DEX / Onboarding

Onboarding Settings

Define when week-1 pulses fire, who gets notified, and how new hires flow from HRIS sync into DEX, set once, reuse for every cohort.

Real-world scenario

Priya Mehta · People Ops Lead at Bluewave Labs

Priya standardizes onboarding: optional day-1 welcome, required week-1 pulse on day 7, 30-day checkpoint for all engineers. HRIS start dates trigger everything, she doesn't manually deploy for each hire.

Before you begin

  • Published surveys for each checkpoint you enable
  • HRIS or manual employee start dates in org records

Overview

Onboarding settings are Priya's playbook. Instead of creating a deployment every time someone joins, she defines the sequence here, surveys, timing, notifications, and WorkVerge applies it when HR marks a new hire.

Bluewave onboarding template

Day 1: Welcome to Bluewave Labs (optional, no reminder)
Day 7: Week 1. How's it going? (required, reminder day 9)
Day 30: 30-Day Check-in (engineering roles only, reminder day 33)

Configuration

  1. 1

    Open DEX → Onboarding → Settings

    This is the template every new hire inherits, change it once, not per person.

  2. 2

    Assign default surveys

    Pick surveys for day 1 (optional welcome), week 1 (pulse), and 30-day checkpoint.

  3. 3

    Set notification timing

    Choose when employees and managers receive email and in-app alerts, initial send plus reminders.

  4. 4

    Enable HRIS triggers

    When HRIS sync sets a start date, WorkVerge schedules surveys automatically, no manual deployment per hire.

  5. 5

    Save and verify

    Add a test employee or review the next scheduled onboarding to confirm dates look right.

Changes aren't retroactive

Editing settings affects new onboardings going forward. Employees already mid-flow keep their original schedule unless you adjust them individually.

Automations

Default templates cover most cases. For advanced chains, notify IT when tooling scores low, add hires to a "June Cohort" folder, start a follow-up deployment, use DEX Automations or cross-product Automation Workflows.

WorkVie AI can suggest survey selections during setup if you're unsure which checkpoint fits a role, helpful when Priya adds a new "Sales AE" track alongside engineering.

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