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Onboarding content management

Shirley Bousfield
Updated
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  • This guide explains how to create content for your future starters in the latest version of Onboarding (configuration in the HR menu), helping them get to know your organisation before their first day

  • Not using onboarding? Find out more, plus if you'd like further information on setting it up then please raise a request to contact the customer experience team.
     

Contents

 

Introduction

  • Onboarding helps new employees familiarise themselves with your brand, ethos and values. By onboarding effectively, your new hires can become productive more quickly. Educate new starters about policies, guide them through initial administration and give them an insight into your organisation’s culture before their first day

  • Enable starters to:

    • View and accept policies to support compliance

    • Gain an insight into your brand, culture and history

    • Access useful information such as building layouts and transport details

    • View videos, images, presentations and social media

    • Provide data not captured during the recruitment process, such as bank details

    • Complete introductory tasks such as online learning before their first day

⚠ Important

  • Onboarding uses HTML (HyperText Markup Language) which is the code that is used to structure a web page and its content. The content editor covered in this guide can be used to create/edit basic content, but in order to get the most out of the product it is recommended that only people with appropriate HTML knowledge are involved in the creation/maintenance of content

  • Images/photos must be hosted on an external web link so that they can be referred to in the relevant page HTML. We recommend you discuss this with your IT or Marketing Department but alternatively Ciphr can host this for you upon request

 

Content groups

  • A content group contains multiple pages, each with several tabs.
  • Groups can be tailored to different user roles, such as entity types or scenario managers, so each starter sees content relevant to them. See the linked guide for more details
     

To view a content group

  • Click Onboarding > Content management

  • The screen presented will show any existing content groups

  • Click on the name of the group

  • The screen presented will show the name of the group and on a separate tab display the Pages within that group

 

To create a content group

  • Click Create

  • Give the content group a Name

  • Click Default? If this is to be the default content group

  • Use the Select button to choose to copy content from another group

  • Click Create

  • Having created the group an additional tab will be made available – Pages

  • If you chose to clone a content group then the pages available will be a copy of those from the original group

  • These pages can be edited, deleted or new pages created as required

 

 

Pages

  • A Content Group contains Pages of content.  Each Page can have multiple Tabs

  • As a user is going through the onboarding process they will be presented with pages of information of varying types

  • Eg the first page (order 1) will be shown. In this case the page has 3 tabs

 

To view a page and its associated tabs

  • Click on the name of the page

  • The screen presented will show the details of the page and on a separate tab display the Tab list within that page

 

To create a page

  • Click on the Pages tab

  • Click Create

  • Give the page a Title and a Description and specify the Display Order

  • Click Save

  • The page will be added to the list of pages and a new tab made available – Tab List

  • You can now go on to create the Tab List options for this page

 

Tabs

  • A Tab is a separated area within the content of a Page.  Each Page can have as many Tabs as is required

To view tab details

  • Click on the name of the tab to view

  • The screen presented will show the details of the Title and Display Order

  • Click Edit Content to open the tab and make changes to the tab information

 

To edit a tab

Note: We do not recommend editing existing content that has been created for you by Ciphr unless you have a good understanding of HTML.  It is also recommended to clone the content to be edited first, so you can make changes in a test environment without affecting any live content, to ensure you are happy with the layout before copying to your live environment.

Images/photos must be hosted on an external web link so that they can be referred to in the relevant page HTML. We recommend you discuss this with your IT or Marketing Department but alternatively Ciphr can host this for you upon request.

  • Locate the tab that you want to edit and click Edit Content

  • The tab will open displaying the contents and an editing toolbar (see full details below)

  • Use the editing toolbar to make changes to an existing tab content or to create new tab content

  • When all editing changes have been completed click Save 

 

Editing toolbar

  • Hovering over the buttons on the edit screen will show tooltips

Notes: 

  • Insert options (hyperlink, image, video, file): All require a public web address to add. It is recommended to discuss a suitable file location with your IT/Marketing Team as required or alternatively Ciphr can host this for you upon request
  • View HTML: This is created automatically as you add to the page, but should be checked when editing if customised content has been built by Ciphr (see note at the start of the Edit section)

 

To create a tab

  • From the Tab List click Create

  • Give the new tab a Title and set the Display Order

  • Click Create

  • Then to populate the tab click Edit Content

  • Use the editing toolbar to create the tab content as covered in the previous sections 

  • Once complete click Save

 

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