The onboarding module supports 5 distinct step types to create comprehensive onboarding workflow. Step availability depends on your subscription:
Included with Onboarding module:
- Email messages
- Content pages
- Tasks
Requires additional module subscriptions:
- Surveys/Tests (requires Surveys module)
- Training courses (requires Trainings module)
Step type capabilities
Automated email communications sent to new employees at predetermined intervals. Configure personalised welcome messages, reminders, and informational updates to maintain engagement throughout the onboarding process.
Web pages containing company information, policies, procedures, and resources. Employees can access essential documentation, complete reading assignments, and familiarise themselves with organisational standards.
Action items requiring employee completion, such as document submission, profile updates, or administrative requirements. Tasks can include deadlines, instructions, and completion tracking. Tasks can be assigned to various stakeholders including the new employee, their line manager, designated buddy, or any other relevant team members.
Assessment tools for gathering feedback, measuring comprehension, or evaluating skills. Create custom questionnaires to monitor onboarding effectiveness and identify areas for improvement.
Structured learning modules covering job-specific skills, compliance requirements, or company procedures. Integrate with your existing training infrastructure to deliver consistent educational experiences.
Implementation considerations
When designing your onboarding path:
- Sequence steps logically to build knowledge progressively
- Balance information delivery with interactive elements
- Consider timing intervals to avoid overwhelming new starters
- Align step types with specific learning objectives
Each step type serves distinct purposes within the broader onboarding strategy, enabling personalised experiences that support successful employee integration.