Topic
How to build a Nintex Promapp Onboarding Plan for a role, to use as a template.
Instructions
- Navigate to Training > Onboarding
- Select the Onboarding Plan for role option from the Create Training menu
- Select the Role you wish to create the Onboarding template for and select Build
- Add Training Units and/or Processes to the Onboarding plan
- Assign completion periods to each item added to the Onboarding plan
- Save
Additional Information
Any items without a completion period will not show when building an Onboarding plan for a new starter using that role template.