Think of the Configuration tab as the 'global settings' for your account. If you have multiple brands using the same account, it's a good idea to check with the other users before changing global settings. If you'd like to customize specific details, you can do this at a workflow level too.
To find configuration settings:
Step 1: Click into Settings in the top right;
Step 2: Click the Configuration tab from the top menu (this will default first when you click settings);
Step 3: From here you can customize a range of functionality in your system.
An overview of the Configuration tab:
Custom Labels - if you call your employees and/or managers something specific to your organization or industry, these can be reflected within Enboarder by uploading here. Click here to find out exactly how to do so!
Date display format set here will populate in the notifications and subsequent messages sent to participants.
Default timezone can be set from here. This will help set notification send times. (You can also customize on a workflow level too!)
Length of start phase can be set here. This is the period starting from the new hire's first day throughout their most intensive onboarding and induction period. For most organizations this will be the first 90 days, or until probation has ended. Click here to find out more information about the start phase and other phases.
Notification send-time can be set here and will automate when the notifications are sent to a manager or new hire. (You can also customize on a workflow level too!)
Notification send days can be set here and will automate when the notifications are sent to participants.
Do not disturb - dates allows you to select custom dates that you don't want to send notifications to participants, regardless of the send day settings (as above). This feature is great for public holidays or national holidays. Notifications due to send on these dates will send on the next available day.
The date format must match the following date format: YYYY-MM-DD. You can set up to 15 dates by using a comma to separate them:
Note: we don't advise blocking out all 15 days in a row, as when the next available day comes - the system will start sending everything (so stakeholders may get multiple communications).
Mark sequence overdue if not complete after: x days. Here you will set a default time frame (1-10 days) for sequences to be completed by a manager or new hire. (You can also customize on a workflow and sequence level too!) Learn more about overdue sequences here.
Option 1: Until Sequence is marked overdue - For each day that something goes un-actioned the recipient will receive a notification reminder. This will be sent out each day at the 'notification send time' that you set, and will continue for the number of days that you determine. These are both set by administrators in the account settings in the configuration tab.
Option 2: After sequence is marked overdue - This option works in the reverse, once the sequence becomes overdue, Enboarder will send a reminder each day for up to 3 days.
Default escalation email: make sure to customize this to your email or one of your organization's inboxes to receive any unsubscribes and updates as this is listed at the bottom of any emails and sequences you send!
Profiles Menu for workflows - you can turn off the option to give employees access to their outstanding and future tasks from here, as well as turn off or on the managers 'MyEmployees' tab - which allows managers to view their new hires progress! (But really, why would you turn it off?). Learn more about Profiles here.
Custom fonts - if you want to carry branding over to text, you can do that here by opting to use your organization custom font. Learn more here
If you don't see all these available, and you want to use them, please let your Customer Success Manager know!
Default messages - every message starts with a Notification and ends with a Finish page. If you want to make edits to apply to all Notifications and Finish pages across all works flows, you can do so here!
Background filter and image applies to the admin view only, but you can choose to change the boarder color from the drop down and upload your organization's logo/image.
Make sure you click "Save" once you've set up your configuration to your liking!