Overview
The new Manager Toolkit was launched in November 2025, and we’re now introducing an exciting new feature: the ability to add connections for your new hires, such as managers or buddies.
Connections let you link other members of the organisation who have access to the Manager Toolkit. This ensures that new hires always have the right support and that their progress can be monitored effectively.
With connections, managers can involve other managers or buddies to guide and assist new hires throughout the onboarding process, making onboarding smoother, more collaborative, and supportive from day one.
Example
As a manager, you might want to add a buddy to follow the progress of a new hire and assist them with onboarding. Or, if you are no longer able to support a new hire, you can add another manager to ensure they still receive guidance.
📌 Important:
The Connections feature can be turned on or off in the Organisation Settings. If you would like to enable or disable this feature for your organisation, please contact Support.
Steps to Add Connections to a New Hire
→ Open the Manager App and go to My New Hires
Open the Manager app on your device.
Click the My New Hires tab in the top menu bar.
Select a new hire by click on the name of the new hire you want to add connections for.
Their detail page will open on the right side.
→ Add connections
Click the “Add Connections” button on the right side of the screen.
Use the search bar at the top to find the manager or buddy by name or email.
Select the correct user by clicking the checkbox next to their name.
You can add multiple managers or buddies at once.
Press “Done” to save the connections.
Note: The manager or buddy will receive an email notifying them about the new connection.
→ Stay Connected to the New Hire
At the bottom of the pop-up, there is an option to “Keep myself connected to this new hire.”
If checked, you remain connected and retain access to the user’s profile.
If unchecked, you will no longer have access to their onboarding progress, and the new hire will be removed from your list.
Add a New User
If you don’t see the person you’re looking for in the list of available connections, you can also add a user manually:
Click “Add Connections” in the new hire’s profile.
Click “Add User”.
Enter the user’s name, surname, and email address.
Click the “Add User” button.
Press “Done”.
Note: The new user will receive an email to join the Manager App. After joining, they will be able to see the new hire connected to their account.
📌 Important:
The option to add new users can be enabled or disabled in the organisation settings. Please contact Support if you would like to change this setting.
Connection Emails
→ Existing users
When you connect a manager or buddy, they will receive an email informing them that a new hire has been connected to them.
📌 Note:
When you add a connection, they will receive emails based on the preset template they are assigned, not the template of the person sending the connection.
For example: If you are using the Manager preset and the connection you are adding is using the Buddy preset, they will receive an email based on the Buddy template.
→ New users
When you add a new user, they will receive an email invitation to join the Manager Toolkit. Once they accept and set up their account, they will be able to access the new hire connected to them.
Learn more about which presets are assigned to new users in the Assigned preset for new users section below.
Assigned preset for new users
When you invite a new user, they will be assigned the preset defined in the sender’s preset settings. This can be configured in the section “Assigned preset when collaborating with a new manager” within each preset.
Example:
If you are using the Manager preset and the preset assigned under “Assigned preset when collaborating with a new manager” is Buddy, the new user will receive the Buddy preset.
There, you can choose which preset new users should receive based on the sender’s preset. See screenshot below:
📌 Important:
Customers who used the previous Manager Toolkit had two separate options:
Assigned preset when assigning to a new manager
Assigned preset when forwarding to a new manager
These options have now been combined into a single setting:
Assigned preset when collaborating with a new manager
When this feature became available, the setting was automatically updated to the default behaviour, meaning the new user receives the same preset as the sender.
⚠️ If you want new users to receive a different preset, you need to adjust this setting.
Personalise the connection emails
You can personalise your connection emails to reflect your organisation’s preferences by editing the template in the “New Manager Toolkit” tab in the Editor.
Go to the New Manager Toolkit page in the Editor.
Select the preset you want to edit for the email template.
Scroll to the bottom of the page to find the “Emails for your managers” section.
Click the pencil icon next to the “Added Manager Following” option.
Edit the subject, title, body text, and call-to-action button of the email.
Send a test email to see how it will look before saving.
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