New Employee Onboarding
Would anyone be open to sharing how they format their new hire onboarding? Specifically I'm curious about how content is assigned (I don't think you can make a Smart Group of New Hires, so what are you doing instead?)
Also, do you put content together in a program for new hires or what have you found that works, utilizing due dates, etc.?
Hey Jen - we have muliple programs built out in regards to onboarding depending on the type of new hire they are. We also hae the beta of Jounreys so we have been heavily using that to string these programs together. We have created Smart Groups and you can add a column to help disinguish what smart group a new hire will need to be added to and automatically enrolled in a program. An example of a column we have is individual contributor, People Leader (Manager) or Executive Leadership. That column has really helps us for auto enrolling new hires in the correct Program. We have our new hire Journeys that are 90 days - 6 months depending on the type of new hire they are and we use deadlines and due dates for courses, checkpoints, live trainings, etc. Hope that was somewhat helpful!
We use a program for onboarding. There are a few people who have figured out some workarounds for assigning by hire date, but we only have a handful of people starting at the same time so we haven't had to try anything that fancy.
We have one program for general orientation, one for one of our specific locations, and we are also working on programs for each job classification. Those are assigned by smart group based on the employee's group (director), department (manager), location, job title, etc. We even added in the employee name as a custom column so we can eliminate an individual person if needed.
You do have to be sort of careful with smart groups because they don't have cascading permissions beyond two levels. This means that you can say this group but not this department (2 conditions) or this department but not this job title within the department (still two conditions). However, you can't say add one group and one department but subtract a certain job title from the group (3 conditions). Anything that takes a third condition requires multiple groups. We have explained the need for more robust smart groups in a feature request. If you are unable to accomplish your goals, I recommend you do the same!
Jen Vollmuth for sure - shoot me an email firstname.lastname@example.org and we can set up some time. Im OOO tomorrow but have time next week. TY!
We just use the Smart Groups organized by job title as a custom field as rolling enrollments for onboarding and haven't had an issue. We're doing our onboarding virtually and require new hires to have an active account in our systems to begin onboarding. Once the account is active, it gets fed into Bridge and the Smart Groups do the rest of the work to enroll the new hire in the appropriate courses and Programs based on their role. By the time the new hire is ready to log into Bridge, everything is in place.
As for existing staff, we called a couple plays early on. Most of them had completed most of the training in the onboarding programs, so we went ahead and notified them they may receive refresher training when the Program was set up. Enrolling everyone wasn't too painful. I did force some completion for some folks who had been with the company a long time and were missing more of the completions.
New enrollments are managed outside of the Program. So, we have a new course this week, we enroll everyone applicable, and once that enrollment is done, then I add it to the appropriate Program for new hires. For a new hire, both enrollments will show up on their My Learning page, which has caused confusion sometimes, but it's generally pretty tidy.
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