Admin Notification Digests in Onboard

Onboard admins can get one grouped digest email for the work waiting on them, instead of one email per event.

The only proactive Onboard email was one message per internal task assignment, so assigning a flow to hundreds of workers meant hundreds of emails, while reviews, countersignatures and overdue workers sent nothing at all.

What's new

• Ten activity types — review tasks, assigned tasks, documents to countersign, fully signed documents, completed onboarding, overdue workers, inactive workers, completed tasks, overdue admin tasks and upcoming start dates.

• Choose how often — send each type hourly or once a day (around 9 AM in each admin's time zone), or turn it off, and a daily item that still applies after the number of days you choose appears once more.

• One grouped email — updates are grouped by category, task and flow with each worker's name, start date, job and location, and buttons open the Task Manager filtered to those workers.

• Reviewers for review tasks — tasks that require review get a reviewer picker, so review notifications reach the right people.

Why it matters

Managers who rarely open Onboard know what's waiting on them, and large flow assignments stop flooding inboxes.

What to expect

Every type starts Off. When no recipient is set, a digest goes to every admin who can see that worker, which can be a lot of people at a large company, so start with a few types and check who will receive them.

Availability

Now available to an initial group of customers — contact your Customer Success representative to get access.