In Onboard, Routes are the series of steps a new employee needs to follow when starting with your company. Routes often include tasks for new hires, like providing tax info, signing electronic documents, and reading or watching training material. Routes can also include tasks for their assigned manager, like provisioning equipment, scheduling meetings, or providing training.
Admins can create and edit the company-level routes that are assigned to new hires. Once assigned, Managers can edit routes for individual new hires.
There’s no limit on how many routes you can save or how many tasks you can include on each route.
How to create a new route
Admins can create routes in their company settings.
Click the gear icon ⚙️ in the left sidebar.
Click Routes.
Click Add Route.
Enter a title for the route.
Click + Task to add a task.
Enter a title and details for the task.
Click Create.
Continue adding tasks as needed and click Create to complete the route.
How to edit a route
Admins can edit routes in their company settings.
Click the gear icon in the left sidebar.
Click Routes.
Find the correct route on the list and click the edit icon (pencil) on the right.
Add or edit tasks as needed.
Click a task to open it and make changes.
Click and drag a task to reorder the route.
Click the X on a task to delete it.
Click + Task or Add a task to add a new task to the route.
Click Save Changes.
Note: If you make changes to a route that has already been assigned to new hires, the changes will not be reflected on existing new hires’ assignments. If needed, you can make changes directly to new hires’ routes on your Route Board.