Preboarding Process Template

Plot content throughout the preboarding process with our free template.

Use filters to plot a journey that is:

EMPLOYEE SPECIFIC Identify which information is to be delivered company-wide and which is role, department or location-specific.
TIME SENSITIVE Determine what information is time-sensitive and establish at which points during the onboarding process that information will be delivered.
CONNECTED Confirm which key contacts are part of an onboardee's journey and define at which points they should be included in your process.
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What to expect_

To effectively automate your new hire process, you need a comprehensive understanding of what actions need to be taken and information delivered, to whom, and at what point.

Get started today with our free preboarding process template!
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The template is designed to teach you how to plot new hire content using segmentation filters.

We've used the employee preboarding period as a starting point, but the template can be used for any stage of the onboarding process.

Time to dive in!
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