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Onboarding Steps

Define individual tasks and their elements for the onboarding process.

Overview​

Onboarding steps are the building blocks of your onboarding templates. Each step can contain multiple elements.

Create Step​

Basic Data​

  • Name: Step designation (e.g., "IT Setup", "Workspace Preparation")

Structure​

Left Side​

  • List of all created steps
  • Search function

Right Side​

  • Elements of the selected step
  • Element management

Elements​

You can add elements to each step:

  • Individual tasks or to-dos
  • Simple text entries
  • Displayed as a list

Examples​

Step: "IT Setup"​

Elements:

  • Create user account
  • Set up email
  • Install software
  • Document access credentials

Step: "First Work Day"​

Elements:

  • Greeting by supervisor
  • Show workspace
  • Introduce team
  • Discuss initial tasks

Usage​

  1. Create step: Enter name and save
  2. Add elements: Individual tasks for the step
  3. Include in template: Steps are used in Onboarding Templates

Important Notes​

Reusability

Once created, steps can be used in multiple templates.

Save

Don't forget to save after adding elements.

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