Create onboarding workflows
Learn how to create a worker onboarding workflow via the web app.What are onboarding workflows in SafetyCulture?
Onboarding workflows is a feature within SafetyCulture that helps you guide your workers through the steps they need to complete before starting their roles. These often include completing required training courses and submitting credentials.
For example, you can use onboarding workflows to help contractor workers from companies meet all requirements before starting work. By sharing onboarding workflows using enrollment links, workers can easily complete their onboarding without delays. As they progress, you can track their completion status and confirm that all requirements are met, giving you confidence that your team has the right skills, knowledge, and qualifications to work safely and stay compliant.
Onboarding is available at no cost when contractors are assigned a guest seat. Pricing may apply in the future, and we'll provide advance notice before changes take effect.
You can add draft courses to your onboarding worklow. When the onboarding worklow is published, any draft courses included will be published automatically.
Share enrollment links when creating an onboarding workflow to kick off your team’s onboarding journey right away.
Create an onboarding workflow
Select
Training from the menu on the left-hand side.Click Onboard at the top of the page.
Click
Create on the upper-right of the page.In the "Edit" page, click
beside "Untitled Onboarding" to rename your onboarding.In the side panel, click and hold
or click to start adding your onboarding steps:- Training: Assign training courses to your onboarding. You can add both published and draft courses.
Credentials: Add existing credential types to request the required credentials from workers.
Click and hold
on the left-hand side of the course or credential to drag and drop it into your desired order. You can also reorder or remove an onboarding step by hovering over a step and click 
Move up, 
Move down, or 
.
Click
Next: Publish on the upper-right corner of the page.In the "Publish" page, click
from the dropdown menu and select the users, groups, or sites you want to assign.Once you're ready, click
Publish now.
You can add up to 30 steps to your onboarding worklow.
If a published course is part of an onboarding workflow, make sure to remove the course from the onboarding steps before deleting or reverting it to draft. Otherwise, it will be automatically removed from the workflow, which can disrupt workers in progress and lead to an incomplete onboarding experience.
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