Hi,
I’m wondering if there is a way to create an onboarding dashboard for new managers, but once they complete the initial courses, they are moved to a new dashboard. I want to guide them on what courses need to be done first, but it seems they’re never really sure with all the options!
Best answer by Annarose.Peterson
You can have a dashboard (page) on a menu for new managers, so that when they log in they see that onboarding dashboard.
Then have a group with automatic assignment rule to assign managers to the group once they complete the course. Then have your second dashboard page assigned to a menu that only has visibility to that group for the managers who completed the course.
Once a manager completes the course they are assigned to the group, and so the next time they log into the platform, they will see the second dashboard.
I think this guide has some more info to help you with setting this up:
+7You can have a dashboard (page) on a menu for new managers, so that when they log in they see that onboarding dashboard.
Then have a group with automatic assignment rule to assign managers to the group once they complete the course. Then have your second dashboard page assigned to a menu that only has visibility to that group for the managers who completed the course.
Once a manager completes the course they are assigned to the group, and so the next time they log into the platform, they will see the second dashboard.
I think this guide has some more info to help you with setting this up:
+6
+2This is something that I remember a number of clients being really excited about back when we released some of these updates to automatic groups back in Oct 2020; particularly the “course completion” trigger to a new group. (note that we were initially referring to this enhancement as “Audiences” internally, so forgive the switch between groups/audience names - I promise they’re synonymous!
It’s a bit old - and I must warn you that the quality is NOT the greatest - but I made a video that’s about 7min long in which I show how users can flow from one group into another by changing the course enrollment status. This also triggers a sequence in which the user gets a different landing page, is enrolled into a new learning plan, and a notification is triggered to the admin.
I’ve attached the slide deck here as well just in case it’s handy, but the steps are pretty straightforward. User status on a course is changed to complete; that triggers a new group; that goes to an enrollment of a course/LP as well as a new menu and page; plus all the relevant notifications. It was a matter of stringing together a few steps, but it’s a really powerful automated flow to set up. :)
Hope this helps.
Why would I put the date as AFTER for the initial group but BEFORE for the second group?
Create the Onboarded Employee Group
Repeat the steps from Step 1, utilizing Start Date” as ourUser additional field condition” but select Before instead of Afteras the operator
I haven’t had success setting it all the way up yet, but I am limited in what fields I can apply it to as a test group since we don’t have a sandbox.
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