Set Up Notification Based on User Additional Field, Hire Date

We automatically add all new hires to a “New Hire” group and then they get moved out of that once they complete some specific courses.  This would only help if you want to trigger the notification as soon as they're created though.

I want to be able to create the user and then the notification go out on a later, hire date.

Let me know if anyone has accomplished this.

​@ncmoore - howdy. Always interested in this chase. Consider your messages and workflow that you can tap into to open your options is my advice.

It would be better to add accounts on hire date or like one day earlier so you can message them with the user created message as they join…and have it feel elegant.

Unfortunately you can’t tap into just a hire date or compare a created date to a hire date field. Groups are limited in their conditions currently with dates….

But can you find other patterns that you can hook into? For example? If you are integrated with an HRIS system - can you adjust your frequency of import to maybe weekly on Mondays? If you all are creating by hand and importing? You have control over that frequency.

At many orgs different workforces mean they have different critical paths they take from being a candidate to where they are being oriented - so that is where my note fails… but if you break up your workforce into cohorts and consume them at different times? It may work to do that.

Beyond that I would look to bring other criteria together outside of Docebo with your HRIS team to make your logic stick. For example - a second field of New Employee that is flagged with a Y/N could let you know that a person is at their hire date. Using the flag and the hire date field in unison may be enough logic to pull off grouping people moving forward.

Last note, if you have a rigid onboarding structure where you always know when folks would hit your new user feed? The new user created message can fire off a message to a count of days later that you set.

So let’s say you ingest on Fridays….hiring date is on Monday? You can set the new user created message to always fire off 3 days later from the event. 

I hope some of the gibberish helps…

Hi all. We are a small company with high turnover and no integrated HRIS system. We have about 200 employees, but we fire/hire about 3-4 people a week. Making sure that I keep track of when I create/send out the message ON their hire date is a challenge because the managers that get them started and going on day one are spread across 5 locations and all have different hiring processes for themselves.

Originally I was waiting until the day they started to create them, but inevitably they would start early, I would be out at a doctors appointment, or something else would happen where it would get missed. Then I started just creating them when I knew someone was coming on board whether it was 2 weeks or a day out so I wouldn’t miss having them set up. People started working ahead and doing the training early, even thought the email says not to. 
I am confident if there isn’t a feature here that can help me, one should most definitely be created.

“So let’s say you ingest on Fridays….hiring date is on Monday? You can set the new user created message to always fire off 3 days later from the event.” So, what is this “event” that I could set a notification for because if I could set it for just Friday, then I could just set it for 3 days after “hire date.” I think this is the heart of my question. What event of the options that prompt a notification in the system could I build a notification for?