Onboarding Dashboards
Overview
Onboarding Dashboards provide a focused, time-limited experience for new employees during their first days or weeks at your organisation. Instead of overwhelming new starters with the full platform, you can curate a Dashboard specifically designed for onboarding—with relevant tasks, welcome content, and essential information.
After the onboarding period ends, users automatically transition to their standard Dashboard, ensuring a seamless experience as they settle into their role.
Functionality Breakdown
How Onboarding Dashboards Work
Feature | Description |
|---|---|
Time-limited | Displayed only during the configured onboarding period |
Priority | Takes precedence over Team and Role-Based Dashboards |
Automatic transition | Users see their regular Dashboard after onboarding ends |
Optional persistence | Can remain accessible (but not default) after onboarding |
Onboarding Period Configuration
Setting | Description |
|---|---|
Days after start date | How many days the Onboarding Dashboard appears as default |
Visible after onboarding | Whether users can still access the Dashboard after their onboarding period |
The onboarding period is calculated from the user's start date in their profile.
Pre-requisites
To create Onboarding Dashboards:
You must have Owner or Admin role
Users must have a start date set in their profile for onboarding to work correctly
Role Requirements
Action | Required Roles |
|---|---|
Create Onboarding Dashboard | Owner, Admin |
Edit Onboarding Dashboard | Owner, Admin |
View Onboarding Dashboard | Users within their onboarding period |
Quick Start Guide
Creating an Onboarding Dashboard
Navigate to Settings in the sidebar
Select Dashboards
Click Create Dashboard
Set Audience type to Onboarding
Configure Days after start date (e.g., 30 for a 30-day onboarding)
Choose whether to enable Visible after onboarding
Name your Dashboard (e.g., "Welcome to [Company Name]")
Save and add widgets
Recommended Widgets for Onboarding
Widget | Purpose |
|---|---|
Banner | Welcome message with company branding |
To-Do List | Show assigned onboarding tasks |
Assigned Channels | Display onboarding learning pathways |
Upcoming Events | Onboarding sessions and welcome meetings |
Search Bar | Help new starters find content |
Setting Visibility
Onboarding Dashboards don't use role-based visibility like standard Dashboards. Instead, they automatically appear for any user within their onboarding period, regardless of role.
Best Practices
Content Recommendations
Do | Don't |
|---|---|
Focus on essential onboarding content | Overwhelm with all available widgets |
Include clear calls to action | Leave the Dashboard empty |
Add company culture content | Include advanced reporting widgets |
Show assigned onboarding tasks | Assume new starters know the platform |
Onboarding Period Length
Scenario | Suggested Duration |
|---|---|
Quick orientation | 7-14 days |
Standard onboarding | 30 days |
Extended onboarding (complex roles) | 60-90 days |
💡 Tip: Consider your onboarding programme length and set the Dashboard duration to match.
FAQs
Q: What happens when the onboarding period ends?
The user automatically sees their next highest-priority Dashboard (Team, Manager Type, or Role-Based).
Q: Can a user skip to their regular Dashboard during onboarding?
Yes, if other Dashboards are visible, users can switch using the Dashboard selector. They'll still return to the Onboarding Dashboard as default until the period ends.
Q: What if a user doesn't have a start date?
Users without a start date won't see Onboarding Dashboards. Ensure start dates are set during user creation or import.
Q: Can I have multiple Onboarding Dashboards?
Yes, but only one can be active at a time per user. Consider using different audience targeting for different onboarding experiences.
Q: How do I extend someone's onboarding period?
Adjust their start date in their user profile, or increase the days in the Dashboard settings.
Troubleshooting
Issue | Solution |
|---|---|
Onboarding Dashboard not showing | Check the user's start date and verify it's within the configured days |
Dashboard disappeared early | Verify the "days after start date" setting matches expectations |
User can't see Dashboard after onboarding | Check if "Visible after onboarding" is enabled |
Wrong users seeing Onboarding Dashboard | Verify start dates are correct for affected users |