This article explains how to create a new Manager Toolkit preset and configure each of its components: List of Talents, To-Do Items, Tutorial, Dashboard, Tips & Tricks, and Manager Introduction.

After naming your preset, you'll be able to configure the different components that make up the toolkit. You can personalise each section based on your onboarding needs, for example, different departments, regions and/or roles.

Below you have an explanation on what each section means and what you can configure:

Required – cannot be disabled

This section shows managers and buddies a list of all newly hired employees assigned to them. It allows them to monitor each new hire's onboarding progress.
This is a fixed feature and always visible in the toolkit.

Optional – can be enabled or disabled

Allows you to create a checklist of onboarding tasks for managers to complete for each new hire. You can:

This feature helps ensure managers stay on track throughout the onboarding period.

Optional – can be enabled or disabled

This section shows a short tutorial to managers and buddies explaining how to use the Manager Toolkit. It can be turned off if not needed.

Required – cannot be disabled

The Dashboard page is the first page that Managers and Buddies will see in their Manager App. You can customise the content on this page by adding the following elements:

Language Options: Choose the content language.

Dashboard Logo: Upload a logo if you want the Manager App to reflect your branding.

Dashboard Message: Add a message at the top of the dashboard page, including an image or video to greet managers and buddies when they open the app.

Optional – can be enabled or disabled

A section where managers can access useful information on how to best support new hires. You can use Appical's default content or add your own tips, best practices, and images.

Optional – can be enabled or disabled

Lets you create a default welcome message that managers can send to their new hires. Managers can either use this message or customise it.
​Note: If this feature is disabled, managers won't be able to create or send an introduction message.

Overview of the refreshed Manager Toolkit and what it offers managers and buddies.

Rename the Manager App tab and match the app's branding to your company.

Add multiple languages to a preset and translate its content.

Set up a custom notification email address for this preset.

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