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Onboarding: How to create an onboarding track for a new employee?

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Written by Milla

This article will briefly explain how to add a new employee to an onboarding track.

  1. Click "Add new"
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  2. Click "Add new employee"
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  3. Fill in the information about the employee

    • name, email, employment start date (mandatory)

    • uploading user image, job title (optional)

    • assign supervisor/supervisors
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      You can also add multiple employees by clicking the "Add multiple employees"- toggle. Just upload a CSV file to add all employees at once.
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  4. New employee can access the onboarding track without a password. However, if you wish, you can allow user to set a password.
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  5. Add stages for onboarding by clicking "Add stage".
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    • Add a name to the stage (e.g. Onboarding for Sales Manager)

    • Start and end date of the onboarding

    • Choose a preset onboarding track

    • Add supervisor

    • Remember to save the stage
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  6. The employee, and the supervisor will receive an email to access the onboarding track. The supervisor will be notified via email once the track starts.
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  7. You can follow employees onboarding steps by opening employees profile on dashboard.
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