For all onboarding journeys, a New Hire stakeholder is added automatically and cannot be deleted. If this stakeholder is not needed, simply do not assign any tasks to them.
When onboarding a new hire, ensure they are transitioned from their personal email ID to their official business email ID to maintain continued access and communication.
As an Admin, you can configure this transition by performing the following steps:
In the Journey configuration screen, click the Manage Stakeholders icon shown in the image below.
Locate the New Hire stakeholder and click the Edit icon.
In the Edit Stakeholder panel, click + Select form field and choose the new hire’s personal email field from the initiator form. The New Hire stakeholder can have two possible sources:
Personal email – Selecting a personal email creates a temporary profile in the system, allowing to assign tasks to the new hire until a requester profile is created in your Freshservice instance.
Business email – The business email is sourced from the Request for field in the journey request. The user associated with this field will start receiving tasks immediately. Therefore, ensure to select the correct profile in the Request for field to ensure proper task routing.
Once the Request for field is updated with the business email-based profile:
The temporary requester profile will be merged with the business email-based profile.
In-progress tasks will be transferred from personal email to business email.
New hires will be able to access their in-progress tasks in the support portal.
