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Create an employee onboarding snippet

Make your new team members feel welcome with a custom onboarding snippet! Snippets are a great way to create and assign a personalized message for when new team members join Tallyfy. You can either choose an existing snippet or create a new one - the choice is yours!

To create a new onboarding snippet, follow these simple steps:

  1. Go to Settings > Organization > Snippets to access the Snippets feature.

  2. Click ‘Create Snippet’ and start crafting your custom message. You can even include videos and photos!

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  1. Once you’re done with your snippet, head over to Settings > Organization > Personalization, and then select the snippet you created in the MEMBERS - JUST JOINED option.

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  1. When new members accept their invite and enter their account for the first time, the snippet will be displayed to them.

Remember, you can only choose one snippet to display during onboarding.