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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.

  1. Navigate to your dashboard and create a main area for new team member onboarding.
  2. 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.

  1. Open your target training track and enter Edit Mode.
  2. Locate the policy you want to include, copy its URL, and paste it directly into the training area.
  3. Indicate the required time for completion in the duration field.
  4. 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!