FAQ: Onboarding Experience

You can’t change stage triggers or delete a stage after you have assigned an onboarding plan to an individual. Changing the stage trigger or deleting a stage could disrupt the individual’s progression through a plan.

Any stages that the new hire has already reached will stay unchanged, but future stage triggers will adjust based on the new hire date.

No, you can only move forward through onboarding stages. To ensure new hires don’t miss important content, use the

Content Available Until End Of

field. This allows you to set a specific number of days to keep content accessible, so it remains available for review throughout multiple stages of their onboarding. You can configure this using a related action from the stage content after setting up the stages .