Add the Key People Section to an Onboarding Policy

Before You Begin: This task assumes that you have defined key people for your organization. See Define Key People.

The Key People section introduces new employees to important people within your organization that will be helpful to know:

Note: Key people should have a direct relationship with onboarded employees. If different employees need to be assigned different key people, you must configure multiple onboarding policies to allow this.

To add the Key People section:

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. Under Key People, click Add. The application automatically scrolls down to where you can configure the section.
5. To hide this section for internal employees, clear the Enable for Internal Hire checkbox. For example, if internal employees would already be familiar with the key people in the organization, you can hide this section.
6. Enter a description to introduce the key people. To find out what a formatting control does, hold the cursor over it.
7. You can also add tokens (such as the employee name) to personalize the message. In the Select Tokens drop-down list, select a token and click Insert.
7. (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.
   3. (Optional) Add a description to the video in the Description field.
8. In the Key People Cards section, click the switches to hide or include the items that are shown on team member cards in the Key People section for this onboarding policy.

9. Note: TeamRelate is an English-only engagement tool and isn’t available for other languages or culture settings.

9. In the Key People drop-down list, select the person that you want to add and then click Add.
10. Note: This drop-down list shows the key people who were added in Onboarding Setup > Key People Configuration. See Define Key People.
10. (Optional) To reorder key people, drag and drop them in the Key People section. For example, you can use this functionality so that the CEO is displayed first in the list of key people, as shown in the following screenshot:
11. 
11. Click Ok.
12. Click Save.