We’re excited to introduce the new and enhanced version of our Onboarding module, designed to deliver superior performance and a smoother user experience. If you're an existing subscriber using the current Onboarding module, this guide will help you transition to the new version seamlessly.
IMPORTANT
Transition to the New Onboarding Module is essential as the current version will be gradually discontinued starting January 2025. Ensure your team is ready by following this guide!
Understanding the Versions
When you log in to BrioHR and navigate to the HR Lounge dashboard, you’ll see two versions of the Onboarding module: "Onboarding" and "Onboarding (new)." Here’s what each version represents:
- Onboarding: The previous version, containing all your existing data, records, and any current joiners.
- Onboarding (new): The updated version, currently empty and ready for new joiners.
Getting Started with the New Version
Q: How do I start using the new version of the Onboarding module?
To begin using the new version, you’ll need to set up your onboarding processes. Follow these steps:
- Log in to BrioHR and go to HR Lounge.
- Click on Onboarding (new) and select Process.
- Create and configure your onboarding processes in the new version by clicking on +New process.
NOTE:
Settings cannot be duplicated from the previous version, so ensure you configure the new onboarding settings accordingly.
Adding New Joiners and Transitioning Data
Q: How do I add new joiners to the new version, and where will they go?
To add new joiners to the new version of the Onboarding module, follow these steps:
- In HR Lounge, go to Dashboard > Onboarding (new) and activate the toggle labeled "Enable onboarding (new version)."
- Once the toggle is enabled, any new joiners you add will automatically go to the new version of the module.
NOTE:
You can enable or disable the toggle at any time. If enabled, new joiners added after activation will go to the new version. If disabled, new joiners will be added to the previous version. We recommend enabling the new version to ensure a smooth and complete transition of all new joiners.
To add new joiners using other methods, please refer to this article: How to Add a New Employee to the Onboarding Process
Troubleshooting Transition Issues
Q: My existing new joiners weren’t transferred to the new version despite enabling the settings. What should I do?
If the settings are enabled, only newly created joiners will be transferred to the new version. Existing joiners in the previous version will need to be manually transferred. Here’s how:
For "Start" Status:
If the onboarding process hasn’t started (status is "Start"), follow these steps to transfer new joiners:
- Go to HR Lounge > Dashboard > Onboarding (previous version).
- Click on the button Transfer new joiners to onboarding (new version).
- Click Proceed to complete the action.
NOTE:
Only joiners at the initiation stage will be transferred. Ensure that the new version is correctly set up with an onboarding process as this action is not reversible.
For "Onboarding Ongoing" Status:
If the onboarding process is ongoing (status is "Onboarding Ongoing"), you have two options:
- Option A:
Complete the onboarding process in the previous version. This won’t interrupt the process, and data will be saved upon completion. - Option B:
If the "Enable onboarding (new version)" toggle is enabled, you can reset the new joiner’s onboarding in the previous version. This will automatically transfer the new joiner to the new version, but note that all existing data will be removed, and the onboarding process will restart.
Completing the Transition
Q: All new joiners in the previous version have completed their onboarding process. What should I do next?
- Ensure that you’ve enabled the toggle "Enable onboarding (new version)" in the new version.
- Contact our Support Team via Live Chat or email at support@briohr.com to request the deactivation of the previous version of the Onboarding module in your account. Your completed new joiner data will remain intact in the system.
We hope this guide helps you transition smoothly to the new version of the Onboarding module.
Happy onboarding!
Need Assistance?
If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.