Set Up an Onboarding Journey

This topic describes with an example how to configure two onboarding journeys with onboarding tasks that new hires need to complete on their first day and after the first month of employment.

Create First Day Journey

1. On the My Client Groups tab, click the Journeys Setup app.
2. In the Journeys Setup page, click the Journey Templates card.
3. In the Journey Templates page, click Create.
4. In the New Journey window, select or enter these values as applicable.

   Field	Value
   Creation Method	New
   Category	On Boarding
   Name	BC First Day Activities
   Archive after how many months?	12
   Purge after how many months?	12

5. Click Create Draft.

Add Tasks to First Day Journey

Add the journey tasks that David must complete by creating each task separately.

1. In the Overview tab, under the Tasks section, click Add > New Task.
2. In the New Task window, under the Overview tab, select or enter these values as applicable for each task. For other fields, enter suitable values or use default values.

   Field	Values for Task: Verify and update personal details	Values for Task: Upload photo for access card	Values for Task: Select laptop brand
   Task Name	Verify and update personal details	Upload photo for access card	Select laptop brand
   Status	Active	Active	Active
   Sequence	1	2	3
   Make this task mandatory	Yes	Yes	No
   Performer	Worker	Worker	Worker
   Owner	Initiator	Initiator	Initiator
   Task Type	Application Task	Application Task	Manual Task
   Application Task	Personal Details	Change Photo	Not applicable
   When does the task expire?	After assigned date	After assigned date	After assigned date
   After how many days?	30	30	30
   Enable comments	No	No	Yes

3. Click Save.

Add the manual journey tasks that David’s HR Specialist must complete by creating each task separately.

1. In the New Task window, under the Overview tab, select or enter these values as applicable for each task. For other fields, enter suitable values or use default values.

   Field	Values for Task: Office orientation	Values for Task: Computer procurement
   Task Name	Office orientation	Computer procurement
   Status	Active	Active
   Sequence	4	5
   Make this task mandatory	Yes	Yes
   Performer	Area of Responsibility	Area of Responsibility
   Performer Responsibility Type	HR Specialist	HR Specialist
   Owner	Initiator	Initiator
   Task Type	Manual Task	Manual Task
   When does the task expire?	After assigned date	After assigned date
   After how many days?	30	30

2. Click Save.

Once this journey is created, let’s create a second journey for the first month’s activities.

Create First Month Journey

1. On the My Client Groups tab, click the Journeys Setup app.
2. In the Journeys Setup page, click the Journey Templates card.
3. In the Journey Templates page, click Create.
4. In the New Journey window, select or enter these values as applicable.

   Field	Value
   Creation Method	New
   Category	On Boarding
   Name	BC First Month Activities
   Archive after how many months?	12
   Purge after how many months?	12

5. Click Create Draft.

Add Tasks to First Month Journey

Add the journey tasks that David must complete by creating each task separately. You need to create the questionnaire by using the Questionnaires application before you create this questionnaire task.

1. In the Overview tab, under the Tasks section, click Add > New Task.
2. In the New Task window, under the Overview tab, select or enter these values as applicable for each task. For other fields, enter suitable values or use default values.

   Field	Values for Task: Collect access card	Values for Task: Share onboarding feedback
   Task Name	Collect access card	Share onboarding feedback
   Status	Active	Active
   Sequence	1	2
   Make this task mandatory	Yes	Yes
   Performer	Worker	Worker
   Owner	Initiator	Initiator
   Task Type	Manual Task	Questionnaire
   Questionnaire	Not applicable	Onboarding Survey
   When does the task expire?	After assigned date	After assigned date
   After how many days?	30	30

3. Click Save.