The 'People you need to know about' feature is useful for workflows like new employee onboarding and pre-onboarding, where the admin can allow recipients of the task to be introduced to key contacts, mentor, managers in the company.

This can be done in two ways:

  1. Enable YuvoChat with key people in company before First Day
  2. Introduce new joinee to key people in company under onboarding workflow tasks

Enable YuvoChat with key people in company before First Day

  • From left menu, select My Employees > Add new joinee
  • In the page to key in the employee's Basic Info, under People to know about, select the respective employees the new joinee needs to know (this can be a mentor, manager, key contacts within the company etc).
  • This will open up a window where you can select the respective key employees to introduce to the employee, and add in a description in relation to the new joinee (ie. why should he/she know this person).
  • Should you like to allow the new joinee to contact the selected employee before his/her First Day of work via the YuvoChat system, select the Enable chat with new joinee checkbox.

View from New Joinee's dashboard

  • Click on the Yuvo-san icon on the bottom right of the page.
  • The key employees set under People you need to know will now be reflected under YuvoChat.
  • The New Joinee may now click on the respective employee's profiles to start chatting with them for company-related queries.


Introduce new joinee to key people in company under onboarding workflow tasks

  • Select the respective new employee pre-onboarding workflow.
  • If needed to make any changes to the workflow before assigning it to the employee, go to Workflows > select the respective new employee pre-onboarding workflow to edit the tasks

*Note: For the New Joinee to receive a task that allows him/her to be introduced to key contacts (as designated) using the People you need to know button, make sure that your workflow contains a task with the 'People you need to know about' button in it.

View from New Joinee's dashboard

Once workflow is assigned and the New Joinee activates his/her account in Yuvo, he/she gets to view the list of tasks assigned to him/her according to the workflow set.

  • The New Joinee can click on the button People you need to know about to learn more about the key people in the company, as specified by the admin

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