Combine journeys, teams, and catchups to onboard someone effectively.
Last updated April 2026
A well-structured onboarding experience helps new team members settle in faster and feel supported from day one. Manager Toolkit gives you the tools to make this process consistent and trackable.
The Onboarding Workflow
Add them to your team. Go to Teams, select the relevant team, and add the new member. Include their name, role, and start date. This makes them visible across the platform and links them to your management activity.
Create an onboarding journey. Navigate to Journeys and create a new journey using the onboarding template from the templates library. The template includes milestones covering their first days, first week, first month, and beyond. Customise it to fit your team's specific onboarding needs.
Set a weekly catchup cadence. New starters benefit from more frequent check-ins. Set the catchup frequency to weekly for at least the first month. This gives you regular touchpoints to check how they are settling in, answer questions, and address any concerns early.
Hold your first catchup within the first week. Do not wait for the regular cadence to kick in. Log your first catchup within the first few days. Use it to set expectations, understand their initial impressions, and make sure they have everything they need.
Set initial targets. Create two or three short-term targets for their first month. These should be achievable and focused on learning rather than output - for example, "Complete team onboarding checklist" or "Shadow three customer calls". Clear early goals help new starters understand what success looks like.
Making It Personal
The onboarding template provides structure, but the real impact comes from how you use it. During early catchups, focus on:
How they are finding the team culture and working environment
Whether they have the tools, access, and information they need
Any gaps between their expectations and reality
What support would be most helpful right now
Record sentiment from your very first catchup onwards. Having a baseline from day one makes it much easier to spot changes in how someone is feeling as they settle into the role.
Track Progress Through the Journey
As the new starter completes onboarding tasks, mark them off in their journey. This gives both of you visibility into what has been covered and what remains. If a task stalls, you can discuss it in your next catchup and remove any blockers.
If specific onboarding tasks generate follow-up work, convert them into actions. This keeps your action list as the single source of truth for things that need doing.
Adjusting the Pace
Not everyone onboards at the same speed. If someone is ramping up quickly, you might reduce catchup frequency sooner. If they are struggling, keep the weekly cadence longer and add more support through additional targets or journey milestones. Manager Toolkit's flexibility means you can adapt without losing structure.
