Create onboarding workflows
Learn how to create a worker onboarding workflow via the web app.Veuillez noter que cette fonctionnalité est actuellement en Accès anticipé. Si vous êtes intéressé, veuillez contacter votre responsable clientèle pour vérifier si votre organisation est éligible.
What are onboarding workflows in SafetyCulture?
Onboarding workflows is a feature within SafetyCulture Training 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.
As your workers move through a workflow, you can track their progress and confirm that all requirements have been met. This gives you more confidence that your team has 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.
Créer un flux de travail d'implémentation
Select
Formation from the menu on the left-hand side.Click Onboard at the top of the page.
Click
Créer 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
to start adding your onboarding steps:- Formation: Assign training courses to your onboarding. You can add both published and draft courses.
Habilitations : 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 remove an onboarding step by hovering over a step and click 
.
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
Publier maintenant.
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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