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Welcome new hires at their personal email before their first day, then continue onboarding in Slack. Use the same track to send joining instructions, remind their manager to prepare and welcome them on their first day.

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Before you start

You need:
  • A connected HRIS with the hire’s start date and email details.
  • Preboarding and email delivery enabled for your workspace. Contact Doozy support to enable them.
  • Automatic access rules that include the hire. Doozy adds eligible hires from your HRIS as Preboarders before they start.
Preboarders can’t use the Doozy dashboard yet. They can receive emails without joining Slack.

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Create a preboarding track

  1. Create a per-person track and choose the First day trigger.
  2. Select Add a day before to add a section before the hire’s start date.
  3. Add an Email step addressed to the participant. Choose how many days before they start to send it, set its time and write the message.
  4. Add any manager reminders and Day 1 activities, then activate the track.
For example: Days before the start date count calendar days. Send times use the hire’s time zone, or the workspace default if theirs isn’t set. If someone enters the track after a pre-start step’s scheduled time, that step is skipped. Doozy doesn’t send a backlog of preboarding messages when they start.

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What you can send before Day 1

Activities that need the hire in Slack, such as tasks, quizzes and introductions, belong on Day 1 or later. The builder limits pre-start sections to supported steps and recipients.

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On their first day

Doozy updates the hire’s status automatically once their start date arrives and their HRIS record has a work email. Rippling hires must also have completed provisioning. Slack steps wait until the hire’s start date has arrived and they’ve connected to Slack. You don’t need to enroll them in the track again.

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Use preboarding with cohorts

A preboarder can belong to a cohort. Use a separate First day track for their pre-start messages; cohort tracks start after the cohort opens. Their cohort activities and channel invitation also wait until their own start date. When adding or moving a future hire manually, choose a cohort whose intake ends on or after that date. See Manage cohorts.

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Fix a problem

Fix missing work email details in your HRIS. Changing someone’s role to Member doesn’t supply a work email or Slack connection, and overrides automatic role management. See Email steps for email settings and delivery status, or First day tracks for enrollment rules.