An onboarding plan is a newcomer's collection of activities and goals that can be customized to the specific needs of the role.

A template is a collection of activities and goals that you can reuse. When creating onboarding plans, you can turn them into templates to save time in the future and create a repeatable process, so you don’t need to start everything from scratch every time.

Scheduling the first day invitation for a newcomer is a straightforward process. Once you have finalized the onboarding plan, schedule the first day invitation by following these steps. At the scheduled time, a notification will be automatically sent to the newcomer. This notification will contain a link enabling the newcomer to set up their account and access their activities seamlessly.

A pre-arrival invitation is designed to grant newcomers access to activities assigned to them before their official first day. Once it is set up, on the day of the start of their pre-arrival activities, the newcomer will receive a notification containing a link to access and complete their pre-arrival activities. It's important to note that the pre-arrival invitation only grants access to pre-arrival activities. For post-arrival activities, the newcomer will need to utilize the link provided in their first day invitation notification. If you need further assistance or clarification, refer to our help article on invitations or reach out to our support team for guidance.

Tags serve as handy tools for categorizing and organizing your plans and templates. Here's how they function:

By leveraging tags effectively, you can streamline your workflow and enhance the accessibility of your plans and templates. If you require further guidance on utilizing tags, don't hesitate to reach out to our support team for assistance.

Archiving a plan results in its concealment from the list of plans, but it doesn't restrict access to its activities for assignees. Here's what you need to know:

Understanding the implications for archiving ensures efficient plan management while maintaining accessibility for ongoing tasks. Should you require further assistance regarding archived plans, don't hesitate to reach out to our dedicated support team for guidance.

Dates and times are displayed based on the context. For instance, when viewing an onboarding plan's page, the dates and times are presented in the plan's time zone, which can be viewed and adjusted by modifying the plan's first day. Alternatively, in other contexts, such as general user interfaces, dates and times are shown according to the user's specified time zone, which can be configured within the user's profile page. This flexibility ensures that users can easily interpret and manage schedules irrespective of their geographical location.

To sync an activity to its assignees' calendars, add a meeting to the activity. This triggers a meeting invitation sent via email to all the assignees. Upon acceptance, the activity seamlessly integrates into their calendars. Additionally, if assignees choose to send their responses to the meeting's organizer, you can view their responses in Onboarding.

Onboarding roles streamline activity assignments within your onboarding process. Here's how they function:

By utilizing onboarding roles, you optimize the efficiency of your onboarding process, ensuring clear responsibilities and streamlined task assignments. Should you need further assistance in configuring roles or any related inquiries, feel free to read our help article on roles or contact our support team for personalized guidance.

The freemium includes core features of Workleap Onboarding. It's limited to 1 onboarding template. To activate your freemium account, it’s easy: create your account, and you are ready to go. No credit card required.

The only difference between our plans is the allowed number of templates: 1 for the Free plan, 3 for the Starter plan, 10 for the Essential plan, and an unlimited amount for the Pro plan. Other than that, all of our plans offer the same features and an unlimited number of users.

You can pay using a credit card or via wire transfer.

Support is available Monday through Friday, 9 am to 5 pm Eastern Time. You can use our website chat or email us at [email protected].