Onboarding

Go to Organization Management → Onboarding Path and click New Onboarding Path. Enter a name, add Rules (Location, Department, Position, or Profile), add Actions (courses, documents, safety plans), configure time/due settings, then Publish or Save as Draft. Use the preview to confirm which employees match the rules before running.

Rules define which employees the path applies to (by Location, Department, Position, Profile). Actions are the items assigned by the path (courses, documents, safety plans). Add Rules first to preview matching employees, then select Actions to include in the path.

Automatic execution assigns the path when employees are created (manually, CSV, or SSO) if the path is active. Manual execution runs the path on demand (Run button) to assign employees who already exist or to reassign after changes. Integrations may require manual runs for employees created by the integration. 

In the Onboarding Path Detail → Assigned Employees table, click the Reminder icon to email employees with incomplete items. To unassign, click the Trash icon and choose whether to keep or remove pending assignments; completed items remain in the employee’s record. 

Yes. When editing, the system warns if changes affect current assignments. You can choose to publish changes so new actions are assigned to existing assignees or selectively remove incomplete items. Completed items are preserved. Review the warnings before saving to avoid unintended changes.

Use Reports → Completed/Not Completed Onboarding Path Actions to export an Excel report of completed and outstanding items by employee. For activity details, open an Onboarding Path Detail → Logs to see create/edit/run events with timestamps and user names. Employee-level logs are available in the Employee Full Profile.