Customize Meet Your Team for a New Employee

Prerequisites

To use this feature:

• Your user role (and the new employee's user role) must be assigned the Onboarding > Onboarding Employees > Meet Your Team sub-feature in the Features tab of System Admin > Roles.
• The Meet Your Team section must be added to the new employee's onboarding policy. See Add the Meet Your Team Section to an Onboarding Policy.
• Team members must complete their biography so that the new employee can see their information. For more information, see "View Your Personal Information" in the Employee Guide.

About Meet Your Team

The Meet Your Team section in Getting Started welcomes new employees with an introductory message, introduces them to the team members who they will be working with, and provides access to a view of their team's organizational structure.

By default, Meet Your Team sections are configured based on the employee's onboarding policy, and populated with team cards based on the company's org hierarchy. For example, you could have sections for managers, immediate team members, and direct reports.

You can add additional sections to include other types of team members. You can also customize each section by editing its description or updating its list of team members to include employees outside your team's org hierarchy who new hires might need to know.

It’s best to keep your lists to 25 or fewer employees per section. You don’t have to worry about selecting a person twice or adding someone who’s no longer with your organization. The application saves terminated employees but doesn’t show them to new employees.

Customize Meet Your Team

Role feature access: Onboarding > Onboarding Employees > Meet Your Team

To customize Meet Your Team for a new employee:

1. Go to Onboarding > Onboarding Employees.
2. Click the name of the new employee to open their slide-out panel.
3. Click the Meet Your Team tab.
4. You can expand each section to see the list of team members who will be shown to the employee in the section.
5. To adjust the list and update other properties for each section:
   1. Click the edit icon () for that section.
   2. Update the title and description if needed.
   3. Note: You cannot update the title for sections that are part of your organization's onboarding policy. If you change the description of one of these sections, your change will not be visible to any other new employees also assigned to this onboarding policy. To make changes that apply to everyone assigned to an onboarding policy, see Add the Meet Your Team Section to an Onboarding Policy.
   3. Add as many employees as you want in the Select Employees section. You can either:
      • Select employees from the Choose Employees drop-down list. You can start typing their name in the field to narrow down the selection. Then click Add.
      • Click the search icon () to filter the employee list. After you use the filter to narrow down the list of employees in the left column, select employees from this column, click the add arrow to move them to the right column, click Select, then click Add.
   4. Note: The controls in the Select Employees section respect employee security, and you will only see employees who you have the authority to see.
   4. To change the order of team members in the list, use the up and down arrows.
5. You can add another section if you want to introduce the employee to a team of people that is unique to their onboarding experience. Click Add Section, enter the new section's title and description, and select the employees for that section.
6. You can adjust the order of the sections by using the up and down arrows next to each section.
7. Click Save.