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Guides by topic, quick fixes for everyday problems, and a way to reach us when you are stuck.
Browse by topic
Each guide explains one part of DayOneFlow with the labels you see in the app.
Getting started
Roles and permissions
New hires
Offers
The new-hire portal
Onboarding plans and journeys
Tasks
Joining readiness
Probation and confirmation
Looking for something else? See all documentation.
Common questions and fixes
The problems HR teams run into most often, and what to do about them.
A candidate says their link has expired or doesn’t work
Open the new hire’s page and, on the Overview tab, choose Email a new link on the New-hire portal card. Each new link replaces the previous one, so ask them to use the most recent email.
More in “The new-hire portal”A link was forwarded or may have been seen by someone else
On the same card, choose Revoke link and Revoke now — the link stops working at once — then Email a new link.
More in “The new-hire portal”The offer email went to the wrong address or didn’t arrive
If the address was wrong, correct the Personal email (required) with Edit, then choose Resend email on the Offer tab. If the tab shows the email failed, use Retry email (DayOneFlow also retries on its own). If it was sent, ask the candidate to check their spam folder.
More in “Offers”“Send offer” is greyed out
Look at the Before sending checklist above the button. Usual causes: unsaved changes (choose Save draft), no salary, an accept-by date in the past, or a missing value such as [Department not set] — fill it in on the record or remove that line.
More in “Offers”The candidate asked for changes
Their request is shown on the Offer tab. Under Revise the offer, choose Revise offer, make the changes and send the new version. It replaces the earlier one.
More in “Offers”An accepted new hire has no tasks
No published onboarding plan applies to them — the Tasks tab says so. Publish a plan under Templates → Onboarding plans, then choose Start the onboarding journey on the Tasks tab.
More in “Onboarding plans and journeys”A task says “Unassigned”
If the new hire has no manager, set the Manager with Edit: their manager tasks move to that person. If the owner has left, choose Reassign… on the task. Until then it shows as an unassigned blocker in readiness and in the HR queue.
More in “Tasks”The start date has changed
Choose Edit → Change start date, enter the New start date and choose Preview change first. Check which tasks move, then Apply change. This is possible until the first day.
More in “New hires”A manager can’t see a new hire
Managers only see new hires where they are set as the Manager. Set them on the new hire’s record with Edit, and check their membership is active.
More in “Roles and permissions”A colleague never received their invitation
Under People & Structure → Open invitations, check the address and choose Resend. Invitations are valid for 7 days; an expired one can be resent too.
More in “Team, departments and locations”The probation end date can’t be edited
From the first day, probation dates change only through a decision. On the Probation tab, use Record the outcome → Extend to set a later end date.
More in “Probation and confirmation”An employee can’t find their confirmation letter in the portal
Showing it in the portal is off by default. An admin can tick Show the confirmation letter to the employee in their portal in Settings; HR can always download it from the Probation tab.
More in “Organization settings”
Contact support
Can’t find the answer? Write to us and we’ll help you work it out.
Send your question to support@dayoneflow.com. To help us help you, include:
- Your organization’s web address (the part after /app/).
- The page you were on and what you were trying to do.
- What you expected to happen, what happened instead, and roughly when.
- Any message shown on screen, copied as text.
Keep personal data out of email
Are you a candidate or a new hire?
Your offer, tasks and details are managed by the organization that is hiring you. Please contact them directly: their contact email, and your manager’s name, are on your portal’s home page under Need help?
If your link has stopped working, ask them for a new one — it will arrive by email. For your security, DayOneFlow support doesn’t send portal links on an organization’s behalf.
Questions about your personal data? See our Privacy Policy.