How to create a new onboarding group?

Keka's employee onboarding process is all about making the welcoming and integration of new employees smooth and automated. However, it's important to recognize that different roles within an organization may require specific onboarding flows. That's where our onboarding groups feature comes in. As an admin, you have the flexibility to create distinct onboarding flows tailored to the needs of different roles or departments. This ensures efficiency and effectiveness throughout the onboarding journey.

Now, let's walk through the steps to create a new Onboarding Group.

Go to the Org (1)  section and then navigate to the Onboarding (2) section. Now open the Onboarding Groups (3) tab and here you’ll see an icon for +New Onboarding Group (4).

A new window will open up where you have to add the Name of the Onboarding Group and give a Description about the same. Then you can on Add to add the onboarding group. 

Once the group is created, you must add the required onboarding stages within the group.

To add a stage, you have to give it a Name, a Description, and the Assignment date based on joining and then click on Add.

Then you have to add and assign tasks to this onboarding group. To learn how to do so, click here.

If this article helped you in setting up the onboarding flow for your organization, do let us know below.