To create a new onboarding plan, or modify an existing plan:
- Start by logging into the web-app. From the home page, click the "onboarding plans" icon.
- You can choose an existing plan from the dropdown menu, or you can create a new plan by clicking the + New Plan icon.
- If you are creating a new plan, enter your initial plan details into the form.
- Customize the details of your new or existing onboarding plan by expanding each week, and answering the onboarding questions. This is the information that eddy will be dripping out strategically over the course of their 30 day onboarding period. Turn the previews on to see exactly what this will look like from the new hires perspective in slack.