Journeys are designed to streamline HR processes by providing a clear, structured path for employees and stakeholders to follow. They guide participants through key stages such as pre-onboarding, onboarding, and offboarding, ensuring important steps are completed consistently and efficiently.
Beyond these core processes, you can create custom journey types for a variety of scenarios, including relocations, promotions, pay raises, or any recurring HR workflow unique to your organisation.
By keeping everyone informed and aligned, Journeys simplify complex tasks, reduce errors, and make HR processes more transparent, scalable, and easy to manage—giving your team more time to focus on people, not paperwork.
What can Journeys be used for?
Here are some examples of how Journeys can be applied:
Employee lifecycle workflows
Pre-onboarding: Prepare new hires before their first day by collecting documents, setting up equipment, and sharing essential company information. New hires can complete pre-onboarding using their personal email, without IT setup.
Onboarding: Guide new employees through a structured process to integrate them into your company, covering orientation, training, and goal setting.
Offboarding: Ensure a smooth and compliant exit for departing employees with tasks like knowledge transfer, exit interviews, and access deactivation.
Internal movement / promotions: Streamline transfers or promotions with coordinated workflows for role updates, system changes, and communications.
Reintegration: Support employees returning from sabbatical or parental leave with tailored onboarding, wellness support, and team alignment.
Administrative & HR operations workflows
Relocation: Simplify employee relocations with checklists covering logistics, legal requirements, and internal coordination.
Salary adjustments: Manage salary changes through a standardized approval process involving HR, Finance, and Leadership, while automating updates to relevant employee profile fields.
Contract changes: Handle updates to employment contracts—including position, hours, or terms—with approvals from relevant stakeholders like Finance, Legal, and Leadership.
Performance Improvement Plans (PIPs): Structure and track performance improvement efforts with clear goals, regular check-ins, and documentation, keeping everything organised and compliant.
Event planning: Coordinate internal events, such as town halls or training sessions, with workflows covering invites, logistics, and follow-up.
OKR creation for teams/departments: Guide teams through drafting, reviewing, and finalising Objectives and Key Results, ensuring consistency and alignment for recurring activities.
How a journey can look like for an employee
When a journey is published and assigned, the employee can easily access their assigned journeys in several ways:
To-Dos in the top menu bar
To-Dos on the homepage
Journeys → My tasks in the left menu bar
Email, if Access by personal email is enabled during journey creation
As employees complete their tasks, they’ll see their overall progress displayed as a percentage, along with how many tasks remain. If any tasks are overdue, these will be clearly highlighted to help them stay on track.
📌 Note: To learn more check out Journeys: tips & best practices or explore our Journeys collection to familiarise yourself with its full capabilities.