How to Use Enboarder

Getting started with Enboarder

In this guide, you'll learn how to set up Enboarder for effective employee onboarding. By the end, you'll be able to create personalised onboarding journeys that engage new hires.

Step 1: Sign up and set up

1. Go to enboarder.com.
2. Click on the “Get Started” button on the homepage.
3. Fill in the required details to create your account (name, email, password).
4. Confirm your email address via the link sent to your inbox.
5. Log in to your account and follow the prompts to set up your organisation's profile.

Step 2: Your first onboarding journey

1. From the dashboard, click on “Create Journey” in the top menu.
2. Choose a template that fits the role or location of your new hire. For a standard onboarding journey, select "New Starter."
3. Fill in the details for your new hire, including their name, start date, and role.
4. Add onboarding tasks by clicking on “Add Task.” You can choose from options like “Welcome Email,” “Introduction Video,” or “Training Schedule.”
5. Set deadlines for each task to ensure they are completed on time.
6. Click “Save and Publish” to make the journey live.

Step 3: Get better results

• To enhance personalisation, regularly update your templates based on feedback from previous new hires.
• Use the “Analytics” section to track completion rates and engagement levels for each onboarding journey.
• Adjust the timing of tasks based on the new hire’s feedback to ensure they are receiving information when it is most relevant.

Pro tip

Most beginners miss the “Customise” option when creating tasks. Use this feature to tailor each task’s content specifically to the new hire's role, making their onboarding experience more relevant and engaging.

Common mistake to avoid

Avoid creating overly complicated onboarding journeys with too many tasks. Keep it simple and focused to ensure new hires are not overwhelmed and can easily follow the process.