---
title: Self Onboarding
slug: admin/self-onboarding
icon: 📸
createdAt: 2025-10-10T05:56:23.590Z
---

**Self-Onboarding  **feature streamlines the user onboarding experience by allowing users to complete their onboarding independently through a simple, guided workflow. This eliminates the need for manual intervention, reduces setup time, and ensures consistency across user profiles in the system.

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**🔑Key Highlights**

- Supports both **bulk onboarding** via OCM and **individual self-onboarding.**
- Seamless integration with **Secure Work From Home (SWFH)** application and **OCM** 
- Enables quick user setup, profile completion, and admin approval with minimal dependencies.

**🎢Process Flow**

1. **Bulk Onboarding via OCM**
    Users are onboarded through OCM using the **Bulk Onboarding** process. This initializes their user profiles in the system. 
2. **SWFH Application Installation**
    The **Secure Work From Home (SWFH)** application is installed across all agent systems. 
3. **Self-Onboarding via SWFH UI**
    When a user launches the SWFH UI: 
   - If **self-onboarding** is enabled and the user’s profile picture is missing or rejected or not approved , this will indicate that onboarding is incomplete, 
   - A browser window automatically opens with the **onboarding webpage** to capture profile details and a photo. 
4. **Data Submission and Sync**
    Upon submission, all captured details are securely uploaded to **OCM** for review. 
5. **Admin Review and Approval**
    In the OCM UI, the **Admin** reviews and **approves** the details uploaded by the user. This step ensures data accuracy and compliance with onboarding requirements. 
6. **Profile Activation**
    After admin approval, the user re-launches the **SWFH UI**. 
   - The approved profile picture and details are reflected in the interface. 
   - The user can then **log in successfully** and begin work. 
7. **Audit trail reports** will be available for this feature. 
   - Date and time user uploaded 
   - pictures, date/time Supervisor approved/disapproved. 
   - Report on all approvals, sort by org, admin, date/time, etc. 

**Benefits**

- **Faster Deployment:** Reduces onboarding time through automation. 
- **Reduced Admin Overhead:** Minimizes manual data entry and tracking. 
- **Improved User Experience:** Simple, intuitive, and self-guided process. 
- **Consistency and Compliance:** Ensures standardized profile data across all users.