Overview
The Manager Presets feature allows you to tailor onboarding content specifically for managers who are guiding new hires. By creating these presets, you can ensure that managers receive relevant Tips & Tricks and Checklist items to support them in their role. This customisation is crucial in the onboarding process, especially when managers need to keep track of the tasks their new hires should complete during their first month.
Example
For instance, if you are onboarding a new sales team member, you can create a "Sales Manager Preset" that includes tips on how to guide the new hire through the sales training modules and checklists to track progress on their first tasks (e.g., completing their product training, meeting a sales target, or learning key software). Meanwhile, the new hire would be following their own checklist of tasks for completing onboarding.
Steps to Create Manager Presets
→ Start creating a Manager Preset
Navigate to the Manager Preset section.
Click on ‘Create New Manager Preset.’
Once the new preset is created, select it from the dropdown menu.
→ Create tab name in Player
Give your preset a recognisable name in the Manager Toolkit tab by adding it to 'NAME OF TAB IN PLAYER' so that managers can easily locate and identify the toolkit in the platform.
→ Add a Manager Introduction
In the Manager Introduction section, add a title and a welcome message that managers can send to new hires in the 'Manager Introduction (Description)' field.
→ Managers & Buddies have the option to edit the message. Learn more in the article: A guide for manager buddy getting started with your manager toolkit.
Note: The text managers and buddies are able to see is the default message and not the one that was adjusted in the preset.
Make the message an email
Note: This message are sent as push notification to new hires linked to the manager or buddy with this preset.
You also have the option to send this message as an email to the new hire in addition to the push notification. Simply enable the option: 'Send manager introduction message by email to new hire in addition to the push notification'.
→ Edit Emails for Managers
You can customise the emails that are sent to managers by clicking the pencil icon. There are three types of emails sent to managers:
Invite Manager Email: This email is sent to a manager when they are first invited to the system. It includes a link to complete their registration and set up their profile within the platform.
Welcome Manager Email: This email welcomes the manager to the platform after they’ve registered. It typically contains an introduction to the manager’s role, what they can expect, and how they can get started with the Manager Toolkit.
Added Manager Following Email: This email is sent to a manager when they are added to a new hire's onboarding process. It provides them with information about the new hire they are responsible for and gives them access to the relevant resources and tools.
People managing the Manager Toolkit
Additionally, you can add custom email addresses for people responsible for managing the manager toolkit process. These custom recipients will receive notifications when certain actions occur in the toolkit.
Note: If you have multiple people responsible for the manager toolkit, you can add each email address on a new line. The types of emails sent to the custom recipients are:
Manager Forwarded/Assigned New Hire Email: when a new hire is assigned or forwarded to a manager.
Manager Not Taking Action Email: when a manager has not taken action on their assigned tasks for a new hire.
Manager Declined New Hire Email: when a manager declines to take responsibility for a new hire.
Manager Account Archived Email: when a manager's account has been archived.
→ Assign Preset to New or Forwarded Managers
You can assign a default manager preset to a new or forwarded manager using the dropdown menu.
You can assign presets to:
New Managers: when they are added to the system.
Forwarded Managers: when a new hire is passed on to another manager.
Steps to Assign a Preset to a Manager
→ Open User Management
Go to the User Management page from the menu on the left.
→ Search for the User
Use the search bar to find the manager by name.
Click on their name to open their profile.
→ Assign the Preset
Locate the Preset dropdown menu in the profile.
Select the desired preset and click on 'Save Changes'.
Need help with Tips & Tricks or Manager Checklist?
→ Learn how to create Tips & Tricks in this article: Coming Soon! ✍️
→ Find guidance on Manager Checklists in this article: How to add a checklist for managers (manager toolkit).
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