On a user's first login to Workvivo they will be met with a series of Onboarding Screens.
Here they can start to customize their profile and select their preferences.
The screens users are met with upon their first login, are outlined below.
Welcome screen (Mandatory screen)
This screen can be customized for your organization if you wish. Provide:
- Image: 900px x 600px, .jpeg / .png / .GIF
- Title Field: text <30 chars="chars"></30>
- Description Field: text <200 chars="chars"></200>
Adding a profile photo (Optional screen)
A user can upload a profile picture of their choice by clicking the avatar. If a photo has been uploaded for them already, they can click 'Skip this step'.
If a user skips this step without changing their profile photo, they can upload a profile photo at a later stage on desktop or mobile.
Pick a time zone (Optional screen)
A user can select the timezone most relevant to them from the dropdown. They can change this later under Edit My Profile on web.
Select notification preferences (Mandatory screen)
A user can choose how they would like to receive notifications by selecting the relevant choice on the dropdown. The default setting is typically Mobile Push and Email Notifications.
A user can change their notification settings at any time on web or mobile.
Read and accept the Platform Terms & Conditions (Recommended screen)
You can provide an Acceptable Usage Policy that all your employees must read and accept before they can gain access to the platform.
QR code for mobile access (Optional screen)
Users will receive a QR code, enabling them to download and access Workvivo on their mobile devices (iOS and Android). By scanning the code with their mobile phone they can easily download the app and be automatically signed in.
Users also have the ability to select ‘Not Now’ or ‘Don’t Ask Again’ and progress to the next screen.
If a user selects the ‘Not Now’ option, they will receive a subsequent prompt in 14 days. This value can be changed for your organisation if required.
Launch Workvivo (Mandatory screen, customizable)
Once the user has completed the onboarding steps, they can click on the launch screen to open Workvivo.
This screen can be customized for your organization if you wish. Provide:
- Image: 900px x 600px, .jpeg / .png / .GIF
- Title Field: text <30 chars="chars"></30>
- Subtitle Field: text <50 chars="chars"></50>
- Description Field: text <200 chars="chars"></200>
- Button Text