Ideas for Onboard

New Idea

Save custom welcome mail template

Status: New
by jamaiolo on ‎06-27-2018 06:47 PM

I don't want to have to change the welcome mail every time I want to send a guide.  I'd rather be able to save a template of the mail along with my new hire template.

Create meeting invites in onboarding activities

Status: New
by on ‎04-03-2017 01:20 PM

Hiring managers can schedule meetings from within an onboarding activity on behalf of the new hire.


For example:


  • Have your first 1:1 with your manager
  • Team lunch
  • Attend a seminar 

Thank you for extending the Onboard functionalities to support task assignment to other employees.

I am wondering weather there are plans to integrated HR Task Management and Welcome Guide tasks? It would be extremely convenient to see assigned task it the "To-do" list on the main HR screen. 

Thank you.

Extend onboarding with third-party plug-ins

Status: New
by on ‎04-03-2017 01:32 PM

What if you could use other apps or services as onboarding plug-ins? For example, sign an agreement or NDA using DocuSign.


What would you use? 

Larger organizations might find it very useful to have a full Onboard template, complete with activities, sections, meetings, etc that they could then customize.


Having the ability to set this up once for a given role, then import, and customize slightly for a different region or division.

Allow overwriting of templates

Status: New
by PowerApps Staff tahoon on ‎05-08-2017 07:49 AM

When I create an onboarding guide, I save it as a template for similar positions in the team. I make modifications to that guide after time and want to update the template to reflect those changes. When I save the template with the same name, it seems that a new template is created with the same name. This is confusing. I expect the existing template to be overwritten, after a warning prompt.


Pick from existing resources when adding a new one

Status: New
by PowerApps Staff tahoon on ‎05-08-2017 07:26 AM

Someimtes, I want to reference the same resource from multiple activities. There doesn't seem to be a way to do that other than create another resource with the same contents.

Link to existing Outlook meeting

Status: New
by PowerApps Staff tahoon on ‎05-08-2017 08:00 AM

And have the title, description, place, date, and people auto-populated.

Have Activities appear in Planner

Status: New
by on ‎09-29-2017 05:26 AM

People will be assigned other tasks by their leader dirrectly in Planner or throught Teams.

By having the activities appear in Planner (and in the mobile app), they only have on task list to work from rather than multiple tasks in different places.

Edit resources

Status: New
by PowerApps Staff tahoon on ‎05-08-2017 07:24 AM

To modify a resource, I have to delete it and re-create. It's a lot of work just to modify a label.

Specify a time range in onboarding activity

Status: New
by PowerApps Staff tahoon on ‎05-08-2017 07:22 AM

Currently, a due date can be specified. For events, start and end times will be useful.

0 Kudos

Add Ratings

Status: New
by Jamiebu on ‎08-17-2018 09:35 AM

I would like the ability for my new hires to rate items assigned to them during thier onboarding process.  a 5 Star rating scale is preferred, but would take something simple as "thumbs up" or "thumbs down" along with a dialog box if the person wants to add text.  I would also need the ability to report out on feedback.  tks.  Love the tool so far.  Smiley Happy  

0 Kudos

Composable Templates

Status: New
by jamaiolo on ‎06-27-2018 06:45 PM

I want to be able to have different levels of templates - one for my broad org, one for the team under my GEM, and one for the team under me, for example.  I'd like to be able to compose parts of different templates to create a good one for my team. 


This would also help with the scenario where people join a team with different roles, but there are shared activities.

0 Kudos

Template editor list

Status: New
by ShawnB on ‎09-29-2017 02:37 PM

Allow more than one editor of templates for collaboration for onboarding template work.  Appears only the creator can edit the Template currently.  Shared templates don't look like the people they are shared with can edit the original.  


Its good we can have contributors for a specific guide.  It would be helpful if we could do the same for the templates.

0 Kudos

Where's the privacy?

Status: New
by on ‎09-28-2017 02:51 PM

Yikes. There's going to be unintended information disclosure since anyone can see all the onboarding cards.

I might leak private information in the welcome message.

The steps might divulge something person, or cause controversy. (Why do they do that but I don't?)

0 Kudos

Not clear what to do

Status: New
by on ‎09-28-2017 02:49 PM

I'm dumped at a page where I enter a title and a message.  What next?  I have to spend a minute looking all over the screen to figure out what kind of program this is.  Since I'm familiar with many, I figure out that it has tabs and I have to fill out all the tabs before I Save.  It should be more obvious.  My first reaction was there's no Next button so I give up.

0 Kudos

Shouldn't force picking person before entering steps

Status: New
by on ‎09-28-2017 02:47 PM

Why can't I start an onboarding page before the person has been entered in the company's systems?  (For example, they might not be in the directory yet.)

Why can't I edit the target person?  I haven't sent it yet.

0 Kudos

Reduce default height of HTML text editor

Status: New
by PowerApps Staff tahoon on ‎05-08-2017 07:59 AM

My personal preference is to keep onboarding guides concise. The default height for text input for list and activity descriptions is more than 12 lines of text, which is much more than I ever use. This takes up a lot of vertical space and makes it difficult to navigate a guide when many sections are expanded.

0 Kudos

Better cues to distinguish a list from an activity

Status: New
by PowerApps Staff tahoon on ‎05-08-2017 07:56 AM

When working with large guides, I get disoriented when I have many lists and activities expanded. It is not clear where a list starts and ends.


Possible solutions: more whitespace between lists, collapse other areas automatically when not working with them, more indentation for activity items vs list items.


0 Kudos

More convenient ways to add new activities

Status: New
by PowerApps Staff tahoon on ‎05-08-2017 07:38 AM

The only way to add new activities and lists is by dragging and dropping the box on the right sidebar.


This is inaccessible (well, most of the site is but that's a different defect). It is also inconvenient, because I have a lot of content and I have to scroll to the top of the page and drag the box down, scroll down, and drop to where I want it to.


It would be easier to have some way to add an activity while I am editing a list. Perhaps, a button to add a new activity at the bottom of the list.