Add Onboarding Package

The Add Onboarding Package workflow allows you to add a Connect Onboarding Package.

Think of an Onboarding Package as a group of Onboarding Items. A package can contain many onboarding items. In addition, any single item can be part of many different packages. Packages are handy if you typically assign the same onboarding items for the same reason. Instead of individually adding each onboarding item to a candidate, you can add one package containing the various onboarding items.

• If you would rather work with existing packages, see Compass Onboarding Packages.
• If you would rather work with onboarding items, see Compass Onboarding Items.

Accessing the Add Onboarding Package Workflow

1. Select Administration > Administration > Manage Onboarding.
2. Hover over the Design Connect Onboarding menu item until the flyout menu displays.
3. Select Add Onboarding Package.

Adding an Onboarding Package

1. In the Package field, type the name of the package. This name must not match any other package name. This information is required.
2. The package name defaults into the Description field, but can be edited.
3. Once you are satisfied with your selections, click Confirm.
4. The package is added.
5. If you are not on the Connect Onboarding Packages segment, select it on the left-side segment listing.
6. Select the new package name in the list.
7. The package's record comes up. You may now add items to the package and you can change the active status as it defaults to inactive. See Compass Onboarding Packages.