Scenario

As an HR Specialist, Alister Cook must create and assign a new hire journey to David Steward.

David has joined Big Computers as a sales executive in the company's Sales Department located in Nevada, US on 5th December 2024. He needs to go through the regular onboarding tasks as prescribed by the company's HR policy.

Let's look at the steps Alister must go through and what David must do to complete the journey.

David must complete these tasks on his first day.
  1. Confirm that his personal details are correct and update the record if required.
  2. Upload his professional photo, which will be used for the access card.
  3. Select the laptop brand and configuration that he's interested in to receive from the organization.
These are onboarding tasks that Alister needs to do for David:
  1. Give David a tour of the office premises.
  2. Procure computer equipment according to David's configuration choice.

These diagrams show the various steps involved when you create an onboarding journey with tasks that performers need to complete on the first day and after the first month.

This diagram shows the various steps involved when you create an onboarding journey with tasks that performers need to complete on the first day.

This diagram shows the various steps involved when you create an onboarding journey with tasks that performers need to complete after the first month.