Journeys enable you to create all kinds of workflows for your organization. Some common examples of Journeys are yearly/quarterly Performance Reviews or Employee Onboarding.

The Journey builder allows the administrator to build custom workflows with templates and parallel steps and with the option of integrating elements from the eloomi platform like Goals & Objectives (OKRs) and Conversations.

You can define all the Journeys you need for your organization, company, unit, team, or even individual level.

As an admin, you must navigate to Admin > Journeys to access the Journey Builder. By clicking "New" you will open the New Journey screen.

From the New Journey screen, you can add the name (e.g. Yearly Review), an Icon, and a description of the Journey you are building. Also, you can set whether the Journey should be visible to employees.

Once you hit "Create" you are ready to start building your Journey.

New Journeys can also be created from existing Journeys via Duplication. Duplicating Journeys will help you spend a minimum of time creating repetitive Journey steps. Once created, the duplicated journey can be edited and people can be assigned to it.

To start creating the Journey flow, you simply need to click the "+" symbol and define which element you would insert as the next step in your flow. You can choose a Template or Schedule conversation.

When choosing "Schedule conversation", you will insert a scheduling step into the flow. By clicking the box, you can add further description and context to the scheduling step and define who is responsible for scheduling.

Some steps are not linear but parallel. This could be a case where both manager and employee can fill out forms or answer questions without having to wait for the other party to have completed them.

You can add parallel steps by simply clicking the "+" icon next to the existing step.

The flow builder shows how all elements relate to each other. Below you see the flow chart of an Introduction template leading to a Parallel step where Employee and Manager each have a Preparation template to complete.

By clicking "Add step" you can continue creating the Journey flow.

You also have the option of adding a step between two steps by clicking the + symbol between the steps.

You are also able to edit the Template that you are using by selecting the three dots (...) at the top right-hand corner of any of the steps, and clicking the "Edit" option.

The most common element in the Journey is a so-called Template. With the Template, you can add all kinds of content or forms to the journey.

By clicking the Template box you enter the New Template screen, where you can toggle different settings for the Journey step. By clicking "Create" you will go to the Template builder.

In the Template builder, you can use drag & drop to add content to the step. You can add text, images, and even interactive elements:

Text & Media:

Interactive:

These elements not only allow for customized templates to your liking and needs but also will prompt the user to provide feedback however they need.

By selecting the Text option you can add a text to your Template. When highlighting the text, you call up a toolbar with formatting options.

Click the symbol to the far right to add a link or upload a file to your template.

Now, to add a link, you can write the URL of the link and click the checkmark.

To upload a file, click the upload symbol and select the file from your PC. This file will then be uploaded to eloomi and be downloadable for people with a link.

By adding a Section title you can divide your Template into chapters.
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A Section title works similar to a header in a Word document, and when using the titles you give people an overview of this particular Template / Journey step.

You can add multiple Section titles to a Template and rearrange the content elements around the individual sections.

Once the Journey is assigned, people will be able to navigate through sections, by clicking the Overview button at the top right.

You can also reference data that was inserted in earlier steps of the Journey. This can be relevant for things like a yearly Performance Review, where the targets evolve throughout the year. In settings, you can choose whether the reference data is visual or editable for Employee and Manager respectively.

Once you are done creating the Journey, you are ready to assign it to your organization!

First, click the assignments button next to the Journey.

You can now see which people or groups are already assigned to the Journey, and you can assign it to new people or groups by clicking "Assign new people".

Switch between the People and Groups tab to select the assignees. Then click Next.

You can now select if the assigned people should have a notification. Click Next and Confirm, and your Journeys are assigned!