People First: How do I manually add an onboarder in People First?

People First HR

Overview

This article explains how to manually create an onboarder record in People First and enable their onboarding journey. You can enable the journey immediately, sending the onboarder an activation email straight away, or save the record to the pending onboarders list and enable it later.

Prerequisites

  • HR Administrator access is required.
  • At least one active onboarding journey must exist before you can assign one to an onboarder.

Add an onboarder

Follow these steps to create an onboarder record and set up their journey.

  1. Select Onboarding from the People First menu.

  2. Select Create onboarder:

  3. Enter the onboarder's basic details and select Save and continue:

  4. Confirm that you want to create the onboarder's person record.
  5. Enter the onboarding journey details, including the journey type, manager, team members, and first day location.

  6. Select how to enable the onboarder:

    • Select Enable now to send an activation email immediately and grant access to the onboarding page.
    • Select Enable later to add the onboarder to the pending onboarders list.

Enable a pending onboarder

Follow these steps to enable an onboarder who was previously saved to the pending list.

  1. In the My Apps menu, select Onboarding.
  2. In the Onboarders tab, select Pending.

  3. Locate the onboarder. The list is sorted by start date, with the nearest dates appearing first:

  4. Select + to start the set-up process.

  5. Select the manager, team members, journey type, and first day location, then select Enable now or Enable later:

Guest applicants must be linked to their account before onboarding can begin. Once enabled, an onboarder moves from Pending to In progress. View the onboarding set up by selecting the ellipses:

Tips and best practices

Use Enable later when you want to prepare records in advance but are not yet ready to contact the new hire. This keeps everything in one place without triggering the activation email prematurely. Check the pending list regularly, particularly for onboarders with upcoming start dates, to make sure no one is missed.

Next steps

After enabling an onboarder, you can track their progress from the Overview tab. See People First: How do I review onboarder progress in People First? for more information.

Related information

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