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Journeys are managed from the Journeys area by Admin and HR. Journey requires the Journey capability (platform.journey), included on Basic/Starter and above and in Careersome Light.
Assigning a Journey (Admin/HR)
- Browse templates for the program type you want (onboarding, growth, retention, or performance). You can use a standard template or a fork your company has customized.
- Optionally fork and edit a template first to tailor its checkpoints to your organization.
- Assign the template to a specific employee. Assigning creates that employee's milestones with due dates.
Tracking progress
- Open the assignment detail view to see each checkpoint's state: complete, upcoming, overdue, or at risk
- Admin/HR can see assignments and progress company-wide; the snapshot summarizes today's due items and active Journeys
- Managers can see progress for their direct reports, including manager-only risk flags and AI signals
- Employees see and complete their own checkpoints
Completing checkpoints Employees mark their own checkpoints complete as they reach them, which moves their progress forward.
Cancelling an assignment If a program is no longer relevant (for example, the employee changed roles), Admin/HR can cancel the assignment.
Good practice
- Fork and customize a template before assigning if the standard checkpoints do not fit
- Keep reporting managers accurate, since manager tracking is scoped to direct reports
- Cancel assignments that are no longer relevant so dashboards stay clean