The New manager journey template adds functionality to help you give new managers the support and encouragement they need to flourish in their new positions. You first need to install the Journeys template to be able to manage your journeys and the Home page template.
This template adds functionality already documented in other template articles. See our knowledge base articles:
- Person model
- Badge cabinet
- Profile
- Countries
- Personas
- Content Categories
- Knowledge articles
- FAQs
- Useful links
- Highlights
- Alerts
- Searchable navigation
Prerequisites
- Install the Journeys, Manager views, and Profile templates.
- On the Journeys page, add the new manager journey and then assign the journey to the employee. See our knowledge base article, Journeys.
- Make sure you assign yourself the HRSS user role, see our knowledge base articles, Roles: Employee, manager, and HRSS, and Assign or revoke a role.
Workflows
This template adds workflows to the Person journey model to facilitate the handover of an employee to a new manager.
It also adds these workflows to the Buddy model.
Pages
The template adds the New manager onboarding page.
On the Mentors block, select ADD to add a mentor for the new manager, which opens the Mentor page in a modal window:
Menus
The template also adds the New manager menu: