Documentation

Intro:
Custom onboarding plans let admins create tailored onboarding experiences for each team member, improving effectiveness over generic plans. Paid plan required.

Step-by-Step Guide:

Ensure you have admin access and a paid plan.
Go to HRO Admin > Onboarding in the main navigation menu.
Click Create A Template to start a new onboarding plan. Enter a name and (optionally) a description.
Add sections to organize the plan. (Click Sections and enter titles and optional descriptions.)
Add items to each section (checklist, text response, multiple-choice, file upload, acknowledgment, etc.).
Continue adding sections and items until the plan is complete.
Assign the onboarding plan to one or more team members via Assignments (optionally set a deadline).
Each assigned team member will see the onboarding plan in their HRO > Onboarding dashboard and can complete steps over time.
Users must mark each step as complete. When all required steps are done, they can click Submit Assignment.
Managers can view assignment progress and responses via the Assignments section.

Frequently Asked Questions

Q: Who can create custom onboarding plans?
A: Only admins (with a paid plan) can create and assign onboarding plans.

Q: Can I create different onboarding plans for different roles or departments?
A: Yes, you can create as many custom templates as needed for different contexts.

Q: What types of items can be included in onboarding plans?
A: Checklist, text response, multiple-choice, file upload, acknowledgment, and more.

Q: Can team members complete onboarding in stages?
A: Yes, users can mark steps complete as they go and submit the assignment when all required steps are done.

Q: How do I track onboarding progress?
A: Managers can view assignment progress and item completion in the Assignments section.

Q: Can I edit an onboarding plan after assigning it?
A: You can edit templates before assignment; editing after assignment may be limited.

Q: What if a user can’t submit their onboarding assignment?
A: All required steps must be completed before submission is allowed.

Q: Is there a limit to the number of onboarding templates or assignments?
A: There is no stated limit, but your plan or platform version may have practical constraints.