For Admins & Editors
Everything admins and editors need to build and manage in the onboarding app.
176 articles
Building Your Course
How to create, structure, and style courses using stories, chapters, pages, and the asset library.
- ChecklistLearn how to set up and manage the checklist new hires see during their onboarding.4 articles
- Manage CourseLearn how to create, organise, and manage your courses.8 articles
- Customise a CourseLearn how to style and personalise your course to match your brand and preferences.5 articles
- StoriesHow to create, organise, and manage the stories within your course.1 article
- ChaptersHow to create, organise, and manage the chapters within your course.7 articles
- PageHow to create, organise, and manage the pages within your course.32 articles
- Asset LibraryOrganise all your asset images and videos in one central place using the Asset Library in AppicalNow.16 articles
- Contextual TaggingHow to use contextual tagging to control when and where specific content appears in your course.2 articles
- Knowledge ItemsLearn how to set up and manage the glossary, people finder, checklist, and FAQ pages.16 articles
- FilesDiscover how to add files to users and groups, and manage them.3 articles
Communication & Notifications
How to manage email, push notifications, messaging, email branding, and workflows.
- EmailsHow to set up and manage the emails sent to new hires throughout their onboarding.4 articles
- Course RemindersHow to configure and manage reminder emails for ongoing courses.3 articles
- Push NotificationsHow to set up and manage push notifications sent to users.5 articles
- WorkflowsLearn how to set up and manage email workflows to automate your communication.2 articles
- In-app MessagingHow to set up and manage in-app messages sent within the platform.1 article
User Management
Discover how to manage users and roles, and make adjustments as needed.
- GeneralHow to navigate User Management, find specific users, and perform bulk actions.3 articles
- Managing Roles & PermissionsHow to manage user roles and permissions within Appical.6 articles
- Adding UsersHow to add new users individually or in bulk.5 articles
- Managing User StatusHow to activate, archive, anonymise, or delete user accounts.4 articles
- GroupsHow to create and manage user groups.3 articles
- User Account SettingsHow to configure settings for individual users.2 articles
- Contextual TaggingHow to use contextual tagging to organise and segment users.2 articles
- Password PolicyLearn more about configuring and managing password settings.4 articles
Reporting & Analytics
Discover how to navigate the dashboard and access key analytics to track and manage your new hires.
Manager Toolkit
Learn how to setup and manage your manager toolkit.
- Dutch: Hoe Connection E-mails en Preset-toewijzing WerkenWelke e-mails worden verstuurd wanneer je een buddy of manager koppelt aan een nieuwe medewerker, en welke preset een nieuwe connection of nieuwe gebruiker krijgt toegewezen.
- Dutch: Regels per Categorie AanmakenHoe je Manager Checklist-regels in één keer toepast op een hele categorie.
- Dutch: Regels per Item AanmakenHoe je Manager Checklist-regels toepast op individuele checklistitems.
- Dutch: Algemene Instellingen & Stijl van de Manager AppHernoem het Manager App-tabblad en pas de branding van de app aan je huisstijl.
- Dutch: Een Manager Toolkit Preset InstellenHoe je een nieuwe Manager Toolkit preset aanmaakt en de onderdelen configureert: List of Talents, To-Do Items, Tutorial, Dashboard, Tips & Tricks en Manager Introduction.
- How Connection Emails and Preset Assignment WorkWhat emails are sent when you connect a buddy or manager to a new hire, and which preset a new connection or new user is assigned.
- General Settings & Styling the Manager AppHow to rename the Manager App tab and match the app's branding to your company's colours.
- Setting Up a Manager Toolkit PresetHow to create a Manager Toolkit preset and configure its components: List of Talents, To-Do Items, Tutorial, Dashboard, Tips & Tricks, and Manager Introduction.
- New Manager ToolkitLearn how to use the new Manager Toolkit in AppicalNow. This article explains how HR can set up and customize presets, and how managers and buddies can use the Manager…
- Manager Toolkit NotificationsLearn how to set up email notifications for specific Manager Toolkit actions to ensure HR is informed of critical updates.
- Manager Toolkit Email Templates for FollowersCheck out these email templates you can use for inviting Managers.
- Connecting a Buddy or Manager to a New HireLearn how to connect managers or buddies to new hires in the Manager Toolkit to support onboarding and track progress.
- Configuring Language Settings in the Manager ToolkitSet up and manage available languages in the Manager Toolkit and allow managers to select their preferred language in the Manager App.
- Manager ReportingCreate reports on manager actions with a custom set of data.
- Creating Rules Per ItemHow to apply Manager Checklist rules to individual checklist items.
- Creating Rules Per CategoryHow to apply Manager Checklist rules to an entire category at once.
- Setting Up Rules for the Manager ChecklistHow to set up rules for manager checklists in the Manager Toolkit.
HR Forms & Signing
Learn how to set up and use HR Forms and Signing features.
- How to create HR FormsLearn how to create HR Forms and get all HR related information you need from your new hires right through the Appical platform.
- How to assign an HR Form to an userLearn how to assign an HR Form to a user through invite methods or existing user method.
- How to send a signable PDF to usersEasily upload and send documents for electronic signature to your users.
- How to download Signed PDF documents
- How to download HR Forms responsesGet all the form answers you new hires filled in.
Exporting Course Content
How to export your course content for backup, review, or use outside Appical.
- Export text from all pagesDownload text fields from all of the pages in a course in excel file format.
- Making a Course Text Extraction Printable
- Differences between Download, Excel, Export, and Translate options in the Course MenuLearn the differences between the Download, Excel, Export, and Translate options and when to use each for managing content and translations.
- Content ExportLearn how to use the Content Export feature to generate a comprehensive Excel file with detailed information about your onboarding content.