Example of Creating an Onboarding Journey
This example shows how to configure two onboarding journeys with onboarding tasks that new hires need to complete on their first day and within the first week.
In this example, you create two journeys, one that includes tasks to be done on the first day and the second to include tasks to be done in the first week. The journey is applicable for new hires located in the USA. You use the Checklist Templates task to create and manage journeys.
Summary of Tasks
To create the journeys, you need to:
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Enter general details
- Create tasks
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Add a welcome message with instructions
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Configure the content types for the dashboard
Before You Start
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Create an eligibility profile Work_Location_US for workers in the USA.
Entering General Details
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In the Setup and Maintenance work area, go to the following:
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Functional Area: Workforce Information
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Task: Checklist Templates
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On the Checklist Templates page, click Create to open the Create Checklists page.
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Create two separate journeys with values as detailed below:
Fields
Journey 1
Journey 2
Name
Onboarding - On Your First Day
Onboarding - Your First Week
Description
This journey includes tasks to be completed on the first day.
This journey includes tasks to be completed within the first week.
Category
Onboarding
Onboarding
Status
Active
Active
Date From
1-Sep-2023
1-Sep-2023
Date To
10-Sep-2026
10-Sep-2026
Country
All Countries
All Countries
Eligibility Profile
Work_Location_US
Work_Location_US
Action Name
Hire
Hire
Allocation Criteria
When the action record becomes effective
When the action record becomes effective
Days for Initiation
0
3
Completion Criteria
When all mandatory tasks are completed
When all mandatory tasks are completed
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Click Save.
Creating Tasks
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Click the Tasks tab, and then click Create.
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Complete the fields, as shown in the table for each of the two high level steps. The tasks must be associated to the respective Onboarding journeys created as prerequisites.
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Create the tasks that need to be included in each of the journeys as shown in the table:
Field
Values for task included in Onboarding - On Your First Day
Values for task included in Onboarding - Your First Week
Task Names
Request Access Badge
Verify Your Personal Information
Description
Optional
Optional
Status
Active
Active
Country All Countries All Countries Eligibility Profile
Leave blank
Leave blank
Preceding Task
Leave blank
Leave blank
Mandatory
Yes
Yes
Target Duration
3 Days
1 Day
Expire 5 Days After due date 8 Days After assigned date Performer
Worker
Worker
Owner
Area of Responsibility
HR Representative
Line Manager
Action Type
Manual
Application Task
Select the relevant application task from the list of values.
Notes
Complete this task before the end of your first day.
Don't forget to update your details before the end of your first week.
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Similarly, create one more task titled Provide Identity Proofs to include in Onboarding - On Your First Day and two more tasks titled Meet Your Team and Review Campus Map Directions to include in Onboarding - Your First Week.
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Click Save and Close.
Adding a Message
- Click the Message tab and enter the title and message shown in the table:
Field Value for Onboarding - On Your First Day Value for Onboarding - Your First Week Title Welcome Hope you're enjoying it here. Text As a new employee, you're required to complete all onboarding tasks. All tasks need to be completed by their due date. - Click Add and specify details of the journey sponsor for workers to contact during the onboarding process.
- Click Save.
Configuring the Content Types for the Dashboard
- In the Notes section, click Add and complete the fields as
shown in the table:
Field Value for Onboarding - On Your First Day Value for Onboarding - Your First Week Content Title Orientation Join a club. Description Check your email for the schedule. Visit our home page for details. Content Status Active Active Content Type Standard Note Standard Note - In the What's Happening section, click Add and complete the fields as shown in
the table:
Field Value for Onboarding - On Your First Day Value for Onboarding - Your First Week Category Insight Announcement Content Title Company Information Goal Setting Status Active Active Content URL https://www.oracle.com/index.html https://www.oracle.com/index.html Event Date Leave blank Leave blank Image URL Leave blank Leave blank - Click OK.
- Click Save.