Themes in Onboarding

Themes in Onboarding allow you to define a theme for your Onboarding instance.

For example:

• You can enable/ disable dark theme.
• You can customize button color and header color.
• You can upload your own logo.

Configure Themes

Within Onboarding, select Settings.

Click Account Settings.

Select Themes.

The Themes page shows a list of your current themes and where you can create new themes.

Creating a New Theme

From the Themes page, click New Theme.

On the New Themes page, you can configure the following:

• Light Theme
• Dark Theme
• AI – Select this to generate brand colors from your company's website.
• Name – Add a name for your theme.
• Header Settings
• Form Settings
• Primary Button Settings
• CSS Settings

A preview of the theme will be shown on the right side of the page.

Once you have finished creating your theme, click Create theme at the bottom of the page.

You will be redirected back to the Themes page, and your new theme will be shown in the list of themes.

NOTE: Once created, you can also preview a theme by creating a test placement or using the Create Link button within an existing employee's tasks to see the updated theme.

Edit a Theme

NOTE: If you edit the default theme, any tasks or forms using the theme will be automatically updated.

From the Themes page, select the Theme you want to edit.

On the Edit Theme page, you can modify the following:

• Delete Theme – Select this if you want to delete the theme.
• Light Theme
• Dark Theme
• AI – Select this to generate brand colors from your company's website.
• Name – Add a name for your theme.
• Header Settings
• Form Settings
• Primary Button Settings
• CSS Settings

Once you have finished editing your theme, click Update theme at the bottom of the page.

You will be redirected back to the Themes page, and your updated theme will be shown in the list of themes.

Assigning a Theme

Assign Theme to Primary Account

To assign a theme to your account, select Settings.

Click Account Settings.

Select Edit Account.

Select your Theme from the drop-down.

Click Update Account.

Assign a Theme to Employers

If you have multiple Employers (subsidiaries), you can assign specific themes to each Employer.

Click Employers.

On the Employers page, select the desired Employer.

Click Edit Employer.

Select your Theme from the drop-down.

At the bottom of the page, click Update Employer. You can repeat these steps as needed for each Employer.