Configuration Guide: Employee onboarding dashboard

Prerequisites

This library pack contains content from the following required expansion products:

• Employee Engagement - Campaigns

• Adopt - User guides

• Flow - Workflows

Some of these products offer default access to their respective content and can still be used without expansion products.

Refer to the Nexthink Infinity thresholds and limits overview documentation for more information about default thresholds for expansion products.

Included content and dependencies

This library pack contains the following content and dependencies:

Type	Name	Description
Workflow	Employee onboarding - Workday	A customisable workflow to check pre-requistes on a new employee's device before launching a welcome campaign with a redirection to Workday to start the onboarding process.
Remote action	Get ZScaler status	This Remote Action provides information about the connectivity status of Zscaler.
Campaign	Onboarding welcome - workflow invoke	Welcomes the employee to the organization and provides them with a link to Workday.
	Onboarding NPS survey	Collects early feedback from new joiners to measure onboarding satisfaction.
Adopt guides	Workday - Add or change emergency contacts	Gives new employees a simple, step-by-step process to add or modify their emergency contact details directly within their Workday profile.
	Workday - Change home contact information	Provides new employees with a clear, step-by-step walkthrough to update their home address, phone number, and personal email within their Workday profile.
	Workday - Change my email address	Gives new employees a simple, step-by-step process to review and update their email information in Workday.
	Workday - Change my preferred name	Provides clear, step-by-step instructions to help new employees quickly update their preferred name in the Workday system.
	Workday - Homepage navigation	An interactive, self-guided walkthrough designed to help new employees quickly become comfortable with the Workday homepage. By clearly explaining each core feature, it empowers users to work confidently, complete their responsibilities on time, and reduce onboarding friction.
	Workday - Browser extension missing	Automatically detects when a required browser extension is not installed on an employee's device. When triggered, it launches a workflow that automatically installs all corporate-approved extensions, ensuring each device remains secure, compliant, and fully equipped.
	Workday - Login assistance	automatically detects when a Workday login attempt has failed. When triggered, it launches a workflow that creates a support ticket and sends an email to the employee's manager to request the necessary access. This ensures quick resolution and keeps both IT and the manager informed without additional effort from the employee.
	Workday - Onboarding comlete	Allows employees to easily confirm that they've finished their onboarding process. When launched, the guide triggers a workflow that automatically emails the employee's manager to let them know.

Configuring Employee onboarding pack

Adapt these suggested configuration steps to edit and customize content according to your organizational needs.

Follow these steps to install and configure content:

• Before configuration - Install library pack content from Nexthink Library

• Step 1 - Configure remote action(s)

• Step 2 - Edit campaigns

• Step 3 - Configure Adopt guides

Step 1 - Configure remote action(s)

1. From the main menu, navigate to the Remote Actions > Manage remote action page.

2. Review and edit your remote actions.

Nexthink recommends the following configurations for these remote actions:

Name	Trigger	Parameters to edit
Get Zscaler status	Triggered by the workflow

Step 2 - Edit campaigns

1. From the main menu, navigate to the Campaigns > Manage Campaigns page.

2. Review and edit your campaigns. For each installed campaign:

   • Customize the sender name and image.

   • Review and adjust questions.

   • Publish the campaign when you are ready to use it.

Nexthink recommends the following configurations for these campaigns:

Campaign name	Campaign NQL ID	Description
Onboarding welcome - workflow invoke	onboarding_welcome	Welcomes the employee to the organization and provides them with a link to Workday.
Onboarding NPS survey	onboarding_nps_survey	Collects early feedback from new joiners to measure onboarding satisfaction.

Step 3 - Configure guides

1. From the main menu, navigate to the Applications > Manage adoption guides page.

1. The installed guides will be unattached.

2. Select a guide, and using the menu, choose "Attach to an application".

1. Choose your application from the list, and click OK.

1. By default, your installed guide will be in draft mode.

2. You are free to edit the guide, change the description and assign key page restrictions if required.

3. Once the guide settings are complete, you can publish the guide.

1. Your guide will now be available in the Context help menu.

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RELATED TOPICS

• Employee onboarding dashboard

• Usage guide: Employee onboarding dashboard