Add the Meet Your Guide Section to an Onboarding Policy

If your organization assigns guides to new employees, you can add the Meet Your Guide section to introduce the new employee to their assigned guide.

Note: For information on how to assign guides to individual employees, see Assign Guides.

To add the Meet Your Guide 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. Under Meet Your Guide, 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.
6. Enter a description of the role that the guide plays in your organization. To find out what a formatting control does, hover the cursor over it.
7. In the Meet Your Guide Cards section, click the switches to hide or include items shown on team member cards in the Meet Your Guide section for this onboarding policy.

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

8. (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.
9. Click Ok.
10. Click Save.