Configure Onboarding Policies

You can configure an onboarding policy by selecting it from the sidebar in Onboarding Setup > Onboarding Policy. To filter the policies listed in the sidebar based on whether their expiry date is passed, click Active, Inactive, or All.

Role feature access: Onboarding Setup > Onboarding Policy

You can configure the selected policy from the following tabs:

Properties: Update the information that was specified when the policy was created. See Create Onboarding Policies.
Getting Started: The sections that will appear in the Getting Started screen for employees assigned to the policy. You can select which sections to include, configure the content of the sections, and specify how the sections are organized. For more information, see the list below.
Manager Checklist: Lets you configure the task checklist that managers will see in the tab for employees who are assigned to the onboarding policy. See Add a Manager Checklist to an Onboarding Policy.

After you finish configuring a policy, you can publish it and then assign it to employees. See Publish and Assign Onboarding Policies.

Onboarding Policy Sections

The following topics provide information on each of the sections you can include in an onboarding policy so that they will appear in the employee's Getting Started screen: