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This guide helps Company contacts join a scheduled onboarding meeting, open training, submit a linked survey, and read reference pages.

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Before you start

  • Open the item in your onboarding portal.
  • Your provider chooses which meetings, training, surveys, and pages you see.

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Join a scheduled meeting

1

Open the meeting task

Check the date, time, and duration it shows.
2

Add it to your calendar

Select Add to Calendar to download a calendar file. Open or import the file in your calendar app.
3

Join

When it is time, select Join Meeting if your provider added a meeting link. It opens the meeting service in a new tab.
Downloading the calendar file does not send an RSVP, reschedule the meeting, or complete the task. If the task says your provider will schedule the meeting, there is no date yet. If a date shows without Join Meeting, ask your provider for the location or joining instructions.

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Open training content

1

Open the training task

Read what it asks you to do.
2

Watch or attend

For video training, watch the embedded video, or select Open Video to open the original link. YouTube, Vimeo, and Loom links can show an embedded player. Other links open on the video’s own page. For In-Person Training, read the instructions and attend the session your provider arranged.
3

Mark it complete

When you have finished, select Mark Complete. The button shows on training tasks that your team owns, until the task is complete. It does not show when the task is blocked by an earlier task, or when your provider owns the task. In that case, ask your provider to confirm it.
If the task says “Training content will be provided by your service provider,” ask when it will be ready. Watching a video does not complete the task. Select Mark Complete yourself. Onboarding training is separate from the portal’s course library and My Training.

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Submit a linked survey

Some form tasks contain a linked survey instead of an onboarding form with a Save Form button.
1

Read and answer the questions

Open the task and complete its displayed questions. Required questions must have an answer; select all applicable choices where multiple selections are supported.
2

Submit the response

Select Submit Form. Answers are not submitted as you type. Correct any required-field error and submit again.
3

Check completion

Wait for Form completed or Form completed on with a date. The completed view does not expose an edit or resubmit control.
If the task says no form is linked, your provider needs to finish its setup. For a form with Save Form, Entry badges, or One More, follow complete tasks and forms.

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Read reference pages

1

Find the pages

Open the Pages section of your portal.
2

Read a page

Select a page title to expand its article. Select it again to collapse it.
Pages hold reference information such as a welcome guide or support instructions. Reading a page does not submit a response, sign a document, or complete a task. You cannot edit pages. Tell your provider if one needs updating.

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Troubleshooting

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Frequently asked questions

The Company meeting task displays the schedule and joining details. It does not provide a reschedule action. Contact your provider to request a change.
It downloads a calendar file. Your calendar application handles opening or importing it; check that the event was added there.
Join Meeting shows only when the task has a meeting link. A meeting your provider scheduled from MSPortal sends a calendar invite with no video link. Ask for the joining instructions or physical location.
The onboarding video task does not provide a course-certificate action. Certificates for eligible courses belong to the separate training course workflow.
Save Form saves an onboarding form and can support editing entries or adding more. A linked survey uses Submit Form and then displays a completed message. Follow the controls on your task.
The completed survey view does not offer an edit button. Ask your provider how to correct a response.
No. Reference pages are read-only articles without an acknowledgement action. Complete any separate task or approval that your provider requests.