Create onboarding workflows

Learn how to create a worker onboarding workflow via the web app.

Bitte beachten Sie, dass sich diese Funktion derzeit im frühen Zugriffs-Modus befindet. Wenn Sie daran interessiert sind, wenden Sie sich bitte an Ihren Kundenbetreuer, und fragen Sie, ob Ihre Organisation daran teilnehmen kann.

What are onboarding workflows?

Onboarding allows you to combine required training courses and credential qualifications into a single, structured workflow. It guides workers through everything they need to complete before starting their roles. This gives you more confidence that your workers have the right skills, knowledge, and qualifications to execute their job safely and meet compliance standards.

Was Sie brauchen

You can add draft courses to your onboarding worklow. When the onboarding worklow is published, any draft courses included will be published automatically.

Create an onboarding workflow

Log in to the web app.
Select Schulung from the menu on the left-hand side.
Click Onboard at the top of the page.
Click Erstellen on the upper-right of the page.
In the "Edit" page, click beside "Untitled Onboarding" to rename your onboarding.
In the side panel, you can start adding your onboarding steps:
- Schulung: Assign training courses to your onboarding. You can add both published and draft courses.
- Qualifikationen: Add existing credential types to request the required credentials from workers.
You can reorder or remove onboarding steps by hovering over a step and clicking the , , or .
Click Next: Publish on the upper-right corner of the page.
In the "Publish" page, click and from the dropdown menu, select the groups or sites you want to assign.
Once you're ready, click Jetzt veröffentlichen.