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Create onboarding workflows

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

This feature is currently in Early Access. If you're interested, please contact your customer success manager to check if your organization is eligible.

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.

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

  1. Log in to the web app.

  2. Select Training iconTraining from the menu on the left-hand side.

  3. Click Onboard at the top of the page.

  4. Click Plus iconCreate on the upper-right of the page.

  5. In the "Edit" page, click Edit (underline) icon beside "Untitled Onboarding" to rename your onboarding.

  6. In the side panel, you can start adding your onboarding steps:

    • Training iconTraining: Assign training courses to your onboarding. You can add both published and draft courses.

    • Credentials iconCredentials: Add existing credential types to request the required credentials from workers.

  7. You can reorder or remove onboarding steps by hovering over a step and clicking the Arrow up icon, Arrow down icon, or Delete icon.

  8. Click Right-arrow iconNext: Publish on the upper-right corner of the page.

  9. In the "Publish" page, click Expand more icon and from the dropdown menu, select the groups or sites you want to assign.

  10. Once you're ready, click Publish nowPublish now.

You can add up to 30 steps to your onboarding worklow.

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