Publish and Assign Onboarding Policies

Onboarding Guide

Version
R2025.1.0
Publish and Assign Onboarding Policies

The onboarding policy you assign to an employee determines the content that they'll see in their Getting Started screen, and the tasks they and their managers will need to complete.

Before you assign onboarding policies, you must publish them:

Then, you can assign onboarding policies to employees in the following ways:

You can unassign onboarding policies for individual employees in the People feature: