> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# vOnboard

> Set up and use the vOnboard portal to onboard new workers into Visualcare

vOnboard is a web-based portal that allows new workers to enter their personal details, upload documents, and complete onboarding tasks before they start work. Rather than collecting paperwork manually, you send workers a login link and they fill in everything themselves, with the data flowing straight into VCore.

## Setting up vOnboard

Before a worker can access the vOnboard portal, you need to set up their profile in VCore.

<Steps>
  <Step title="Create the worker profile in VCore">
    The following fields are required:

    * First and last name
    * Email
    * Tick **Web Enabled** and add a username
    * Tick **vOnboard Portal**
  </Step>

  <Step title="Save and send login details">
    Save the worker profile and send the login details to your worker. The first time they log in, they'll be prompted to create a password.

    <img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135447-0.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=8e1cc56587ee4b5cd0ae73b9fdc64055" alt="Worker profile setup in VCore showing web enabled and username fields" width="772" height="192" data-path="images/apps/vonboard/image-1761890135447-0.png" />
  </Step>

  <Step title="Assign a case manager (optional)">
    To receive email notifications when new workers update their profile, assign a case manager to the worker in VCore.
  </Step>
</Steps>

### Portal settings in VCore

You can customise the vOnboard portal from **Settings** → **Portals** → **Onboarding Portal** in VCore.

The following options are available:

| Setting                                                        | Description                                                                        |
| -------------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| **Hide "TFN Declaration" link under Documents tab**            | Tick to hide the TFN Declaration document from the portal, or untick to show it    |
| **Hide "Super Standard Choice Form" link under Documents tab** | Tick to hide the Super Standard Choice Form from the portal, or untick to show it  |
| **Upload Training Document**                                   | Turn on or off the option for workers to upload training documents from the portal |

Once you've made changes, click **Save**.

<img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890137633-2.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=d36e174b20f36ad0fd106a98cf1769d3" alt="Portal settings for vOnboard in VCore" width="900" height="236" data-path="images/apps/vonboard/image-1761890137633-2.png" />

## Logging in to vOnboard

Workers access the portal at [onboard.visualcare.com.au](https://onboard.visualcare.com.au).

To log in, workers need:

| Field        | Details                                                                        |
| ------------ | ------------------------------------------------------------------------------ |
| **Provider** | The same company name used for Vworker                                         |
| **Username** | The username set up in their VCore worker profile (for example, donna.summers) |
| **Password** | Left blank on first login, which prompts the worker to create a password       |

<img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135406-0.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=9021b7e799386515641d29568af306df" alt="vOnboard login screen" width="584" height="302" data-path="images/apps/vonboard/image-1761890135406-0.png" />

## Entering details

Once logged in, workers can start entering their personal information. If they don't have time to complete everything in one session, they can save their progress and come back later. If they try to close the page without saving, the portal automatically prompts them to save.

<img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135419-0.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=d1eab455706118b6f365b01806130713" alt="Worker details entry screen" width="764" height="520" data-path="images/apps/vonboard/image-1761890135419-0.png" />

<Accordion title="How to navigate and fill in fields">
  **Moving between pages:** Click on the tabs to move through the different sections.

  <img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135420-1.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=61df719b26b00559d800c5d916fbdb0c" alt="Tab navigation in vOnboard" width="755" height="61" data-path="images/apps/vonboard/image-1761890135420-1.png" />

  **Free text fields:** Click in the text box and type your information.

  <img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135420-2.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=6d1f646adc9bb004e3e78e0f7b826ecf" alt="Free text field example" width="565" height="230" data-path="images/apps/vonboard/image-1761890135420-2.png" />

  **Tick boxes:** Click in the box to add a tick (for example, "Do you smoke?").

  <img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135420-3.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=4036eea24f622e68986e37ce99d6682a" alt="Tick box example" width="739" height="75" data-path="images/apps/vonboard/image-1761890135420-3.png" />

  **Drop-down lists:** Click the drop-down arrow to access lists (for example, the training list).

  <img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135420-4.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=e3d4f4022fddfbf50853ba641efd33e9" alt="Drop-down list example" width="787" height="211" data-path="images/apps/vonboard/image-1761890135420-4.png" />

  **Date fields:** Click on the date box, select the month, year, and day. The box closes automatically when you select the day.

  <img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135420-5.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=e5e8517dc42769587dd793d86ce65db5" alt="Date picker example" width="761" height="290" data-path="images/apps/vonboard/image-1761890135420-5.png" />
</Accordion>

## Uploading documents

Workers can upload and remove documents as training items from the **Training** tab in the portal.

<img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135436-0.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=62549c9e62dbc2ddba4d986742c2a8a9" alt="Training tab document upload" width="927" height="500" data-path="images/apps/vonboard/image-1761890135436-0.png" />

<Note>
  This feature is controlled by the **Upload Training Document** tick box in VCore under **Settings** → **Portals**. By default, the feature is disabled.
</Note>

<img src="https://mintcdn.com/visualcare/uiTdFKP2mXDFrMh0/images/apps/vonboard/image-1761890135436-1.png?fit=max&auto=format&n=uiTdFKP2mXDFrMh0&q=85&s=dda7bec3fdff5ca6be941feb1a9fe484" alt="Upload Training Document setting in VCore" width="1892" height="593" data-path="images/apps/vonboard/image-1761890135436-1.png" />

## Mandatory fields

To require responses before a worker submits their onboarding (for example, car insurance details), review the mandatory field settings under **Settings** → **Minimum Data Set** → **Workers**. Fields marked as mandatory there must be completed in the portal before submission.

## Adding forms to the portal

To make a form available to workers in the vOnboard portal:

1. Navigate to **Maintenance** → **Templates**
2. Click **Edit** on the template and adjust the required settings
3. Tick the onboarding portal option
4. Save

<Note>Workers need to log out of the portal and log back in to see new forms after the setting is updated.</Note>

## After submission

Once a worker submits their vOnboard portal, all completed information flows directly into their Visualcare worker profile for review and approval. The case manager assigned to the worker in VCore is automatically notified by email.

The information workers complete in the portal includes:

* Personal and contact details
* Certificates for training and qualifications
* Skills selection and confirmation
* Compliance items
* Availability
* A final declaration review and sign-off

## Running into issues?

See [General troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="vOnboard and Vworker access" icon="key" href="/worker-management/vonboard-and-vworker-access">
    Enabling and managing worker portal and app access
  </Card>

  <Card title="Creating a worker profile" icon="user-plus" href="/worker-management/creating-a-worker-profile">
    Setting up a new worker in VCore
  </Card>

  <Card title="vBroker" icon="handshake" href="/apps/vbroker">
    The broker portal for managing subcontracted shifts
  </Card>

  <Card title="vAssessment" icon="clipboard-question" href="/apps/vassessment">
    The assessment portal for workers conducting client assessments
  </Card>
</CardGroup>
