A new employee's onboarding experience significantly affects his/her impression of the company. As a company, you would want to ensure a great experience for your new joinee and for their transition into the company to be smooth.

Using Workflows, Yuvo allows for admins to create pre-onboarding workflows, assigning tasks for new joinees to complete

before their first day, to get them familiarised with key colleagues and company matters.

Create pre-onboarding workflow

  • Under Workflows, either create your own workflow from scratch by selecting Add A New Workflow, or choose from a pre-set template New Employee Pre-Onboarding.
  • To use the standard New Employee Pre-Onboarding template, click on the button Use.
  • Add a new task to the workflow by clicking Add A New Task or;
  • Once tasks have been set, click on Add new instance button.
  • Select the Event Date, as well as employee(s) you wish to set the pre-onboarding workflow for

Assign pre-onboarding workflow to New Joinee

There are 2 ways to assign a new joinee a pre-onboarding workflow:

  1. Create New Joinee
  2. Assign Workflow in Employee's profile under My Employees

Option 1: Create New Joinee

  • Fill in the basic information of the employee and select Create Employee.
  • Select the pre-onboarding workflow you wish to trigger for the employee. Set the Event Date of workflow (in this case joining date). Click on the button Trigger to proceed.
  • Last, customize the message and send the invitation to the employee either via email, or mobile number.
  • Employee will be able to view and complete the tasks assigned to them in the workflow as seen on their pre-onboarding page


Option 2: Assign Workflow in Employee's profile under My Employees

This option is for cases where the new employee's profile has already been created, but a workflow has not been assigned to him/her yet.

  • Under My Employees on the left menu, filter employees by Guest employees. Search the name(s) of the respective new employee(s).
  • Under More Options, click on Create Workflow Instance.
  • Select the pre-onboarding workflow you wish to trigger for the employee. Set the Event Date of workflow (in this case joining date). Click on the button Trigger to proceed.
  • Last, send an invite to the new employee for him/her to start using Yuvo and to complete the tasks assigned to him/her in the workflow.
  • Customize the message and send the invitation to the employee either via email, or mobile number.
  • Employee will be able to view and complete the tasks assigned to them in the workflow as seen on their pre-onboarding page

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