Add the Learning Section to an Onboarding Policy

Before You Begin: The Learning Management module must be purchased and configured.

Include the Learning section to allow employees to view the courses assigned to them and go directly to them from the Getting Started feature.

To add the Learning section to a 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. Under Learning, click Add. The application automatically scrolls down to where you can configure the section.
5. To hide the entire section for internal employees, clear the Enable for Internal Hire checkbox.
6. In the text box, enter and format any course information you want displayed to users in Getting Started.
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. Click Ok.
9. Click Save.
10. Ensure that the roles for onboarding employees have access to the necessary role features in the Features tab of System Admin > Roles:
    • For organizations that use classic Learning, assign access to either:
      • Learning > Custom Menu, or
      • Learning > Standard Menu > Courses Catalog and Learning > Standard Menu > My Courses and Learning Plans, as applicable.
    • For organizations that use the new Dayforce Learning, assign access to Dayforce Learning.