The Stakeholders page in Settings is where you keep the details of Managers or Stakeholders you would like to use in any of your Workflows. 👩🏻🏫
They can be Fixed, meaning the same for every person, or Variable, meaning unique for each launched workflow.
How do I add a new Stakeholder?
Step 1: Click into ‘Settings’ in the top right corner of Enboarder ⚙️
Step 2: Click General setup and then click Stakeholders
Step 3: Click on ‘+ Add New’
Step 4: Now a pop-up will have appeared on the right-hand side of your screen asking you to enter the new Stakeholder label. Fill that in 📝
Step 5: Finally, select if that Manager is a Variable or Fixed Stakeholder and click Save
Variable managers can change for each employee, such as their Direct Manager or Buddy.
Fixed managers would be the same for all employees & either be the same person each time, or the same department (i.e., an IT manager or a generic IT email address like it@enboarder.com).
Boom! Easy. You've just added a new Stakeholder! 💥
How do I edit existing stakeholders?
It's really easy to edit existing stakeholders as well. All you need to do is:
Click on the stakeholder you'd like to edit. As you can see below, we clicked on Buddy.
You will see a Edit Stakeholder panel appear on the left side. Edit the fields as per your desire and click on Save.
How do I add that new Stakeholder to my desired Workflow?
To add Stakeholders to your chosen Workflow, you'll need to add them via the Workflow tab. Follow these simple steps below! ✨
Step 1: Click the 3 dots on the Workflow you wish to add that Stakeholder into, and then click edit.
Step 2: Finally, click Stakeholders, select those that you wish to enable, and click Next until you see Save Workflow! ☑️
Got questions? Start a chat with the team in the top right of any Enboarder page!✨