Assign Journey

You can assign a journey and its tasks either automatically or manually.

For example, you can assign a journey automatically to new hires when you use the employment action to hire an employee. Alternatively, you can assign the journey manually to single or multiple assignees from the Journeys page.

After you create the first day and month journeys, assign them to David. Once the journey is assigned, the journey tasks will be assigned to task performers.

Here's the steps to manually assign the first day journey:

1. On the My Client Groups tab, click the Journeys app.
2. Click the Explore tab.
3. Click the BC First Day Activities journey.
4. Click Assign.
5. Select or enter these values as applicable. For other fields, enter suitable values or use default values.

   Field	Value
   When to assign?	Today's date
   Assignee Selection Type	Person
   Select a Person	David Steward

6. Click Assign.

Note: Repeat steps 1 to 5 for the BC First Month Activities journey. However, in step 5, select the assign date exactly one month from today's date.