Setting Up Your Training and Adding Tracks
Set up a central onboarding area to guide new team members through essential business information, policies, and systems using interactive, pre-built training tracks.
🏢 Step 1: Setting up the Main Area
Create a dedicated central hub to ensure a smooth, professional onboarding experience for your new hires.
- Navigate to your dashboard and create a main area for new team member onboarding.
- Provide a clear overview within this section, including basic business information, company history, and team structures.
🧭 Step 2: Guiding New Team Members
Help your new hires build momentum by directing them to the most critical documentation first.
- Set Expectations: Encourage new team members to prioritise reviewing all core policies and systems within their initial day or week.
- Save Time: Utilise existing learning tracks without reinventing them, ensuring every department head follows a consistent training framework.
🎓 Step 3: Adding Policies to Training
You can easily sync your existing policies into a structured training curriculum.
- Open your target training track and enter Edit Mode.
- Locate the policy you want to include, copy its URL, and paste it directly into the training area.
- Indicate the required time for completion in the duration field.
- Click to include it in the training track officially.
📌 Important Note
Once a training track is built, you can hit Run in the training track area. This will instantly open a new, clean window where you can view just those specific items in the training track and quickly toggle through from one system to the next without distraction.
🎉 You're All Set!
Your onboarding flow is ready for action. Your new team members can now complete their training tracks efficiently, getting them up to speed in record time!