Online Induction >> Online Induction Tutorials

How to set up First Day Onboarding SMS Messages for a New Employee

Click on the Inductees menu item.



Click on the New Starter area found in the Inductees Menu.



To issue welcome messages to an employee, you first need to configure the messages that will be sent. To view and customise the list of pre-existing templates select Onboarding SMS Journeys.


A new Onboarding Steps page will display. On this page will be displayed the existing messages in addition to the order these messages will be sent to a new employee.



From this page you can create new steps by entering a Workflow type  and Step name before clicking the Add button.



It is also possible to edit existing steps by selecting the Edit button next to the name of an existing step.



Clicking this Edit button will open the template builder, show below.


In the template builder you can add text, images or videos. For videos, adjust the resolution of the video to 1000 x 720 for mobile screen compatibility.

You may include as many slides as required, including for:

Ø  A map of where to go on the first day

Ø  An image or video of the CEO

Ø  An image or video of the Manager

Ø  An important announcement

Ø  Meet the Team/Organisational chart

Ø  Company Mission and Values

Ø  IT Provisioning


Once finished editing the slide template, click Save.


An example of a New Employee SMS is shown below:




 
  • Create the induction types first
  • Enter in the steps you want per induction type
  • Upload or create content per step
  • Create notifications
  • Link to your portal from your website
  • Tell your users to register
 


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