Help Center/Onboarding FAQ/How do I assign an onboarding playbook?
Onboarding FAQ

How do I assign an onboarding playbook?

Playbooks are templates. Select people on Onboarding and assign one.

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Onboarding FAQ

Quick answers to the questions people actually ask about pre-onboarding, templates, tasks, and new hire tracking.
01
What is Onboarding and how does it work?From offer signed to fully ramped, in one connected flow.
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Can I trust the "employees at risk" number on my onboarding dashboard?Not currently, this metric is disabled and always shows zero.
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How do I assign an onboarding playbook?Playbooks are templates. Select people on Onboarding and assign one.
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What start date does pre-onboarding use if none is set on the offer?It defaults to 14 days out.
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Onboarding FAQ62 articles
How do I assign an onboarding playbook?

Playbooks in Careersome are onboarding templates. Open Hire & Onboard → Onboarding in the sidebar, select one or more employees, and assign the template. Tasks are created automatically from it. Creating and assigning templates is an Admin or HR action. Managers usually complete their own assigned tasks for the new hire rather than managing the template system.

Onboarding FAQ

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Previous

Can I trust the "employees at risk" number on my onboarding dashboard?

Not currently, this metric is disabled and always shows zero.

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What start date does pre-onboarding use if none is set on the offer?

It defaults to 14 days out.

Read ArticleOnboarding FAQ

What is Onboarding and how does it work?

From offer signed to fully ramped, in one connected flow.

Read Article

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