This pack requires extensive customization before use and regular updating to function properly.

IMPORTANT: The core functionality of this pack, namely tracking new employees as they join the company and progress through the onboarding process, is only possible if these new employees are identified and input to the system in a specific category. This category, “Onboarding Experience Management – New Hires”, will need to be kept up to date by a company-specific process such as a regular CSV import. This is so that not every single user account created is tracked but only those that fit the need as new starters (for example you may not want this for external contractors or technical account). There are many ways to populate Categories, from manual to CSV import to API level, please ensure this process is in place at your organization as part of bringing this solution into Production. The list of employees considered to be “new hires” should be updated regularly, by means of a data import, ideally daily.

Please note that employees who have been with the company for more than 31 days should be removed from the system, which is indicated by a KPI widget on the Overview dashboard.

Compliance

The compliance section of this pack checks that certain onboarding steps have been performed. There are two categories used for these checks that should be populated with company-specific information (“Onboarding Experience Management – Domains” and “Onboarding Experience Management – Destinations”). This could include Single Sign-On details, URLs for sites such as an employee portal, and local network resource addresses for HR policy documents, etc.

Campaigns

The campaigns are pre-configured with example questions and are targeted at the members of the New Hires category which will need to be configured (see above). Each campaign will need some minor modifications. Firstly, the Company Name will need to be entered in the Day 1 and Week 1 campaigns:

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For all campaign questions that refer to raising support tickets the URL will need to be modified:

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Please be aware that any major modifications to the number of questions, or answer types, will potentially require matching changes to the Scores structure and metrics/dashboards.

Scores

If only minor modifications were made to the Campaign questions then the Onboarding Experience Management Score will need to be changed. Score weightings are unlikely to need adjusting for Day 1 and Week 1 campaigns as most of the questions are binary in nature, so the scoring is quite simple (Yes=10 and No=0). The final campaign has four multiple-choice questions, so score weight changes are possible. If the names of campaign questions are changed, then the associated score will need to be modified to take account of this.