Create Onboarding Setup Templates

Administrator Guide

Configure condition rules on the

Create Onboarding Setup Rule

task.

Security: Set Up: Onboarding
domain in the Onboarding functional area.

Streamline the Onboarding process by creating Onboarding setup templates for different organizations and worker types. Managers use Onboarding setup templates to populate worklets on the

Onboarding

dashboard. Onboarding setup templates save your organization time and enable a consistent Onboarding experience among like workers.

Access the

Maintain Onboarding Setup Template

task.

As you complete the task, consider:

Optie	Omschrijving
Condition Rule Applied	Set condition rules for each template so Workday automatically populates the correct template in the Inbox task of the manager.
From My Manager	Write a welcome message to the new worker.
People to Meet	Select up to 10 important people for the new worker to meet, such as mentors and coworkers. You can send a notification to the people you select that encourages them to welcome the new worker. You can only select roles assigned to supervisory organizations.
Helpful Contacts	Select up to 10 people who could be helpful contacts for the new worker, such as benefits and HR partners. You can only select roles assigned to supervisory organizations.

The

Select People

field takes precedence over the

Select Role

field in the

People to Meet

and

Helpful Contacts

sections.

Managers receive the

Onboarding Setup

inbox task with the Onboarding setup template. The manager can further customize the content of the template to satisfy their needs.

(Optional) Create condition rules for announcing the

Onboarding

dashboard on the

Create Announcement Rule

task.