How Onboardee Email Populates from Contacts

Summary

When you create an Onboardee from an existing Contact the Onboardee Email will be populated by the Contact Email.

But if you later update the Contact Email field, the Onboardee Email address will not be updated, because it’s a separate field of data. While it inherits the Contact Email address on creation, it’s only ‘one way’ by design.

While this can be confusing, it makes sense because the Contact record is the default record of the Contact and the email addresss used might be their main personal email address (for example).

However, when inviting Onboardees for onboarding you may wish to use a different email address. Onboardees may request that you use an alternative email address, just for that worksite or workplace (which you can).

Also remember that if you create a Onboardee record from a Contact with no email address, then edit that Onboardees Contact record, the Onboardee Email will remain blank/empty. You will have to update the Onboardee Email address separately and individually.

This should be a rare situation though, as when importing Contacts it is highly recommended you include as many fields as possible, such as Contact Email. Then when you add that Contact as a Worker, the Contact Email will fill to the Onboardee Email for you.