Your Culture Connect page is live, and your New Hire Announcement is ready - now it’s time to set up Journeys!
Journeys are customizable onboarding checklists designed to guide new hires through their first days. You can integrate your existing onboarding activities into Cooleaf and motivate completion with points and rewards.
Getting Started
- Navigate to the Onboarding tab in the Manager Panel.
Select Journeys, then click Create New Journey.
Enter a name and description for your Journey.
- Click Create.
If your New Hire Announcement is already configured and active, your welcome message and video will automatically appear in the Journey settings.
Adding Custom Tasks
Click Add Onboarding Phase to group related tasks. You can assign points to each phase to incentivize completion.
- Set the due date (in days from the hire date) and the points awarded upon completion.
- Click Save.
To add individual tasks:
- Click Add Task within a phase.
- Define the task details.
- Mark tasks as optional if they shouldn’t be required for earning points.
You can add as many phases and tasks as needed. When you're done, proceed to Settings or choose Save as Draft.
Assigning Journeys
- Click Add Employee Groups to choose which employees will receive this Journey.
- You can target groups based on any organizational structure level.
Note: When using the "and" condition, employees must meet all selected criteria to receive the Journey.
Final Steps
- Click Save and Publish to make your Journey live.
- To automatically assign Journeys to new hires on their first day, ensure Automatic Assignment is toggled on in both the Journey Settings and Onboarding Settings.