A journey is a structured, interactive workflow that guides users through tasks based on milestones or events. Journeys break complex processes into manageable steps and can be customised for different users, such as new employees, managers, or external partners.
Journeys objective
Journeys help employees complete tasks with the proper guidance at each stage. You can use them for many purposes, for example:
- Onboarding – Welcome new hires, assign mandatory training, introduce key contacts, and help them settle in.
- Performance management – Support performance goal setting, reviews, and assessments.
- Offboarding – Ensure a smooth, compliant exit process for departing employees.
- Learning and development – Structure training and certification programmes so employees can track progress.
Journey components
A typical journey includes the following key components:
Activities
Each stage includes tasks and actions that users must complete, such as submitting forms or attending meetings. These tasks may be manual or triggered automatically by the system. Completing them moves the user forward through the journey.
Reminders
Reminders are notifications sent to users and managers to help keep the journey on track. They alert users about upcoming tasks or important milestones.
Stages and content
Journeys progress through time-based stages, such as "preboarding", "day 1", "week 1", and "first 90 days". These stages are triggered by specific dates or actions, enabling employees to progress at a steady pace.
Quick links
Quick links provide easy access to essential resources, tools, and documents at every stage. You can tailor them based on user persona, location, or role, ensuring employees have what they need when they need it.
Team
Journeys often involve multiple participants, including employees, managers, and buddies. Each role has distinct responsibilities and a customized perspective on the journey.
How Journeys Work
Journeys begin when a triggering event occurs, such as when a new employee’s data is imported from a third-party HR system. From there, the platform assigns relevant tasks, like scheduling a manager meeting or completing compliance forms, based on the journey’s setup.
Journeys move forward based on a timeline, not task completion. Tasks are marked as completed or overdue, and progress is tracked automatically. By the end of the journey, the employee will have completed all key actions needed for that process, whether it’s onboarding, offboarding, or a performance-related workflow.
Benefits of using journeys
Consistency
Ensure all employees follow the same structured process, reducing variability and improving compliance.
Automation
Reduce manual admin by automating task assignments, reminders, and transitions between stages.
Tracking and Reporting
Managers and administrators can monitor journey progress, identify delays, and take action on issues early.
Personalization
Tailor journeys by role, department, or region, so users receive relevant, contextual information.
Journeys turn complex processes into clear, repeatable experiences. By guiding users through the right tasks at the right time, they help reduce HR admin, improve employee experience, and deliver more consistent outcomes across the organisation.