How to set up a time-based Onboarding Plan

A time-based Onboarding Plan will allow you to plan your users' training on a timetable, based on the duration you have selected for your profile. 

Once you are in the profile that you want to set up the flow for, just click on the Open arrow to start planning the training. The timetable you will see depends on the time units set and the duration you entered while creating the profile.

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The profile in this example has a duration of 7 days, so once clicking the “Open” button the Plan will expand starting on Day 1 till Day 8.

The admin/manager can click on the + sign under each Day Number to select the training that will be set for this day. So, if the admin/manager clicks the + sign under Day 1, 4 different options will be presented.

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1. Add Course

By clicking the Add Course, two options are displayed for you: to Assign the course or Invite users to Enroll.

Screenshot_20.pnga) Clicking Assign will allow you to set the duration for the course training and then select the course.

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The courses can be filtered based on Jobs or Skills as long as the correlation has been set in the Skill Management Module.

Once a course is selected, a Save button will appear and the admin will be able to add the course in the day selected. A new line will be created under the Days/Weeks plan with the new course and its duration. 

b) Clicking Invite to Enroll will allow you to select the day/week the users will be invited to enroll in the course, and then select the course.Screenshot_23.png

The courses can be filtered based on Jobs or Skills as long as the correlation has been set in the Skill Management Module.

Once a course is selected, a Save button will appear and the admin will be able to add the course in the day selected. A new line will be created under the Days/Weeks plan with the new course showing under the day/week that the invitation will be sent.

In both cases, the admin will be able to modify the course by clicking on the icon as presented below:

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2. Add Curriculum

By clicking the Add Curriculum, two options are displayed for you: to Assign the curriculum or Invite users to Enroll.
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a) Clicking Assign will allow you to set the duration for the curriculum training and then select the curriculum.
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Once a curriculum is selected, a Save button will appear and the admin will be able to add the Curriculum in the day selected. A new line will be created under the Days plan with the new Curriculum and its duration. 

b) Clicking Invite to Enroll will allow you to select the day/week the users will be invited to enroll in the curriculum, and then select the curriculum.

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Once a curriculum is selected, a Save button will appear and the admin will be able to add the Curriculum in the day selected. A new line will be created under the Days/Weeks plan with the new curriculum showing under the day/week that the invitation will be sent.

In both cases, you are able to modify the Curriculum by clicking on the icon as presented below:

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Please note that "Invite to enroll" activities will not be included in the total stats calculation in the Onboarding Dashboard or in My Dashboard (Onboarding tab). Moreover, for the Invite to Enroll activities stats will not be displayed per activity.

3. Add Message

Clicking the Add Message option will allow you to set a message that will be delivered via email to the employee. You can set the day (or week) that the message will be sent, the body of the message, and who will be the sender of the email.Onboardings.png

Please note:

The "Sender" dropdown list is populated with the role of the Admin as well as the roles of the Managers that:
- are directly associated with the users included in the onboarding profile and 
- have the Send Announcement permission enabled

4. Add Assessment

Clicking the Add Assessment option will allow you to set the skills that need to be assessed the day (or week) selected. You can select the skills (it is required to have the skills created in the Skills Management Module) to be assessed and then select the assessor. The Heads of the Above Units that have permission to Assess Employees Performance will be presented in the list. When the onboarding criteria are met the user will have to be assessed on the given day on the skillset that is set in the onboarding profile.

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Once the Training plan for the onboarding profile has been designed, the admin can activate the profile. All current employees that need to be assigned to the training will be included in the profile.

You can also combine the time-based flow with the activity-based flow. Learn more on the activity-based flow here: How to set up an activity-based Onboarding Plan

Read also: Setting up your Onboarding plan

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