This video shows you how to configure Mobile Onboarding, and test your changes in the app.
Linked time codes for these topics appear in the YouTube description for this video.
Mobile Onboarding is available starting with the New York release.
To enable the application in your instance...
... a user with the admin role activates the Enterprise Onboarding and Transitions plugin.
The next step is to select a lifecycle event to use with the Mobile Onboarding app.
This is a three step process.
For the first step, open the lifecycle event to use with the Mobile Onboarding app.
Here we’ve selected the one that comes with the base system, but you can create and configure your own.
Select Onboarding as the event type.
For the second step, make sure that you select the Display activity sets to subject person option.
In our example, it’s already selected.
These steps ensure that the app uses the correct lifecycle event...
... and displays the activity sets for the new hire who’s logged into the app.
But in order to see the activity sets...
... you need to allow new hires to see their HR onboarding cases.
To allow this, we need to open the HR service that the lifecycle event uses...
... and select the Show case to subject person option.
In our example, the lifecycle event New Hire Onboarding uses the HR Service by the same name.
Now let’s see how to configure the Welcome screen.
The top part of the screen displays a block of media, called a media section...
... that changes depending on the stage of the onboarding process.
This one, Welcome before joining, displays when the onboarding case is created...
... until one day before the new hire’s start date.
New hire orientation appears one day before the start date.
Welcome after joining appears on the start date, until the HR case is closed complete.
And finally, case complete appears after the case is closed complete.
You can configure these sections with your own media, ...
… such as images, headlines, videos, links and functions.
To edit media sections, we access the applet launcher in which they display.
Be sure to choose Applet Launchers in the System Mobile module.
More than one homepage displays.
Which do we select?
The homepage we want to edit displays Onboarding Homepage in the Title column.
In the record, the media sections appear in the Body tab.
You can personalize any of these fields.
Let’s make some changes to the headline and text.
We could change the image to a video here, just by entering the video URL.
But we want to change the existing image instead.
To upload a new image, we click manage attachments and choose the file.
Now we can select it here in the Image field...
… and save our changes.
We recommend that you use a wide image in this proportion to accommodate different devices and viewing orientations.
We can also configure the Function instance.
When we open the record, here’s the function it’s based on.
When we open the function record, we can see that it navigates to the ServiceNow website.
We can create a copy of this function by making changes, and selecting Insert.
In the function instance, we select our new function...
... and update the record.
Now let’s test the changes in the app.
For our example, a user with the admin role created a new test user...
... and we set his start date to a couple days from now in his HR profile.
Then we added an onboarding case for him.
When we login to the app with his credentials, we can see that the headline, text and image changed.
We test the function, and see that it brings up the new URL.
To test changes you make to the other media sections, just change the new hire’s start date accordingly.
For more information, please see our product documentation, knowledge base, or podcast.
Or ask a question in the ServiceNow Community.