Preboarding

this feature is currently in alpha be one of the first customers to try it! please share any feedback with the charthop team how to setup a alpha feature contact charthop support or your csm if you have one they can activate the feature for you read below for setup instructions and context on how the feature will work create a branded, personalized preboarding experience for your new hires manage all of the tasks, documents, forms before they get started contact the charthop team to get your preboarding portal setup set up your account for preboarding preboarding combines setup across profile tabs automated actions data sheet we suggest using the preboarding bundle to get started setup preboarding invitation email new hires will receive an email to login to charthop to complete their preboarding tasks to setup the preboarding invitation email go to access > settings page locate the preboarding invitation email section add the subject , button copy and invitation body you can use conditional statements in carrot reference docid\ fl emyhb9f8nzl2vza9fq to vary the message by person preview the message by sending a test email or going inside the invite new hires flow inviting preboarding users to charthop how to invite new preboarding users go to the onboarding page click invite new hires select the new hires you want to invite review and revise relevant infomration customize the invitation email send the invitations to the new hires preboarding users status & access role preboarding users still use the charthop portal, but their access is limited to only information about themselves, their onboarding screen and tasks they can do about themseleves faqs if it is before a new hire's announce date, can they go through preboarding? preboarding consists of several steps and some are currently supported and some are not preboarding step supported for unannounced new hires invite new hire ✅ the new hire should show up in the list of people that can be invited actions triggered by inviting new hire ✅ these should still trigger when invited actions triggered by x days before a start date ❌ these actions will not trigger before the person's announce date