How to Set Up Your Onboarding Settings

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Giving your new employees a seamless, well-organized, and enjoyable Onboarding experience is essential to creating a great first impression. The Onboarding Settings in Humi allow you to easily ensure that every new hire has a successful start to their career with your company.

Humi allows you to define the information you need to collect from new hires, send a welcome message and Onboarding video, set up task reminders, and even send fun icebreaker questions. This article will explain how to customize your Onboarding settings and set your team up for success.

To get started, navigate to People, click on the Settings tab and select Onboarding from the dropdown.

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Collect Employee’s Banking Information

This section allows you to determine whether you’d like to require all employees to enter their banking information during Onboarding. There are two options to choose from: Yes or No.

If Yes: By default, all employees will be required to provide banking details during Onboarding.

If No: By default, all employees will not be required to provide banking details during Onboarding. You can still require banking details from individual hires by toggling on the option to Automatically sync to Humi Payroll when adding them to Humi.

Are you using Humi Payroll?

If you’re hoping to pay employees through Humi, you’ll need their banking information to process payments.

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  1. To select your desired option, click Edit in the upper-right corner
  2. Choose the setting you’d like to enable
  3. Lastly, click Save to enable it in Humi

 

Default Welcome Message

The Default Welcome Message is what your new employees will see during Step 1 of the Onboarding flow.

Here's an example of what it looks like to your new employees:

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  1. To add or update your default welcome message, click Edit in the upper-right corner of the Default Welcome Message section
  2. Enter the message in the pop-up box
  3. When you're happy with your message, click Save

Can I change the welcome message for each hire?

Yes! When you add a new hire to Humi, you’ll have a chance to review the Onboarding settings before sending their invite. In Step 4: Review, you’ll be able to change the welcome message to whatever you’d like.

 

Default Onboarding Video

An Onboarding video is an excellent tool for demonstrating your company culture, leaving a positive impression, and instilling confidence in joining your company.

You can include a video in this section for your new employees to watch during Onboarding. This video will automatically be added to the hiring flow and be displayed as an embedded video below your default welcome message.

Videos must be hosted on Youtube

Humi requires a YouTube video URL, so your Onboarding video must first be uploaded to YouTube.

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  1. To add a default Onboarding video, click Edit in the upper-right corner of this section
  2. Use the pop-up to enter a YouTube video URL and then click Save
  3. The video you entered will now be available in the hiring flow as the default option for all employees

Want to attach a different video for a specific hire?

You can change the video link for specific employees during the Review stage in step 4 of the hiring flow. Look for the Default Onboarding video section to replace the video link with the new video of your choice.

Once sent, the video can’t be changed

Once an employee's initial invitation to Humi has been sent, you can't edit the video link in their Onboarding flow.

 

Onboarding Reminders

Onboarding reminders are an excellent tool for ensuring everything is in place and ready for your new employee's first day.

Depending on the task, you can create Onboarding reminders for the employee, an admin, or a colleague and schedule them to be sent on the hire date, before the hire date, or after the hire date.

How to Add an Onboarding Reminder

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  1. To add a new default Onboarding reminder, click the + Onboarding Reminder button in the upper-right corner
  2. Use the pop-up to enter the reminder details
  3. When you’re ready, click Save
How to View and Edit Default Onboarding Reminders

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  1. To view or edit your existing Onboarding reminders, scroll down to the Onboarding reminders section
  2. Click the three dots on the right and click Edit
  3. Use the pop-up to make any changes
  4. When you’re ready, hit Save to update the reminder in Humi
How to Delete an Onboarding Reminder

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  1. To delete an existing Onboarding Reminder, scroll down to the Onboarding reminders section
  2. Click the three dots on the right and select Delete
  3. A pop-up will ask you to confirm your decision
  4. Click Delete again to permanently remove the reminder from Humi

 

New Hire Questions

Finally, the last section is New hire questions. These questions are meant to be fun, icebreaker-type questions that will help the new employee share a little bit about themselves. The answers to these questions will be shared in an introduction email sent to all active employees on the new hire's start date.

To help get your ideas flowing, here are some examples:

  • If you could be any animal which one would you choose?
  • Where do you want to go for your next vacation and why?
  • What's a secret talent that you have?

Employees must answer to complete Onboarding

If you set up new hire questions, Onboarding employees must enter responses to the questions to move to the next Onboarding step.

How to Add a New Hire Question

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  1. To add a new hire question, scroll down to the New hire questions section, and click + Add question
  2. Enter the question in the pop-up
  3. Click Save to add the question to your Onboarding flow
How to View and Edit an Existing New Hire Question

 

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  1. To view or edit your existing new hire questions, scroll down to the New hire questions section
  2. Find the question you'd like to adjust, click the three dots on the right, and select Edit
  3. Use the pop-up to make any changes
  4. When you're ready, click Save to update the question in Humi
How to Delete an Existing New Hire Question

 

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  1. To delete an existing new hire question, scroll down to the New hire questions section
  2. Find the question you’d like to remove, click the three dots on the right, and select Delete
  3. A pop-up will ask you to confirm your decision
  4. Click Delete again to permanently remove the question from Humi

 

That's it! You've officially set up your default Onboarding settings. Use the links below to learn more about everything you can do in our powerful People module.

  Discover more about People

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