Test the onboarding journey setup

After you create the onboarding journeys, test them by automatically or manually assigning them to a test hire from the Journeys page.

For example, you can automatically assign a journey after the hiring action is complete, or manually assign it. For information about automatic journey assignment, see How are journeys assigned? This task focuses on manual assignment.
  1. Assign the journeys to a test hire.
    1. Go to My Client Groups > Journeys.
    2. On the Explore tab, search for and select the first-day journey.
    3. Complete the relevant fields.
    4. Select Assign.
    5. Repeat these steps for the first-month journey.
  2. Validate the journeys as the test hire.
    1. Sign in as the test hire.
    2. Go to Me > Journeys. The My Journeys tab displays open journeys by default.
    3. Open the first-day journey. The journey tasks are displayed in the sequence set during the setup.
    4. Review and complete each task. Select Done after completing a task.
    5. Repeat the process for the first-month journey.

      The first-month journey becomes available 30 days after the first-day journey.

  3. Validate performer tasks.
    1. Sign in as the task performer.
    2. Go to My Client Groups > Journeys. The Organization Journeys tab displays assigned journeys by default.
    3. Search for and select the test hire's assigned journey.
    4. Review and complete any performer tasks. Select Done after completing a task.

      Task performers can also review the test hire's tasks to verify progress and complete dependent tasks when required.