You would want to provide your hires with the right onboarding items based on their roles. To do so, you can bundle these items into onboarding kits. You can build tailor-made kits to suit every role in your organization. 

  • Choose the existing kit if it suits your need. You can edit the name of the existing kit if needed. Or click on Build a Kit if you want to build one from scratch.

  • To build role-specific kits, you can define who needs your kits by setting up conditions. For example, if you’re building a kit for Visual Designers, you can define a condition,  Job Role includes Design and Development.

  • Next, add items that have to be provided as a part of this kit. You can select items that you have populated in your service catalog.

  • You can choose who can view items selected by the initiator from the visibility settings in the top right corner. The chosen stakeholder(s) can view items selected by the initiator in their onboarding form.

Items chosen by an initiator is visible to all stakeholders in the process if they are Freshservice Users. If a stakeholder is not a Freshservice user, they cannot view the items selected by the initiator in an onboarding request.

Great job building onboarding kits! Go on and Create Onboarding Tickets for your Onboarding tasks in Step 3.