When you add a New Hire to Donut, we'll ask you to select someone to fill empty Roles associated with the New Hire, such as their Buddy or Manager. 

Donut helps you save time, delegate responsibility to your other team members, and streamline your onboarding process with automated Role logic. So you have 

Editing Role Logic per New Hire

You can search for specific users to fill roles, or click the ellipses to select another way for that role to be chosen. 

You'll see three other options:

  1. Chosen by another role
    (for ex: if a "Buddy" should be chosen by the New Hire's "Manager")
  2. Chosen by a specific person
    (for ex: if the "Buddy" should be chosen specific person on your team)
  3. Random person from a channel
    (for ex: if you have a Slack channel you'd like Donut to randomly select a "Buddy" from, such as #ambassadors or #buddyvolunteers)

Click "confirm" to save the role settings. 

What Happens When I Set Someone Besides Me to Choose a Role?

When you select someone (ie a Manager, Specific Person, etc) to choose a Role for a New Hire such as a "Buddy," the Manager or Specific Person will receive a Slack message prompting them to select someone to fill the Role. 

Editing Role Logic for an Entire Template

You can also set the default Role logic for a template so that all New Hires assigned that template will have the same rules (without you having to edit  each one individually). Setting the default Role logic saves you time, helps you delegate responsibility to other team members, and automates your onboarding process.

Click "Templates" in the left navigation (between "Reporting" and "Roles"), then find the template you'd like to edit. Click the gear icon and select "Settings." 

Once in the Settings, navigate to the "Roles" tab. You'll see a list of all Roles with options for how each Role should be filled. 

There are four options:

  1. Chosen on New Hires screen
    (this is the default setting, roles are filled by an admin when New Hires are added)
  2. Chosen by another role
    (if the "Buddy" should be chosen by the New Hire's "Manager")
  3. Chosen by a specific person
    (if the "Buddy" should be chosen specific person on your team)
  4. Random person from a channel
    (if you have a Slack channel you'd like Donut to randomly select a "Buddy" from, such as #ambassadors or #buddyvolunteers)

Note: Changes made in this screen will be applied to all Roles in that template, so all New Hires assigned that template will have the same logic.

For example, if you edit the Buddy role logic in your "General Onboarding Template" to be "Chosen by another role" and select "Manager," then all New Hires assigned the "General Onboarding Template" will have their Buddy chosen by their Manager. 

Be sure to hit "Save" once you've updated all Roles. 

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