Onboarding

Use the Onboarding Module

This feature is available under the Secure & Complete Plan

📌Pre-Requisite

You need to be an IT/HR Admin to trigger these actions.
Your organization needs to be on the Secure or Complete Plan.
The subscription fee for each employee will be automatically calculated based on the date the employee is added to the Esevel platform. This ensures accurate proration and billing aligned with the plan start date.

📌There are 2 methods to onboarding a new employee:

Assign the existing device.
Order the new device from the Esevel's Marketplace.

Method 1: Assign the Existing Device

Before initiating the onboarding process, please ensure that the device has already been added to your inventory. 👉Learn more about Adding Managed Device
To raise an Onboarding Request, please follow the guide below:

✅Next Step:

Once the request submitted, initial status of the device will be “Pending Agent Installation” & user will be "Pending Activation"
To change both status to “Active,” please ensure the following steps are completed:

The employee has activated their JumpCloud account
👉 Learn more about Activating a JumpCloud Account
The JumpCloud Agent has been installed on the device:
👉 Installation Guide for Mac
👉 Installation Guide for Windows
Update the serial number on the platform to ensure it matches the one registered in JumpCloud.

📌Additional Notes:

You can assign the device with one of the following statuses:
👉Learn more about Device Status Definitions

Unassigned – The device is not currently allocated to any user.
Warehouse – The device will be stored in our warehouse. Please note that additional logistics fees will apply for delivery from our warehouse.
Store – The device will be kept at your location, and delivery will be handled directly by your team.

Method 2: Order the new device from the Esevel's Marketplace

✅Next Step:

The employee has activated their JumpCloud account
👉 Learn more about Activating a JumpCloud Account
The JumpCloud Agent has been installed on the device:
👉 Installation Guide for Mac
👉 Installation Guide for Windows
Update the serial number on the platform to ensure it matches the one registered in JumpCloud.

📌Additional Notes:

Our standard processing lead time is 5–7 working days, including delivery within the capital city. For deliveries outside the capital city, additional time may be required depending on the area.
You will receive automatic email notifications for each order status, including tracking numbers and delivery information.
If you require device setup, please ensure that you’ve shared the playbook or setup instructions with us in advance. Our setup process is done remotely, and our team will reach out once the user has received the device.
Once the request is submitted, the employee’s status will be marked as "Onboarding" Once the process is complete, it will automatically change to "Active".

📌What happens after the onboarding request created?

Once an employee is created, they will receive an "Activate Esevel User Account" email sent to their registered email address. The employee can simply click "Activate My Account" to set their password and complete the account setup.❗️Please Note: The activation link will expire in 7 days.

2. After the employee is added, you'll still see the activation button on the top-right corner of the employee list page if they haven't yet activated their account.

To resend the verification email, simply click the same button.
If the button disappears, it means the employee has successfully activated their account.

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