Create a new journey
When creating a new journey, consider the specific moment or event that the employee is experiencing, such as a new employee joining the company or an existing employee's performance review. Understanding this will aid you in adjusting your journey settings, which can be modified later if needed.
Team
The Journey Team includes all participants involved in a journey, such as onboarding or performance reviews. Participants can consist of the employee, their manager, peer advisors, and sometimes HR representatives or journey administrators. Each participant has designated tasks and responsibilities to ensure the journey progresses smoothly.
This structure promotes accountability and support, ensuring tasks are completed on time while the employee receives both professional and personal assistance. Clearly defining roles and assigning appropriate tasks to each participant is essential for effective management of the journey because it ensures that everyone contributes to the employee's smooth progression through the journey.
Stages and content
To assist participants in successfully completing necessary actions, such as filling out forms, finishing training, or attending meetings, it's important to include relevant content in each stage of their journey. To set up these stages effectively, start by identifying the different stages of the journey, determining their sequence, and defining their duration in days.
Hero Content and Featured Content play crucial roles in enhancing both the visual and informational aspects of each stage. These types of content are prominently displayed to highlight important information or instructions, helping participants stay on track throughout their journey.
Hero content
Hero content is the main attention-grabbing content at the top of the page for the stage. It usually includes an image or banner, along with key messages that highlight the purpose or significance of that stage. Hero content helps guide the participant by providing context or motivation for the tasks ahead, ensuring they understand the stage’s importance.
Featured Content
These are knowledge articles created with the Knowledge Management product. They are tagged with the same content category as the journey, ensuring they appear in the journey's featured content. These articles can include important information such as instructions, relevant links, or concise descriptions of the tasks associated with that stage. See our knowledge base article, About Knowledge Management.
Activities: Tasks & Notifications
Journey Activities are tasks or notifications that guide participants through steps in the journey, such as onboarding, training, or performance reviews. These activities ensure that all journey participants complete their tasks on time throughout the journey.
Tasks
Here are some variations of tasks that can be assigned:
Mark as Complete
A simple task where the participant records completion by clicking the "Mark as Complete" button. For example, the manager's task of "Introducing the new hire to the team" as part of the onboarding journey.
Assign Individual to a Participant Role
This task is used when one of the participants, such as a buddy, needs to be manually assigned after the journey has been created. For example, this is the manager’s task, "Assign a buddy," in the onboarding journey.
Standard Task with Custom Logic to Close
This task functions similarly to the simple Mark as Complete task, but it does not include a completion button. Instead, the closure of the task is handled through custom logic. For example, an employee's task titled "Complete assigned learning" is automatically closed in the background once they finish their training courses.
Custom Task
A task that can be fully customized and requires specific configurations, such as completing a form. For example, "Complete onboarding forms" as part of the onboarding process.
Notifications
Notifications inform participants and stakeholders, like managers and peer advisors, about upcoming or overdue tasks. They help keep the journey on track by triggering at specific points, ensuring timely communication and action.
Together, tasks and notifications provide a well-structured framework for all journey participants, ensuring employees receive the guidance and support needed to progress smoothly through the journey.
Quick links
Quick Links are convenient shortcuts to essential resources, documents, or tools participants may need during their journey. They provide quick and easy access to essential materials like company policies, training guides, or onboarding forms without navigating multiple pages. Quick Links improve the user experience by supporting tasks and activities, ensuring participants have everything they need to complete actions efficiently. This helps to streamline the process, reduce confusion, and keep participants focused on smoothly progressing through the journey.
Settings
Journey Settings are the configuration options that define the journey's name, description, Automatic Enrollment, and eligibility criteria.