Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin integrating Pabbly, Pabbly Studio, Start Point, and Access Now, you first need to access Pabbly Connect. Start by opening a new tab and navigating to pabbly.com. Here, you will find a free sign-up button for new users.

After signing up or logging in, you will see all the Pabbly applications. Click on the “Access Now” button for Pabbly Studio. This is where you will create your application that will facilitate the integration process through Pabbly Connect.

2. Creating the Start Point Application in Pabbly Studio

Once you are in Pabbly Studio, the next step is to create your application. Click on the “Create Application” button, and you’ll be prompted to name your app. For this tutorial, name it “Start Point”.

After naming your app, click on the “Create” button. This will lead you to the chat box in Pabbly Studio, where you can input a description of what you want your application to do. Here are the main features to include:

  • Employee onboarding portal
  • User login functionality
  • Task management system
  • Document tracking and management

After entering these details, press the send button. Pabbly Connect will begin processing this information to create your application.

3. Understanding Features of Start Point

Once your application is generated, you will see the main features of Start Point. It acts as a centralized hub for employee onboarding, allowing you to manage all aspects efficiently. Users can log in securely, create new accounts, and reset passwords if necessary.

Within the dashboard, you will find critical information such as:

  • Total number of employees
  • New employees currently being onboarded
  • Completed tasks and pending documents

This comprehensive view ensures that your team can track onboarding progress without needing to sift through individual employee records. Pabbly Connect plays a vital role in consolidating this information for easy access.

4. Managing Employees and Tasks in Start Point

In the employee section, your team can manage all employee records. You can add new employees, search for them by name or email, and filter based on their onboarding status. Each employee record includes essential details like name, contact information, and job title.

To add a new employee, simply input their basic information, including their name, email, phone number, and department. Once saved, the employee becomes part of the onboarding system, and their progress can be tracked. Pabbly Connect ensures that all these actions are seamlessly integrated into your workflow.

5. Finalizing the Onboarding Process with Start Point

The onboarding process includes a checklist of tasks that each employee must complete. These tasks can range from submitting personal information to attending orientation meetings. Each task can be marked as “Pending” or “Completed,” providing a clear overview of the onboarding status.

Additionally, the document section allows you to track required documents from new employees. This includes identity proof, resumes, and educational certificates. Each document can be labeled as “Pending,” “Submitted,” or “Verified,” making it easy to identify missing paperwork. With Pabbly Connect, this entire process is streamlined, ensuring that nothing falls through the cracks.

Conclusion

In this tutorial, we explored how to integrate Pabbly, Pabbly Studio, Start Point, and Access Now using Pabbly Connect. This integration simplifies the onboarding process, making it efficient and organized for your team.