Define Key People

Key people are those people in your organization that you feel a new employee should be aware of when first coming into your organization, such as managers, HR professionals, or other important individuals. The key people you configure will be available to add to the Key People section of the onboarding policy configuration.

Role feature access: Onboarding Setup > Key People Configuration

To define key people:

1. Go to Onboarding Setup > Key People Configuration.
2. Click New.
3. To find the person you want to add, do one of the following:
   • Enter the person's name or employee number.
   • Use the filter to narrow the results.
4. After adding people, click the edit icon () to define the description for the key person. The application opens a dialog box where you can modify the description:
5. 
6. Descriptions are limited to 500 characters. You can localize descriptions for each of the culture settings used by your organization.
5. Click OK.
6. Repeat steps 2 through 5 for any additional key people you want to define.
7. Click Save.