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.
- Assign the journeys to a test hire.
- Go to .
- On the Explore tab, search for and select the first-day journey.
- Complete the relevant fields.
- Select Assign.
- Repeat these steps for the first-month journey.
- Validate the journeys as the test hire.
- Sign in as the test hire.
- Go to . The My Journeys tab displays open journeys by default.
- Open the first-day journey. The journey tasks are displayed in the sequence set during the setup.
- Review and complete each task. Select Done after completing a task.
- Repeat the process for the first-month journey.
The first-month journey becomes available 30 days after the first-day journey.
- Validate performer tasks.
- Sign in as the task performer.
- Go to . The Organization Journeys tab displays assigned journeys by default.
- Search for and select the test hire's assigned journey.
- 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.