Purpose

With Cleary, new hires who are preboarding on a new hire onboarding journey can get access to the most relevant and important information before they start with Cleary’s Preboarding Experience!

Setup 

To begin, simply navigate to Admin → Preboarding in Cleary. 

• Note: Only users with the Journey Manager permissions can set up preboarding. To learn more about Creating and Managing users, click here. 

From here, simply search and select the company content you want preboarders to see, across Pages, News, and Carousel cards. You could feature news articles with your company in the press or other important updates, and pages relevant to new hires such as benefits or office information. 

You’ll then click Save Updates when selected. To remove content, simply click the x to the right of the title. 

If a user gains access to Cleary before their start date, they’ll see a simplified version of Cleary that will only display tasks, communication, and surveys related to their onboarding journey, as well as the selected modules configured as part of the Preboarding Experience. 

You can then click Preview as preboarding user to get a glimpse of what upcoming new hires will see when they gain access! 

To exit, just click your profile picture on the top right and click Exit Preboarding Experience.