Journeys automates HR processes like onboarding, offboarding and contract signing. You set up each process once as a journey, and it runs the same way for everyone who goes through it.
For example, when a new hire starts a journey, Journeys can send them a welcome email, ask them to fill in a form, create their contract and open a ticket for IT.
How a journey runs
A trigger adds a person to the journey. They're now a traveller.
The journey's actions run for that traveller, from top to bottom.
Some actions run right away. Others wait, for example until a form is submitted or a date is reached.
Glossary
Part | What it is |
A workflow you build in the Journey Builder. | |
A person going through a journey, like a new hire, an employee or a candidate. | |
How travellers are added to a journey: manually, through an external form, by a webhook, or by checking another system on a schedule. | |
A step in a journey, like sending an email, waiting for a date, creating a document or updating another system. | |
Journey field | A piece of information about a traveller for a specific journey. |
Traveller field | A piece of information about a traveller that applies to all journeys, i.e. globally. |
Collects information. An external form adds travellers to a journey and can be shared on a portal. The Send form action emails or texts a link, and the journey waits until the form is submitted. | |
A template, like an employment contract, that fills in with traveller data. | |
A set of options, created by hand (manual) or synced from another system (synced). | |
A page where people find your forms and links in one place. | |
A folder for journeys and documents. It also controls who can see and edit the journeys. | |
A connection to another system, like your HR system or e-signing tool. Connect apps from the app marketplace, or build your own custom integration. |
Get started
In the sidebar, open a workspace, or click + next to Workspaces to create one.
In the workspace, click Create journey in the top right corner.
Open the journey in the Journey Builder and add actions.
Click Publish changes when you're ready. Only new travellers get the changes.
To connect other systems, go to Settings → App marketplace.
Want ideas first? See Journey ideas, or click Templates in the Journeys left sidebar.