General Functionality

Workflow Functionality

Specifications

Other Functionality

A day-to-day hub to track your workflows and engagement

Customize tiles to visualize 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

Curated library of best practice workflow templates

Build and design unlimited workflows based on any user criteria

Drag & drop editing of workflow timeline

Real-time previews of module or sequence

Unlimited number of stakeholders as part of a workflow

Use and Share Presentation View

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

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


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

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, Microsoft Teams, etc.

Supports multi-manager or multi-stakeholders in workflow

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

Allows for events to be created and to sync with any calendar application

Encourages participation in key events to occur throughout the journey

Gives the ability to schedule recurring events, celebrate birthdays and other milestones

Create forms with the drag-and-drop editor

Pre-populate text and forms with any Enboarder field

Display images

Short text fields

Long text fields

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

Display text with embedded content from any Enboarder data field

Embed images

Embed 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 modules in Enboarder

The 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

Integrate with Docusign, Dropbox Sign, 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 (Word, HTML or PDF)

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

Create powerful conditional logic based on any structured form variables (eg. multiple-choice or drop-down values)

Unlimited number of logical branches

Allows for multiple actions to be inserted on each logical branch

Present a selection of relevant Connection Cards using Logic (e.g. based on demographics or interests)

Enable your people to select and connect with the right buddy, mentor, or friend

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

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

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

The Custom Integration Tile will enable you to connect with other applications seamlessly through our webhook module.

Available for: Tech systems with oAuth2 authentication

Best practice modules within Discover that can be used to push Calendar invites to Outlook and Google Calendar or to push messages to Slack channels and Microsoft Teams, without the need for Middleware.

To learn more, click, on the button below! ⬇

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

GET Webhook functionality can pull data from other systems to populate Enboarder fields."

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)

All data encrypted during transit

All data encrypted at rest

Manager and new hire use their email address or mobile number for authentication (no logins required)

Authentication through password or SSO can be enabled where needed

Low, medium, and high-security mode available to force strong authentication and stricter security and additional 2 Factor Authentication for admin users of Enboarder

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)