When setting up an onboarding plan, you have three options to choose from. You can set up a Time-Based Onboarding Plan, where new training and tasks are assigned at a specific time. You can set up a Time- and Activity-Based Onboarding Plan, where activities are assigned at a specific time and new activities open after finishing others. You can also set up an Activity-Based Onboarding plan, where there are no deadlines, and finishing activities opens up others.
Take a look at Utilizing the Various Onboarding Flows for more information and examples on when to use which plan.
This article will help you set up a Time-Based Onboarding Plan.
After creating the profile, select the Open arrow to start planning the training. The timetable you see will depend on the time units set and the duration you entered while creating the profile.
Select the + symbol under each day's number to select the training that will be set for this day.
Add Course
By selecting Add Course, two options are displayed for you: to Assign the course or Invite users to Enroll.
Selecting Assign allows you to set when in the timeline the learner has to complete the course. Select the course below.
Selecting Invite Learners allows you to select when on the timeline the learner will be invited to enroll in the course. Select the course below.
Save after selecting the course. A new line will be created under the plan with the new course and its duration.
You can always modify the assignment by selecting the edit icon.
Add Learning Path
The process is the same for learning path.
Note: "Invite Learners" activities will not be included in the total stats calculation in the Onboarding Dashboard or in My Dashboard (Onboarding tab). Moreover, for the Invite to Enroll activities stats will not be displayed per activity.
Add Message
Selecting the Add Message option allows you to set a message that will be delivered via email to the employee at that point in the timeline. You can set the day (or week) that the message will be sent, the body of the message, and who will be the sender of the email.
You can also define a different message that will be sent to the users that have a specific preferred language. Once a language is selected from the drop-down, only users having the selected language as preferred will receive the specific announcement. If “All languages” is selected the announcement will be sent to all users, including the users that have no preferred language.
The Sender drop-down list is populated with the role of the Admin as well as the roles of the Managers that:
- are directly associated with the users included in the onboarding profile and
- have the Send Announcement permission enabled
Once the Training plan for the onboarding profile has been designed, the admin can activate the profile. All current employees that need to be assigned to the training will be included in the profile.
You can also combine the time-based flow with the activity-based flow. Learn more on the activity-based flow here: Setting Up an Activity-Based Onboarding Plan