How to Create a Template in a Journey
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 General section of the Template builder, you can add certain details to be more specific to the Journey/employees' needs. In this window, you can add:
Details: Essentially just a title for the Step/Template.
Deadline: A deadline for when the step needs to be completed.
You can also specify if it needs to be completed by a certain date or in an Interval. Interval can be a certain time from user creation, activation, or assignment date of the Journey.
Notify: You can choose to notify either the employee or a manager, or both, for when the step is required. When selecting to notify a manager you will have the option to specify to notify the Direct Manager or Group manager.
Under Access & Visibility, you can add details such as:
Able to see step exists: You can choose who can see the step. Either the employee, direct manager, group manager, or all, can see this step depending on how it is set up. This is useful for internal communications for managers that employees will not need to see.
Able to open: You can specify who can open and interact with the Template. This can also be the employee, direct manager, group manager, or all three.
Responsible: You can choose who can submit the template. This can also be either the employee, the direct manager, the group manager, or all three. If you chose multiple responsible users, each has equal right to submit the template at any given time.
Requires your attention: You can specify who is required to take action or provide input, indicating the step needs their attention. This will reflect on the Journey page for the respective user selected. This can also be the employee, direct manager, group manager, or all three.
Once the Template is added, you can open it in the Journey to expand the Template Builder itself. Here you can add several different media types and interactive steps.
Text & Media:
Section Title
Adds a title to the section within the Template.
Text
Allows you to add a text block to the Template.
Image
Allows you to provide an image to the Template.
File or link
Allows you to add files to download, or a link to follow.
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. Supported file types are: Office files (.xls, .doc, .ppt), PDF, and CSV
Interactive:
Goals
Allows you to add a section to create Goals within the Journey Template.
Learning
Incorporates Learning as part of a Journey workflow.
Text Question
Allows you to add a question for your people to answer.
Rating Scale
Allows you to add a Rating Scale for people to evaluate.
Dropdown
Adds an almost Multiple Choice type section for you to ask people questions and they can answer.
Upload File
Adds an area to allow people to upload and provide a file to the Journey.
All Interactive components allow you to specify in the settings, if a user will be Required to complete this action.
Reference Earlier Steps:
This option enables you to reference earlier steps in the Journey.
How to add Section titles to a Template
By adding a Section title you can divide your Template into chapters.
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.
How to reference Earlier Steps in a Template
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.
How to make Learning Courses part of a Journey
You can add and assign Courses through Journey steps. To do this, navigate to Admin > Performance > Create or Edit a Journey and add a Template step. Design your Template with the available design, text and interactive building blocks as outlined earlier in this article.
Learning is part of the Interactive content blocks options. As you add the Learning component to the Template, a settings menu will appear with different setting options. An essential setup decision is, if Learning should be a Required part of the respective Journey. If set to Required, the Employee will need to complete the assigned training first, before being able to submit the Template and move any further in the Journey process.
The Access settings will determine who can view or edit the Learning component.
If a Direct Manager or Group Manager Access is set to Edit, that will allow the Manager to assign a Course as part of the Manager call-to-action in a Journey. Manager assignment will be limited to any Courses that are made available for Manager-Enrollment.
The Employees setting is per default Read Only, as Employees will not be able to Self-Enroll to a Course within a Journey. Therefore this setting can not be changed.
Once you have completed the basic setup for the Learning component, you have the option to add Learning to the Journey. If you as an Admin add Courses to a Journey, all users assigned to this Journey will be prompted to complete the training.
If the training should rather be targeted for each individual Employee going through this Journey, you can also not add any Courses as an Admin but leave the Course assignment up to the Manager as an actionable item. In this case, the Access setting for the Direct or Group Manager needs to be set to Edit.
This will bring up a menu with all the Courses available under Admin > Learning in your platform. Select one or multiple Courses and click Add Learning to add your selection.
The Courses are now available for the Employee to take during the Journey. You can easily move the order of the courses by dragging and dropping, however, the order of the Courses do not create a mandatory sequence. The Employee will be able to start any course in this list of assigned courses. You can also delete a course from the Journey by hovering over it and clicking the bin icon.
Clicking the Gear Icon on the right will show you the setting options for the Learning component, in case you want to edit your initial setup.
Once the Journey has been assigned to Users, the Employee and Manager(s) will be able to interact with the respective training once they reach the Template step using the Learning component.