Set Up Onboarding Policies

Onboarding Guide

Version
R2025.1.0
Set Up Onboarding Policies

About Onboarding Policies

An onboarding policy defines the onboarding experience for a new employee. You can use an onboarding policy to customize what appears in the Getting Started feature when employees first log in to Dayforce.

If your organization has different employee populations that require different tasks for information during their onboarding experience, you can configure multiple onboarding policies. By delivering the right content based on the job, role, or country of each employee, the onboarding experience better engages the new employee, driving productivity from day one and beyond. For example, you might have different lines of business or different geographical locations, such as countries or states, that require different onboarding policies.

In general, you will want to define a different onboarding policy for a group of employees when the following conditions exist:

  • The onboarding features available in Getting Started need to be different.
  • The onboarding experience is significantly enhanced by having a different welcome message (for example, managers of teams might need a different welcome message than new employees without direct reports).
  • The onboarding experience is significantly enhanced by providing a different set of resources (for example, employees located in the United States might require different resources than those located in Canada).
  • The onboarding experience is significantly enhanced by providing a different set of key people in the organization.
  • The onboarding experience needs to be presented in a different language.

Keep in mind that the more policies you create, the more maintenance is required. It is recommended that you carefully plan your onboarding policies.