New Employee Onboarding Workflow

Learn how to automate your new employee onboarding using Polly Workflows

Employee onboarding surveys are a common HR tool to ensure that your new hires are feeling supported and engaged.

With Polly, you can automate this feedback collection process so you don't have to constantly set up a new survey every time someone joins the company. This frees you up while allowing you to focus on what matters the most–the people!

How to setup a new Employee Onboarding workflow with Polly?

• Head on over to your Polly Web Dashboard and click on Workflows from the left hand menu.
• Click on the Create Workflows button on the right hand side
• You will be presented with the Global Workflows modal with some pre-made workflow templates as well as the option to create a custom workflow from scratch. Click on the New Employee Onboarding template.
  
  
• The workflow is basically setup in two parts, the first one being the trigger - the action that will initiate the workflow, in this case it will be when a new user joins your workspace - so we will select the Slack Workspace Joined trigger. You can further customize this to suit your use case for example, if it's an existing employee who is joining a new team then you can select Slack Channel Joined as the trigger where the channel could be the relevant team channel.
  
  
• The second part is setting up the Polly Templates to send at pre-defined intervals. We have 3 pre-built templates for gathering feedback from the new hire: 7 days after they join the company, 30 day check-in, and a 90-day check-in but you also have the option to replace these with other pre-built templates that will appear under the Global Templates heading or one of your own templates - which will appear under the Library Templates heading in the Polly drop down menu.
  
  
  
  
• Once you have made any changes required, be sure to review your workflow one last time before hitting Create Workflow at the bottom and thats it! Your first Employee Onboarding workflow is published.