Journeys help HR teams automate pre-onboarding, onboarding, and other key employee moments—enabling faster ramp-up, saving time, and delivering smooth, consistent employee experiences.
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1. Make a plan
Before building a journey, map out the full workflow. Planning ahead saves time and ensures nothing is missed. You can sketch this out digitally or on paper.
Things to consider:
Steps: What steps need to be taken from start to finish?
Stakeholders: Who needs to be involved—individuals or teams?
Sequence: Are certain steps dependent on others? For example, Finance may need to approve a salary increase before further steps proceed.
💡 Tip: As you build more journeys, you may notice recurring steps. Save these as reusable steps in your Library to quickly add them to future journeys.
2. Standardise, then customize
For recurring workflows, create journey templates to save time and ensure consistency. Templates prevent important steps from being missed while allowing flexibility for custom scenarios.
Reusable steps can be incorporated into journey templates or newly created workflows from scratch. For example, you may request additional documents from a new hire who has a working visa. If this becomes a common scenario, you could create a reusable step for “International worker” to be added into a Pre-onboarding journey.
Things to consider:
Are there different requirements for hires in different regions that would require additional steps or compliance considerations.
What are the core steps, tasks, approvals, requirements for this employee workflow: we can turn them into a template or reusable steps.
Will we need to customize this template often? If yes, creating a new template, or reusable step, may be more efficient.
E.g. you’re hiring more and more international workers with a working visa, it may be best to create a journey template that includes mandatory steps for them such as document collection.
3. Make it cross-functional
Journeys work best when multiple teams collaborate. Key processes like onboarding, promotions, and offboarding require input and approvals across departments.
By planning carefully, standardising workflows, and encouraging cross-functional collaboration, Journeys reduce bottlenecks, improve efficiency, and enhance the overall employee (and HR) experience.
We recommend:
Invite your full employee list into Tellent HR: you can assign tasks to individuals and teams to keep the workflow moving, and new employees can get an idea of the company structure by taking a look at the Organization Chart.
Publish journeys and assign tasks ahead of a new hire’s start date: collaborating teams have enough time to complete their assigned tasks, new hires can onboard and ramp up from their first day.
Add task descriptions: this helps create clear requirements and expectations from other teams.
📌 Note: To learn more check out An introduction to Journeys or explore our Journeys collection to familiarise yourself with its full capabilities.