People First HR
Overview
This article covers the configuration options available in the Onboarding module in People First. These settings allow you to personalise the onboarding experience, including adding a contact for onboarder queries, customising the login page to reflect your organisation's brand, setting up first day locations, and adding external links for onboarders to access before their start date.
Prerequisites
- HR Administrator access is required for all configuration tasks below.
- Campaign Administrator access is required to add external links.
Update onboarding contact details
Follow these steps to add a contact whose details appear at the bottom of onboarding-related emails, giving onboarders a point of contact for questions.
- Navigate to Onboarding / Configuration.
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Select the Onboarding contact details card:
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Enter the contact's name in the Onboarding contact name field:
- Enter the contact's email address in the Onboarding contact email address field.
Customise the onboarding login page
Follow these steps to update the onboarder login page to reflect your organisation's brand.
- Navigate to Onboarding / Configuration.
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Select the Onboarding branding card:
- Select Edit to make changes to the default layout.
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Enter your custom text in the Body text field:
- Enter your hexadecimal colour code in the Colour field to update the colour theme.
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Select the camera icon to upload a login page image from your device:
- Select Save. Changes go live immediately.
- Select View onboarding login page to preview the result.
Add a first day location
Follow these steps to add locations that Campaign Administrators can assign to onboarders at the offer-accepted stage.
- Select Onboarding from the My Apps menu.
- Select the Configuration tab.
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Select First day locations:
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Select Add an address:
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Complete the address fields in the pop-up window and select Create.
The address will appear in the list:
You can add up to 30 first day locations. A location cannot be deleted while it is assigned to an active onboarder.
Add an external link
Follow these steps to add links to resources, training materials, or company policies that onboarders can access before their start date.
- Select the Onboarding icon from the My Apps menu.
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Select the Configuration tab:
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Select External links library:
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Select Add external link:
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Complete the fields in the panel: Title, Description, Link, and Link type (Website, Document, Video, or Other). The Link must begin with
http://orhttps://: -
Select Create.
The link appears on the onboarding panel:
You can add up to 50 external links to the library.
Tips and best practices
Keep your contact details up to date so onboarders always reach the right person. When branding the login page, test the colour theme with your hex code before saving to confirm it meets your organisation's accessibility requirements. For external links, choose descriptive titles that make it clear what the onboarder will find, for example, Employee handbook rather than Document 1.
Next steps
After your configuration is complete, you are ready to create journeys and begin adding onboarders. See People First: How do I manage onboarding journeys in People First? to get started.
Related information
- People First: How do I manage onboarding journeys in People First?
- People First: How do I add and manage onboarding documents in People First?
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