Onboarding is a short guided start that welcomes learners to the program. Before the program opens, learners can read your welcome message, learn about the program and the people supporting them, add their sessions to their calendar, and set up their profile. Learners can complete onboarding ahead of time, before they get access to the rest of the program materials.

You set up onboarding in the program's Edit view. First you turn onboarding on for the program, then you choose which onboarding pages learners see and edit each one.

Turning On Onboarding

1. Open your program and select Edit.
2. Under Program Overview in the left-hand menu, select Program Set Up, then select Details & Settings.
3. Select the Experience tab.
4. Under Getting started, turn on Onboarding.

If the program is already active, turning onboarding off removes it for any learners who haven't completed it yet. You'll be asked to confirm the change.

Choosing Your Onboarding Pages

Once onboarding is on, select Onboarding under Program Overview in the left-hand menu. This page lists every onboarding page you can include, grouped into Welcome, About the learner, About the program, People and Staying in touch.

Turn on the pages you want learners to see. Each page you turn on appears in the menu under Onboarding, where you can select it to edit its content.

Fill in each page you turn on before you start enrolling or activate the program. Any onboarding page with required fields still to complete shows as outstanding on the Program Overview checklists.

Turning a page off hides it from learners and removes it from the menu, and its fields are no longer required. Anything you've written on it is kept, so it's still there if you turn the page back on.

Some switches only appear when the program has what that page needs. For example, Dietary Requirements needs an In Person, Residential or Blended delivery mode, Your Coaches needs coaching turned on, and Calendar needs Program calendar turned on, on the Experience tab. If you can't find a switch, select Guroo Help on the Onboarding page for a full list of what each one needs.

Editing an Onboarding Page

Select a page under Onboarding in the left-hand menu to edit it. At the top of each page you'll see:

• Who sees the page - Learner & Coach, Learner Only or Coach Only.
• Required items - a summary showing whether every required field on the page is complete. Select it to see what's still missing. A green dot next to the page in the menu means it's ready.

Most pages let you edit the title and message learners see. You can also set an optional Nav Title, a shorter name to use in the learner's onboarding menu when the full title is too long.

On pages that coaches also see, you can turn on the Replace ... for coach switch to write a separate message for coaches. Otherwise, coaches see the same message as learners.

Select Guroo Help on any onboarding page for tips specific to that page.

Onboarding Pages

Each onboarding page is explained below, in the groups they appear in on the Onboarding page.

Welcome

• Welcome - introduce your program and welcome learners. Type @first_name@ in the Welcome title to autopopulate each learner's name in their own individual Onboarding experience. You can also add a welcome video, uploaded as an mp4 or streamed from Vimeo or YouTube, to introduce the program and the people delivering it.
• Acknowledgement of Country - add an Acknowledgement of Country as text only, text and an image, or a video.

About the learner

• Profile - learners check, edit and update their profile information.
• More About You - ask learners to complete a form, chosen from your active Application & Onboarding Forms. Turn on Prefill Form If Previously Completed to fill in answers a learner has already given in the same form on another program. Learn more about Application and Onboarding forms here.
• Learning Contract - explain what's expected of learners in the program, for example guidance on discussion and sharing, data and privacy, and a community code. Learners must tick Acknowledge To Continue before they can move on. Learners who have already accepted the contract aren't asked again if you edit it later, so finish it before learners start onboarding.

About the program

• Learning Journey - explain the learning journey and program duration, and upload an image showing the journey if you have one. Learners can find this again later under Program Overview.
• Learning Objectives - show learners the program's learning objectives. The objectives themselves are written on the About tab of Details & Settings. On this page you can turn on: 
  • Learners Must Rate Objectives - Learners are required to rate how important they find each objective before they can continue
  • Learners Can Add Objectives - Learners can add their own personal objectives, alongside the Program Objectives
• Badges - introduce the badge learners can earn. The badge appears on this page once you've added one to the program in Badge & Certificate. Learners skip this page until the program has a badge.
• Calendar - list the program's sessions so learners can add them to their calendar or print the full schedule. Turn on Require Invite Add And Availability Acknowledgement if learners must add the sessions and confirm they're available before continuing. Learners with no sessions skip this page. This page needs Program calendar turned on, on the Experience tab. Read more in Program Calendar.
• Location - share the program location and any arrival details, such as parking, public transport or room details. This page is only available for In Person, Residential or Blended programs with Program Has Physical Location turned on.
• Dietary Requirements - if your program includes catered face-to-face sessions, ask learners for any dietary preferences or restrictions. The Dietary options are managed at a platform level.
• Additional Information - a free text page for anything else learners need to know before the program starts.

People

• Program Team - introduce the facilitators, coordinators and other team members supporting the program. Only team members with Display in Onboarding & Overview turned on in their record in the Class List appear here, and learners skip this page until at least one does.
• Your Coaches - introduce each learner's coach. Depending on how coaching is set up, learners either see their assigned coach or nominate one here. This page needs coaching turned on for the program.
• Coaching Guide - a page for coaches only, sharing a guide on how to support their learners. You write the guide and add its attachments in Coaching.
• Cohort - invite learners to share their profile in the program's cohort directory and introduce themselves to the group. This page needs Cohort directory turned on in Social Learning.
• Social Media Group - if you're using LinkedIn or WhatsApp to connect learners, share the group link and QR code. This page needs Program group turned on in Social Learning.

Staying in touch

• Support - let learners know who to contact for help, how to reach them, and when to expect a reply. This message will also appear in the Program Overview, for Learners to access throughout the program.
• Email Preferences - let learners choose which program emails they receive. They can change this later in the Program Preferences tab. The email categories learners can unsubscribe from are set at the platform level.

Let's Get Started

Every onboarding ends on Let's Get Started, so this page has no switch and is always on. Use it to tell learners they're ready to begin.

If the program is still Enrolling, or the classroom is locked until a date set on the Key Dates tab of Details & Settings, learners see a Not Open Yet message instead, showing when the program materials will unlock. You can populate or change this message in the Key Dates tab.

Previewing Onboarding

To see onboarding from a learner's perspective, select Let's Get Started under Onboarding, then select Preview Onboarding. The preview lets you move freely between pages, but you can't fill anything in.

If coaching is turned on, use Learner and Coach at the top to switch between what each sees. Select Back to Edit View when you're finished.

The preview only includes pages a learner would actually see. For example, Badges is skipped if the program has no badge, and Program Team is skipped if no team members are set to display.