Enboarder is designed to be the most comprehensive and functional platform for creating amazing employee experiences. Whatever people program you are using the platform for, we are confident that you will find the functionality and openness of Enboarder world-class.
Table of contents:
General Functionality
Admin Dashboard
A day-to-day hub to track your workflows and engagement
Customize tiles to visualise the data that matters most to you and your business
Drill down on any workflow to see the status of all active participants in a workflow at a snapshot level using
Detailed visual overview of an employee’s journey through the workflow
Real-time alerts allow administrators to manage engagement and follow-up completion
Overdue alerts can be dismissed, reminded, or forwarded to a 3rd party for completion
Share your Dashboards with other Enboarder admins to provide your team with one single source of truth
Impact Dashboards
Impact dashboards provide an executive-level view of Enboarder’s business impact. While operational dashboards focus on workflow activity and completion, impact dashboards are designed to surface outcome-based insights that help organisations understand return on investment (ROI).
Impact dashboards highlight key metrics leaders care about, such as productivity, engagement, retention, and time-based outcomes, making it easier to communicate Enboarder’s value at a glance.
With impact dashboards, you can:
Create dashboards that focus on business outcomes rather than operational activity.
Add reusable impact tiles to any dashboard.
Combine operational and impact tiles in a single dashboard.
Share or export dashboards for leadership reporting.
Impact dashboards are typically configured by admins and shared with executive stakeholders, such as CHROs or HR Directors, who may not regularly log in to the platform.
GenAI-driven Journey Builder
AI-driven journey creation & editing
Create workflows from uploaded documents
Use existing workflows as a base for new journeys
Support for various file types including PDF, Word, Pages, and Keynote
Conversational AI interface with purpose-built LLM
Semantic recommendation engine
Curated library of best practice workflow templates
Drag & drop editing of workflow timeline
Real-time previews of module or sequence
Unlimited number of stakeholders as part of a workflow
Presentation View to present and review your journeys
Reports
Create a range of different reports based on workflows, people, or activities
Visualize complex table data through charts and graphics
Workflow and form data can be exported through API
Settings
Create multiple brands
Unlimited custom categories
Unlimited custom fields
Unlimited profile-related data
Branded or fully customized domain for SMS links and Emails in selected countries
Workflow Functionality
Content page
Build rich content in minutes.
Rich formatting of text and backgrounds
Embed any variable from Enboarder dynamically
Display images and dynamic links to other stakeholders
Embed videos
Create buttons that link to existing content or forms
Include file attachments
Display personalized content pages based on Logic
Communication
Improve communication between stakeholders (e.g.: manager to employee).
Displays telephone numbers of recipient allowing one-touch calling
Allows SMS messages to be templates for one-touch SMS transmission
The sender’s SMS is spoofed where possible, delivering the SMS from the sender (not from the gateway) and
Phone and SMS components can be selectively de-activated
Allows communication channel of choice - SMS, Email, Slack, Micr. Teams, etc.
Supports multi-manager or multi-stakeholders in workflow
Embed content
Embed third-party content such as surveys, maps, or existing forms/content.
Allows 3rd party content to be seamlessly embedded into Enboarder
Content can be embedded inline or displayed full-screen in a pop-up
Embedded URLs can be dynamically generated using tokens. This allows data to be passed to embedded
Schedule events
Create events that employees can add to any calendar application.
Create events, add multiple stakeholders and sync them with any calendar application
Schedule recurring events, to celebrate birthdays and other milestones
Compliance (US Only)
Seamlessly embed compliance paperwork into your onboarding experience
Branded, mobile-responsive, integrated compliance experience
Always up-to-date forms
Remote verification
Rejection support
Real-time Admin Dashboard
eVerify option
Forms
Create mobile-optimized forms for the collection and display of information.
Create forms with the drag-and-drop editor
Using conditional logic forms can adapt in real-time based on employees’ responses and profile characteristics
Pre-populate text and forms with any Enboarder field
Display images
Short and long text fields with automatic field validation for critical information such as tax numbers, banking details, and ID documents
Special fields such as numbers, dates, and Email
Dropdown fields
Multiple choice and radio buttons
Allow users to update or create new contact channels
Rating fields
File uploads (virus scanned)
Add signatures to documents
Send data collected to stakeholders or system of record in real-time
Form content can be:
• sent to stakeholders via email
• sent to third-party applications via webhooks
• used by other modules throughout the application
Acknowledge
Allows you to record task status and absolute acknowledgment of policies and procedures.
Display text with embedded content from any Enboarder data field
Embed images and video
Create audible check-boxes
Create audible acknowledgment buttons
Create customizable confirmation messages
All acknowledgments are audited and reportable
Status of all acknowledgment modules can be used by other Enboarder modules
Electronic signing
Integrate with 3rd party E-signing solutions for seamless digital document generation and signatures.
Integrate with Docusign, Hellosign, Adobe Sign
Display digital documents inline or send via email
Pre-populate digital documents with any Enboarder data field
Real-time status tracking of documents that are out for signature
Can be used with 3rd party sites like Webmerge for complex content generation
Video on the go
Get your managers or employees to record personalized videos at the click of a button.
User receives prompts on the content of the video
Able to record multiple attempts
Completed videos are instantly sent to another stakeholder
Makes the experience much more fun and engaging
Send data
Provide stakeholders, 3rd party applications, and Enboarder with up-to-date data.
Send data to 3rd party applications via webhooks
Create emails containing any Enboarder data values and send to any stakeholder
Update any internal values in Enboarder with form values at any time
Include file attachments
Logic
Perform “If - then” operations to automatically trigger and adapt workflows and content.
Create powerful conditional logic based on any structured form variables
Unlimited number of logical branches
Allows for multiple actions to be inserted on each logical branch
Multiple Language Support
Build multi-language content within one journey
Translate journey content into different languages using automated translation capabilities
Review the content in a different language and update it if needed
My Dashboard
Your employees' one stop shop to manage their Enboarder journeys
Easily accessible, consolidated view of all their journeys and tasks
Managers can track their team’s activities and progress
Centralized Employee Login Page available with a unique company URL
Social Login functionality available (currently for Gmail credentials only)
Employees can connect with like-minded people through a central connection hub.
People Connector
Spark connections in your people programs
Present relevant Connection Cards using Logic (e.g. demographics or interests)
Enable your people to select and connect with the right buddy, mentor, or friend
Connections Functionality
Help your people get to know each other and connect more deeply on a professional and human level
Create Connection Cards (rich employee profiles) for your organization and get employees to populate their Cards with pictures, hobbies, interests, skills, etc.
Share Cards on collaboration and communication channels
Present Cards in Enboarder journeys and in a central connection hub and allow employees to reach out to each other
[Add-on] Connection Networking Game: Use this unique game at your in-person events as an opportunity to rapidly build genuine connections across your teams
Specifications
Images and file uploads
Enboarder allows image and file uploads up to 10Mb. All files are scanned for viruses and malicious code before being saved to the database. To give users a fast online performance, images are all resized and compressed. Gif animations are the only image format that will not be resized or compressed once uploaded.
Video
Enboarder supports YouTube, Vimeo, Wistia & Youku.
Admin Roles (User types)
Super Admin
All-access.
General Admin
All-access, except account creation, integration, admin, and security set-up.
Account Manager
Manages the account setup.
User Manager
Manages admin/user set-up within the account.
Workflow Manager
Manages workflow set-up.
Experience Manager
Manages workflow set-up, launching, and reporting of experiences.
Author
Manages content for workflows.
Initiator
Manages launching experiences.
Reporter
Manages the reporting of experiences.
Other Functionality
Integration - inbound
Workflows can be launched manually
Enboarder API can create or modify workflows, account settings, and profiles
CSV integration allows bulk workflows to be initiated through CSV file importing
Direct App-integrations can trigger workflows and send information between systems
60+ ATS integrations can trigger workflows through our integration with Merge
GET Webhook functionality can pull data from other systems to populate Enboarder fields
Employee Profile Sync functionality is available with an Azure AD integration (hyperlink to AD article) or through our integration with Merge (hyperlink to article)
Integration - outbound
Data can be sent using webhooks or Email
Data can be exported using CSV files
Workflow and form data can be exported through API
Enboarder API can update candidate fields across systems (like profiles)
Add any number of custom integrations through oAuth 2 custom tile
Security
All data encrypted during transit
All data encrypted at rest
Employees use their email address or mobile number for authentication (no logins required)
Authentication through password or SSO can be enabled where needed
Medium and high-security mode available to force strong authentication and stricter security and additional 2 Factor Authentication for admin users of Enboarder
Frictionless interface
Enboarder is 100% frictionless.
No user names or logins required
No applications are required on the phone
Users choose their connection method (SMS, Email, Microsoft Teams, Slack, etc.)
No training required - highly intuitive user interface
Works on any mobile device (iOS, Android, Blackberry, Windows)
