Tutorials3 of 5
Build and publish an onboarding plan
Start from a sample plan, adjust tasks and owners, set due rules and critical blockers, add check-ins, and publish the plan that new journeys start from.
Tutorials (5)
Before you start
Who can do this: HR and organization admins.
- A rough list of what must happen before day one, on day one, in the first week and during probation — and who does each thing.
- Departments or locations set up, if this plan is only for some new hires.
- The colleagues who own tasks (for example IT or facilities) invited as members.
Steps
Step 1: Start the plan
Go to Templates → Onboarding plans and choose New onboarding plan. Under Start with, choose the sample closest to your new hires — the standard plan, or one for office, remote, engineering, sales, intern, people-manager or frontline roles. Enter a Name (required). Under Applies to, keep “Any department” and “Any location” for a plan for everyone, then choose Create template.Step 2: Review the draft
The draft lists the tasks by stage — Preboarding, Day 1, First week and Probation. Read through them and use Edit to change titles, owners or due rules, or Remove for tasks you don’t need.Step 3: Add your own task
Choose Add task and fill in:- Title (required), for example “Set up building access”, and a Description (optional).
- Stage: Preboarding. Task type: Action.
- Done by: Specific member, then pick the colleague under Member.
- Due: 5 days, before, start date.
Step 4: Decide what is critical
Tick Critical blocker on tasks without which the person cannot start — a signed contract, equipment, access. Critical blockers are always required. Untick Required for nice-to-have tasks: they are not counted in readiness.Step 5: Add check-ins
Add a task with Task type Review and Done by Manager, due for example 30 days after the start date. Add another due 14 days before the probation end as the final review. Use whatever offsets suit you — there is nothing fixed about 30, 60 or 90 days.Step 6: Put tasks in order
Use Up and Down to move a task within its stage. Check that each stage reads in the order the work actually happens.Step 7: Publish
Choose Publish version 1. The plan is now Current: every accepted offer it applies to starts a journey from it. Journeys that already started keep their own version.Step 8: Change it later
Published versions never change. Choose Start a new draft, make your changes and publish again: new journeys use the new version, and the old one is kept in the version history as Replaced.
What happens next
To see the plan at work, send an offer to a test new hire and accept it: their Tasks tab shows the journey created from your plan, with owners and due dates filled in.