Choose trigger conditions (workspace join, specific channels, etc.)
Set up any department or role-based filters
Create your onboarding content sequence
Test with a test user account
Save and activate your track
User Joined triggers ensure that every new team member starts their journey with your organization on the right foot, with all the information and connections they need to be successful.
Map Your Onboarding Journey: Plan what new hires need to know and when
Test the Experience: Go through the onboarding track yourself to identify gaps
Gather Feedback: Ask recent hires about their onboarding experience
Keep It Updated: Regularly review and update onboarding content
Measure Success: Track completion rates and time-to-productivity metrics
Connect your HRIS (like Workday, BambooHR, or Personio) to ensure you have accurate employee data and can customize onboarding tracks based on department and role.