To add a new block, click the “+” icon at the top-right corner of the screen to open a right sidebar. Use the search bar or scroll to find the block you need, then click on it to add it to your page.

Remember to connect this block to your data source and map all the fields. To do so, click on the Source tab, as you did in the previous step.

Step 7.2: Add new pages

To make your employee onboarding app more comprehensive and informative, you can create various pages that cater to your company needs. For example, you can create a page about the company, which includes its history, mission, and values. This serves as an introduction to the company’s culture and what it stands for.

Additionally, you can have a page dedicated to company policies, ensuring that new employees are aware of the guidelines they need to follow, such as the code of conduct, dress code, and workplace ethics. Note: You can add pages over time as your needs change, the company evolves, and you have time to create them.

Moreover, a page about events and activities can highlight upcoming company events, social outings, and team-building exercises, fostering a sense of community and involvement. Lastly, an FAQ page can address new employees’ common queries, helping them find answers quickly.

To add a new page, click on the “Pages” button on the left sidebar, then on “+ Add new page.” Insert a name and a URL for your new page. Once the page is created, you can add the necessary blocks as mentioned in step 7.1 to populate your new page with content.

By creating these pages, you can ensure that your employee onboarding app is not only functional but also rich in content, making the onboarding experience seamless and engaging for new hires.

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Step 7.3: Customize styling

Once you click on a block, a sidebar will open. There, you can click on the Styles tab to edit the paddings, margins, background color, and borders.

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Step 8.1: Navigate to the Users panel

On the left side, vertical menu, click on the “Users” button and then click on “Add users(s).” You will notice that there are already some users to show you a few examples of what’s possible. However, you can delete each user by clicking on the trash bin icon on each line.

Step 8.2: Add users’ details

In order to add the details of your users, you have two options:

• Enter their name and email addresses: you’ll be able to choose if you want to generate a temporary password sent by email to the new team member or generate a link that allows that team member to log in without a password;
• Upload a CSV file with all your team members’ data, by clicking on “IMPORT USERS.”
  

Unless you already have all the team members’ information in a CSV file, you may want to add users one by one. It’s recommended to add a few users manually to test your application, and when it’s working properly and tested, then you’ll upload your team or company.

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Step 8.3: Create user groups

User groups allow you to define the access to specific pages and blocks based on your team members’ roles. For instance, managers might have access to all pages, while new hires only see their onboarding tasks.

To create user groups, go to the User Groups tab and click on “+ Add user group.” Give the group a name and add users either manually, by selecting them from a drop-down menu, or based on predefined conditions. This setup allows you to effortlessly assign consistent permissions to multiple users.



Step 8.4: Create data restrictions

Implementing content restrictions in your employee onboarding app is a powerful way to ensure that the right information is accessible to the right users. These options are in the “Users” menu, under the “Data restrictions” tab.

You can protect sensitive information and customize the user experience based on individual roles by setting visibility rules for different pages and blocks. This approach not only secures confidential data but also streamlines workflows, as users see only the tasks and information relevant to them.

Content restrictions also help maintain compliance with data protection regulations by providing a clear audit trail of access and unauthorized attempts. Integrating these restrictions into your Softr app boosts security, compliance, and user experience. Everyone gets access to the resources they need, and nothing more, creating a professional, efficient, and secure digital environment for your organization.

First, you need to populate the following fields:

• Source: the account where your data is stored;
• Document: on which file or database the data may be found;
• Sheet: the specific sheet where is the data you want to restrict the access to.
  

Once done, click on “Next.”

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Then, select the user group which are affected by these restrictions, and enter the conditions that should be met. In the example below, the restrictions are applied to HR team members, ensuring that a specific HR team member can only view another team member’s data if they are the manager of that team member.

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Step 9.1: Set pages’ visibility

For each page in your onboarding app, access its settings by clicking the cog icon at the top left. This will open a left sidebar, where you can open the Visibility menu. There, specify which users or user groups can view the page. This allows you to tailor the onboarding experience for different roles within your organization.

Step 9.2: Set blocks’ visibility

Similarly, you can set the visibility for specific blocks of a page. Click on a block to open the right sidebar. Navigate to the Visibility tab to define which block users or user groups can see. This ensures that users see only the content relevant to their role.