Add the TeamRelate Section to an Onboarding Policy

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

Include the TeamRelate section to display a message to new employees that defines the four communication styles and includes a link to their TeamRelate survey:

To add the TeamRelate 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 TeamRelate, 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. (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.
7. Click Ok.
8. Click Save.