Onboarding processes evolve constantly. New policies, updated tools, compliance changes, role adjustments — HR teams often need to update the content while new hires are already going through the process.
Until now, editing an active onboarding required workarounds like duplicating templates or pausing processes. This release changes everything: you can now edit steps and tasks in an active onboarding seamlessly.
For HR leadership, onboarding quality directly impacts employee readiness, engagement, compliance, and retention. This enhancement unlocks the ability to iterate and improve without operational friction.
With this update, HR can:
- Modify steps, tasks, descriptions and structure of an active onboarding.
- Roll out updates instantly without duplicating templates.
- Keep compliance-related steps always up to date.
- Reflect organizational changes without restarting onboarding flows.
- Ensure every new hire receives the most accurate version of the process.
Key benefits
- Real-time flexibility: update content instantly without interrupting active onboarding journeys.
- Operational efficiency: eliminate manual work and template duplication.
- Better governance: ensure new hires always get the latest and correct version.
- Error reduction: changes don’t affect historical progress or completed tasks.
- Adaptability: quickly react to internal or regulatory changes.
Real-life scenarios
Here’s how organizations use this capability:
- “We need to add a new cybersecurity step for all incoming hires.” → Update immediately without restarting anyone’s onboarding.
- “Our benefits provider changed.” → New hires who haven’t started see the updated info.
- “A questionnaire needs revision.” → The updated version only applies to future participants.
- “We want to add an extra day to the onboarding journey.” → HR adds it without affecting anyone currently progressing.
- “Compliance requested updates to mandatory documentation.” → Only new users receive the revised steps.
The ability to edit active onboarding processes is now live.
👉 Use this new flexibility to keep onboarding experiences aligned with organizational changes — without disrupting the people already in motion.
