The Onboarding module is evolving with five new features designed to strengthen administrative control, improve process personalization, and optimize the welcome experience for organizations with dynamic structures:
- Custom columns in the dashboard.
- New response formats for quizzes.
- Intuitive task reordering.
- Manual management of assignments and restarts.
- Task owners based on custom relationships.
These enhancements address real-world talent integration challenges, aiming to provide greater operational precision, more robust data management, and a more professional welcoming culture.
Custom columns: Strategic information at your fingertips
Administrators can now add segmentation groups to the list of assigned users to immediately view key data for each employee during their joining process.
Key benefits:
- Segmented monitoring: Quickly identify the location, area, or department of each new hire without leaving the dashboard.
- Increased agility: Reduces the need to check individual profiles to understand the context of each new hire.
- Precise tracking: Simplifies the supervision of mass onboarding by allowing the list to be sorted by the criteria most relevant to your organization.
New quiz formats
Advanced response types such as signature, date, phone number, numbers, and dropdown lists are now included, integrating all the data collection capabilities already available on the platform.
Why it matters:
- Process formalization: Collect digital signatures for acknowledgment of receipt or policy compliance.
- Normalized data: Ensures that information (phone numbers, dates, amounts) is entered in the correct format, preventing manual errors.
- Standardization: Unifies the form experience across the organization, using the same tools found in Service Management.
Task reordering: Total design flexibility
During process creation, administrators can now adjust the position of actions using a drag-and-drop component, even between different steps.
Key benefits:
- Flow optimization: Instantly correct the task sequence without having to delete and recreate actions.
- Adaptability: Easily adjust existing processes in response to changes in internal policies or team dynamics.
- Time savings: Simplifies the design of complex processes with an intuitive and fast interface.
Manual assignment management: Control over every journey
The ability to manually unassign and reassign employees provides greater autonomy to manage active processes and individual onboarding paths.
Why it matters:
- Error correction: Immediately remove an employee who was assigned by mistake.
- Version updates: Restart a process so the new hire can access the latest version of the onboarding.
- Operational flexibility: Decide whether a person should resume their progress or start from scratch after reassignment.
Task owners by custom relationships: Smart delegation
Utilize “User” type profile fields to automatically assign specific organization members as responsible for onboarding tasks.
Key benefits:
- Decentralization: Involve different stakeholders (buddies, mentors, or specific leads) without manual HR intervention for every new hire.
- Task clarity: The responsible person receives a notification clearly stating who the action must be performed for.
- Flow automation: By assigning a profile field as the owner, the system automatically finds the person linked to each new hire.
These five enhancements are now available in the Onboarding module.
Start using them today to design a more professional, agile, and people-centered welcome experience.
