Once you've created an Onboarding Journey, you can add your New Hires, along with their start dates, so that they receive the Messages you added to your template(s).
When you onboard New Hires in Donut you need to provide a few key pieces of information for each new hire:
The date the new hire is starting.
The new hire's time zone, so that the Messages will send at the correct time in their local time zone.
The new hire's Slack name or company email address. Let us know who the New Hire is on Slack. Or if their Slack account doesn't exist yet, just enter their company email address and Donut will find them when they sign up for Slack.
Name, Slack name, or company email for any other Roles. E.g. the New Hire's Manager or Buddy. Just start typing their name or email address under the appropriate Role and autocomplete options will appear.
The Journeys you'd like to use for each new hire. This controls which Messages the New Hire and associated Roles will receive. As an example, you may have an "All New Hires" or "General Onboarding" Journey that you apply to everyone, and more specific Journeys like "Mobile Engineer" or "NYC Office" that include additional information and Messages. You can select one or multiple Journeys for each new hire.
Add One New Hire at a Time
To add one New Hire:
Locate the left-side menu in your dashboard. Under Donut Journeys, click in to your New Hires page.
Select Onboard New Hires near the top right.
You'll see a popup, where you should select One-time enrollment on the left-hand side. Then, click onboard a new hire manually one at a time.
Fill in the new hire's details, including start date, time zone, and which Journeys they should receive.
Lastly, click Add New Hire.
Add Multiple New Hires
If your team is growing rapidly then you likely have many new hires starting on the same day. In this case, you can add them to Donut all at once.
Locate the left-side menu in your dashboard. Under Donut Journeys, click in to your New Hires page.
Select Onboard New Hires near the top right.
You'll see a popup, where you should select One-time enrollment on the left-hand side. Then, click onboard new hires manually in bulk.
Fill in the details that apply to all new hires, including time zone and which Journeys they should receive. Select Add New Hires.
Don't worry — if your new hires have different time zones you can change this on the next step. ⬇️
Use the grid to fill in the rest of the details for all your new hires. Use the Add Row button if you need space for more new hires. Or, copy and paste all your info from a spreadsheet — see below for more.
Once all your new hires' details have been filled in, click Add New Hires.
💡 Pro Tip: Copy & Paste into Donut
Many teams already have a list of the new hires, their managers, and other associated people collected in a spreadsheet, so we designed Donut to allow you to copy and paste all of this directly from a spreadsheet.
In step 3 shown above, you can copy & paste a list directly from your spreadsheet, as long as your columns are in the same order. And don't worry if it looks like there aren't enough rows — we will automatically add enough rows if you paste a list that's longer than the number of rows shown.
Add New Hires via Channel Enrollment
You can also automatically enroll New Hires in a Journey when they join a specific Slack channel. To set up channel-based enrollment:
Locate the left-side menu in your dashboard. Under Donut Journeys, click in to your New Hires page.
Select Onboard New Hires near the top right.
You'll see a popup, where you should select Ongoing automatic enrollment on the left-hand side. Then, click Auto-enroll new hires by joining a Slack channel.
Select which Journey(s) you'd like to assign to New Hires as well as which channel(s) from your workspace you'd like Donut to pull New Hires from.
Click Next and then OK to confirm your selection.
💡 Good to know:
Only new channel members will be enrolled; people who are already in the channel when the setting is turned on will not be automatically enrolled.
If someone joins a channel multiple times, they will only be enrolled in the Journey once.
Have questions? Contact us
If you have any questions or feedback, click the purple Donut button on the bottom right of your screen to open up a chat with our support team!