Set up onboarding workflow plans for every team

Getting started

Blissfully's onboarding workflows allow you to ensure that all of the tasks required to onboard new employees are clearly assigned and completed so that they're up and running as quickly as possible. To begin configuring your onboarding process in Blissfully, you'll need the following pieces of information:
  • Teams and members
  • Apps that are used by each team
  • Provisioners for apps
  • Other onboarding tasks that you want to track in Blissfully

Customizing each team's onboarding plan

Once you've created your teams and assigned app IT admins, the next step is to customize each team's onboarding plan. Navigate to each team's onboarding plan by going to the Onboarding tab on a Team Details page
Alternatively you can find each team's onboarding plan from by clicking the Edit icon for the Onboarding Workflow on the Gallery page
For each team's onboarding plan, you'll be able to add tasks that will need to be completed each time an employee is onboarded to that team. To add tasks to a team's onboarding plan, click the "+ Add Task" button on the top right.
You'll be able to select from several different types of tasks. Learn more about workflow tasks at the following page and in its child pages:

Launching an onboarding workflow

Once your teams are defined, onboarding plans customized, and IT Admins set, you're ready to begin onboarding employees with Blissfully. Onboarding workflows can be launched from the Workflow Gallery.
To launch an onboarding workflow, you'll need to input some information about the new employee joining your company. If you're using Blissfully to create the user's G Suite account (G Suite Automation integration required), you'll need to enter the employee's new company email address, first and last name, and personal email address to receive the account password.
If the employee's G Suite account has already been created, you can just search for their accounting under the "Existing person" option.
Next you'll need to input the employee's start date as well as their employment type. Note that this date will be referenced by any "Due" and "Start after" dates for onboarding tasks that are keyed off the employee start date.
You will then be able to select all the teams that the employee will be joining. You can unselect apps from the Required column and select apps from the Optional column to customize the apps that will be included in the employee's onboarding workflow.
You can then review a draft of the onboarding workflow with all of the tasks pulled in from the different teams that the employee will be joining. Here you'll be able to add comments to any tasks as well as remove tasks if needed before launching the workflow.
Upon launching the workflow, all task owners will receive a summary email of all of the tasks they have been assigned for the employee's onboarding workflow. As they complete their tasks, they can return to Blissfully to mark the task as complete.
Last modified 1yr ago