How journeys work

To begin editing your journeys, you’ll first need to go to the Journeys page. You can go to your Journeys page by clicking the journey icon on the left hand menu when logged into the platform. After that you can see all your journeys, their options and the progress people are making in them.

If this is your first time moving around the platform, you’ll only see one premade journey — the New Hire Onboarding journey. This journey is a collection of well-researched best practices. It does require some editing to inject your own brand into it, but it is set-up to work right out of the box.

There are two ways you can create a new journey; from scratch and from a template.

From scratch:

To start a brand new journey, you’ll need to click the “+” icon at the top right-hand side of the page. Then select the “Get Started” option in line with the “Blank” option. This will open a completely new journey for you to create the onboarding journey of your dreams!

From a template:

While creating a blank journey will give you more flexibility on choosing which steps you’d like in your journey, it’ll also require more setup time. Using one of our templates can be a quick way to get started on using the platform with minimal effort. 

To start from a template, you’ll need to click the “+” icon at the top right-hand side of the page. Then simply choose which template you wish to use and click the “Get Started” option. This will open up the selected template and you’ll be able to edit it to your liking.

There are a few options you can take advantage of while browsing journeys. One of which is filtering the journeys. By clicking Show Advance Filters on the top right, you’ll be able to filter journeys by their office, department, position, team and even by tags to quickly find specific journeys.

You’ll also be able to take advantage of a few other options available in the Journey settings dropdown (right of the journeys). Here’s a quick overview of each of them:

• Edit Journey
  • Clicking this option will allow you to edit your Journey. You can also choose to click the pencil icon on the right of your journey to make edits.
• Manage Team (link to article)
  • Managing the team will allow you to manage the employees who are over seeing a specific journey.
• View Journey Results
  • This is where you go to see all of the progress employees made throughout the journey. You will also be able to see the answers for specific steps.  
• Turn Off Journey
  • Turning off a journey will cause all future activities to cease until the journey is turned back on.
• Duplicate a Journey
  • Duplicating a journey will make a copy of an existing journey but won’t copy over the employees that are currently going through the journey. 
• Delete Journey
  • Clicking this option will delete your journey and this cannot be undone! Please double check before deleting a journey.

Team members are those who oversee the employees going through a journey. This includes buddies, mentors, human resources and whoever else you deem should be involved in the process.

Before adding a team member to a journey, you first need to make sure that they’re a user in the platform.

Once you’ve added a team member to a journey, you can assign them tasks throughout a journey.

When you’ve finished creating your journey and want to put an employee through your newly created journey, you’ll need to first add them to the platform. You can do so by either adding them through the employee directory section in the left hand menu or by clicking on the Assign employee button on the top right when viewing a journey and then clicking the add a new employee hyperlink.

After adding the employee to the platform, you’ll need to click on the journey you’d like them to be added to. By clicking on a journey, you’ll be able to see every employee that’s currently in the process of completing a journey. As you haven’t already added an employee through one of your journeys, you shouldn’t see any employees when you click on a journey. Clicking the Assign employee button on the top right of the page, you’ll get a prompt to choose which user you’d like to add to the journey. 

If you have steps that start before the start date, make sure the date you enter for the start date is in the future to give time for your earlier steps to run.

Once you’ve added a few employees through a journey, you can start taking advantage of a few features related to viewing and reviewing journeys. The first of which is to view how well employees are working through their journeys.

Viewing an employee’s timeline

You can see how well an employee is progressing through their journey and what is upcoming for them. To see this, click on the journey you’d like to view more of. You will then see all of your employees who are working their way through that journey. Find the employee you want to see more about, and click on their name.

You will now see the entire journey for that employee. You can see what steps they have taken and what steps your team members have taken. Keep in mind that you can’t edit the journey in this view, you can only check-in on how things are going.

Viewing an employee’s results

Depending on what items you use to create your steps, there will be results from your employees. This can come in the form of survey results from your Smart Form items or recorded videos. 

To view these results, first go to the Insights and Reports tab on the left hand side of the screen. Find the “Journey Results” box and click the “Review Results” blue-highlighted text. You will then be able to sort through all the employees who have submitted some kind of result. Find the employee you want and click on their name.

You will see an overview of all of the steps they have completed. The steps in which the employee submitted something will have a “Review” option in the right most column. Simply click on the blue-highlighted text and you’ll be able to view what the employee responded with.

If you want to quickly sort through your many journeys in a quick and easy way, try using the filters. On the right hand side of your screen, you will see “Show Advanced Filters”. By clicking on this, you will be able to access all the filtering options for your journeys.

You can filter journeys based on their status. For example, if you want to only see journeys you have paused or turned off, you can select the “Paused” filter.

If you have steps that start before the start date, make sure the date you enter for the start date is in the future to give time for your earlier steps to run.