Add Custom Sections to Onboarding Policies

Onboarding Guide
Version
R2025.1.0
Add Custom Sections to Onboarding Policies

Custom sections are more flexible than the other sections, allowing you to further tailor the onboarding experience for your employees. For example, you could use this functionality to add a section that teaches new employees about your processes by including a high-level overview, a video of a short demonstration, and links to the necessary supporting documents.

To add a custom section to an onboarding policy:

  1. Go to Onboarding Setup > Onboarding Policy.
  2. In the sidebar, click the policy you want to modify.
  3. Click the Getting Started tab.
  4. Click Add custom section.
  5. When prompted, enter a header name and description for the custom section.
  6. Click OK.
  7. To hide this section for internal employees, clear the Enable for Internal Hire checkbox.
  8. In the fields provided, enter a title and introduction for the section.
  9. (Optional) In the Video section, complete the following steps to add a video:
    1. Click Add Video.
    2. Enter or paste a video link from YouTube or Vimeo in the Video field. The application automatically populates the Title field, if possible. If it doesn't add a title, you must add one yourself.
    3. Important: You can only upload public videos. You cannot upload private or unlisted videos.
    4. (Optional) Add a description to the video in the Description field.
  10. (Optional) To add documents to the section:
    1. Click Add Section under Documents.
    2. Enter a section title in the Title field.
    3. Click Add a document.
    4. Enter a title for the document in the Title field, and select an option:
      • Enter a URL: Enter or paste a URL in the field.
      • Select a Document: Select a document from the drop-down list or click the Upload a new document link.
      • Note: You can select documents uploaded in the past from the drop-down list. If you upload new documents, they are automatically assigned an onboarding document type so they will be available for future sessions. The following document types are supported: DOC, DOCX, PDF, HTML, HTM, WKS, TXT. Managers and employees must have their roles assigned in Documents > Admin > Document Types to have access to each of these document types.
    5. Click Ok.
    6. Add additional sections and documents as you need.
  11. Click Ok.
  12. Click Save.