Set up your "Onboarding" settings

If you want to ensure a great onboarding experience for your new hires, you can define the information you need from them, send a welcome message and onboarding video that they'll see when completing their Humi onboarding from the "Settings > Onboarding" tab in the "People" module. 


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This article will explain how to set up this page, including:

General Settings 

In this section, there are four options that you can toggle on:

  • Banking information is required for all employees
  • Collect new employee's banking information during onboarding
  • Send hiring questionnaire to new hires by default
  • Send a welcome message to new hires by default

To activate any of these options, click on the switch to toggle it on, and it'll change from grey to green.

If all options are activated, all employees will have to input their banking information before they can complete onboarding to become active in Humi. In addition, the hiring questionnaire/welcome message will be sent to them by default. 

Default Welcome Message

The default welcome message is the message your new employees will see during Step 1 when activating their Humi account to start the onboarding process.

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

Greeting_copy.png

To add a default welcome message, click "Edit" in the top right corner of this section and enter the message in the pop-up.

Default Onboarding Video 

In this section, you can add an onboarding video for your new employees to view during their onboarding. This video will automatically be added to the hiring flow and be displayed as an embedded video below your default welcome message. 

The onboarding video is a great tool to show your company culture, leave a positive impression and instill confidence in their decision to join your company.  

Important note

Humi requires a YouTube video URL so your onboarding video must be uploaded to YouTube.

Add your onboarding video

Summary

People > Settings > Onboarding > Default Onboarding Video > Edit > Enter the YouTube URL > Save

1. Click "Edit" on the top right corner of this section, and a pop-up will display where you can enter the video's URL.  Screen_Shot_2022-05-18_at_4.06.13_PM.png

2. After adding the URL, click "Save."

The video you entered will now be available in the hiring flow for all employees; however, you can change the video link if you want to use a different one for specific employees.

To change the default video, during the fourth step of the hiring flow "Review," you'll see the "Default Onboarding Video" section where you can replace the video link with the new video of your choice.

Important note

 You can't edit the video link after the employee has been invited to Humi.

Onboarding Reminders

Onboarding reminders are a great tool to ensure that everything is set up and completed before the new employee's first day of work. 

You can create onboarding reminders for the employee, an admin or a colleague and set the reminder to be sent on the hire date, before the hire date or after the hire date depending on the task. 

To add onboarding reminders for new employees, click on the "+ Create Onboarding Reminder" button located on the top right corner of the setting page.

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This pop-up will appear where you can enter the reminder details and then click the "Save" button.

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Once you've added your onboarding reminders, they'll be displayed in this section. 

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 employee'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?"

Important

If you set up new hire questions, onboarding employees will have to enter responses to the questions to move to the next onboarding step.

Add new hire questions

You can add new hire questions for your new employees by clicking on the "+ Create New Hire Questions" button located in the top right corner of the setting page. Screen_Shot_2022-05-18_at_4.45.22_PM.png

Add the new hire question in the pop-up and then click the "Save" button. 

That's it, you've officially set up your onboarding settings and are good to go! Use the links below to learn more about all the things you can do in the "People" module. 

  Discover more about People
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