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Automatically create a one-to-one (1:1) when a new employee is onboarded

Updated

Available for the following HR plan: Platinum
Available for the following user access levels: Admin

An onboarding WorkFlow allows an organization to customize its onboarding flow so that some repetitive tasks are automatically triggered when an employee reaches a certain stage of their onboarding. In this example, the Onboarding Workflow will automatically create a 1-1 for a newly onboarded employee.

You can learn more about how to manage Onboarding Workflows in this article.

Automatically create a 1 on 1 for new employees

How to add an onboarding automation workflow that creates a 1 on 1
  1. Click the WorkFlows menu.
  2. Click Onboarding, using the menu on the left-hand side of the page.
  3. Click the Create New button.
  4. Select Onboarding Automation.
  5. Click the Continue button.
  6. Click the WHEN this happens field. Set the action to Employee has completed Onboarding setup.
  7. Click the Save button.
  8. Click the IF these conditions are met field.
  9. You can leave the Add condition blank unless you would like additional criteria.
  10. Click the Save button.
  11. Click the THEN do this field, under the Provisioned header.
  12. Edit the following:
    • Under THEN, click Create 1:1.
  13. Complete the following fields:
    • Meeting title.
    • Meeting template.
    • Time
    • Remind type.
    • Email subject.
    • Email content.

  14. Click the Save button.

    Helpful Hint

    To add step, click the button below the last step.

  15. Click the Save button. 

    Important

    You need to publish this workflow for it to become active.

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