Concept: Onboarding Plans

This is the stage between Offer and the first day. Preboarding focuses on bridging the candidate and worker experience.

External preboarding is conducted outside of the Workday tenant using the

Candidate Home

login credentials. Example: When a candidate has an active plan assignment, they will see the

Onboarding

button on the candidate home page to be able to review information about their Day 1 activities, or view a video about the organization's culture, before their start date. Once the candidate has reached their

Hire Date

, or they have logged into their Workday tenant for the first time, the preboarding site will show a message to direct them to the Workday tenant for Onboarding (see below).

Internal preboarding is conducted within the Workday tenant using Workday credentials. Example: A new hire uses their Workday and organization login credentials to complete their Payment Elections task, before their start date.

You can provide your new hires with login credentials before their Day 1.

Onboarding is a continuation of the pre-boarding experience, delivering onboarding content to the new team members within the Workday tenant.

The Onboarding Plan surfaces tasks configured in the Onboarding business process, for new hires to complete and track their progress of onboarding tasks. You can use the Onboarding Plan to deliver content in stages over a configurable period of time, so as not to overwhelm your new team members.

Workday provides an entry point to the Onboarding Plan from the Workday homepage using a configurable onboarding card.

The Onboarding Planner is a centralized space for onboarding administrators to configure and manage Onboarding Plans and related content.

A configured period of time, in relation to the hire date, that shows the new hire defined content on their Onboarding Plan Assignment.

An Onboarding Plan Assignment is a structured series of tasks assigned to individual new hires with content that they must review and complete during their onboarding process. Depending on your business process configuration, these tasks can have target due dates to ensure timely completion. Example: An Onboarding Plan Assignment can include any or all of the following:

First-day office tour and workspace setup using a
Day 1 Card
.
Job-specific training modules, product or service knowledge training, and company culture immersion activities using
Videos
.
Compliance tasks using
Onboarding
business process tasks.
New hire-specific content delivered as a message, link, or video using an
Announcement
.
Company culture immersion information delivered as a short message or video using a
Highlight
.