Create a cohort program

Set up a program once, then use it for each new group. This guide uses Engineering onboarding as an example.

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Create a program

Open Cohorts in Doozy and select New cohort program. You need to be a workspace admin or manager. You become the program’s admin. Name it Engineering onboarding. Individual cohorts are named for their start date.

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Choose how people join

For Engineering onboarding, choose By start date, Weekly and Monday. Each cohort takes people whose start dates fall in that week’s intake. With By channel join, people who join the channel and match the program’s filters go into the cohort running on their join date. Anyone who joins before that cohort starts waits for it and is added when it opens. Invite @Doozy to the channel first, or the program can’t go live. People stay in their cohort if they later leave the channel. Start dates come from your HRIS. Without one, Doozy uses Slack join dates. With an HRIS connected, use Who joins each cohort to filter by group, country, work location or manager status. Select your Engineering group to include only its new hires. Check First cohort starts before saving. People starting before that date aren’t added automatically.

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Set the start time

Choose the time and time zone each cohort opens. This is when Doozy opens its channel and starts its cohort track. The default time is 9:00 AM. Per-person tracks use each member’s time zone and wait for the cohort to open. See cohort track timing.

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Choose a Slack channel

Creating or linking channels needs Slack channel-management permissions. If prompted, update Doozy’s Slack permissions.

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Add tracks

Save the program, then add tracks from its page:

• Create a cohort track for shared content, such as the kickoff message.
• Create a per-person track for individual tasks, quizzes and check-ins.
• Import an existing track to copy a track into the program. Review any steps flagged as incompatible before activating the copy.

A program can have one active cohort track and multiple per-person tracks. Activate each track you want to run. Saving it as a draft doesn’t start it. See Cohort tracks for supported steps, recipients and timing.

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Activate the program

Review the schedule, tracks and channel, then select Activate. Activating a program requires program admin access. Draft programs don’t open channels or run tracks. For a manual program, use Add a cohort to choose the first group’s dates, then add its people. For a program using start dates, Doozy fills the cohorts automatically. Activating keeps the dates you chose. It doesn’t run past cohorts or automatically add people whose start date passed while the program was a draft.

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Next steps

• View cohorts and manage their members.

• Change upcoming dates.

• Share a channel link.

• Give colleagues access and add facilitators.

• Pause or archive a program.

• Fix a failed start or missing channel invitation.