Onboarding Template
Create and manage onboarding workflows for new employees.
Palistha Shrestha
Last Update před 4 měsíci
When to use this
Use this when you need to:
- Create a new onboarding flow
- Update onboarding steps or communication
- Customize onboarding by department or location
Open Onboarding Template
Go to HR & Employee Setup
Click Onboarding Template
You will see:
- Search bar
- Filter option
- Add Template button
Create onboarding template
Click Add Template
A setup form opens with two sections:
- Template Setup
- Tasks and Automations
The right panel shows details based on selection.
Configure Template Setup
Purpose
Use this to define basic onboarding settings.
Fields
- Template Name (required)
- Description
- Department
- Location (country, city, region, zip code)
Location rule
- "Use office location" is selected by default
- It cannot be changed
When onboarding starts
Choose one:
- Immediately
- Select days before start date
- You must enter number of days
Next step
- Click Next to continue
Configure Tasks and Automations
Purpose
Use this to define onboarding actions for employees
It includes:
- Welcome email
- Welcome page
- Profile completion
Welcome Page
Displays a welcome screen for new employees.
Fields:
Fields:
- Heading (required)
- Message (required)
- Button text (required)
- File upload (max 25 MB)
Complete Profile
Defines what employees must complete during onboarding.
Fields:
Fields:
- Heading
- Description
- Fields to show
- Full sections
- Sub-sections
- Individual fields
- Personal Information
- Professional Information
Multiple selections are allowed.
Save rules
To save the template:
- All sections must be completed
- Incomplete setup will block saving
- Click Save to finalize
What to be careful about
- Incorrect setup affects the entire onboarding flow
- Missing required fields can block onboarding
- Too many tasks reduce completion rate
Keep it simple and structured.