Assign your journey

Once you’ve created the journey, you can assign new hires on the assign tab.

To do so, head to the journey you’d like to assign, and then to “Assign”.

There are two ways to assign a journey. You can…

1. assign it manually, or
2. set up an automation.

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Assign it manually

To manually assign people, click ‘manually assign individuals’ and select from the list. Once you’ve assigned a person they will show up in ‘employees currently assigned’ or ‘assignments scheduled’ cards.

❗ You need to invite people to Zavvy first to be able to find them on this list. Navigate to Data > add People to add new team members.

Setting up an Automation

You can let Zavvy assign your people automatically before, on and after their hire date, or if they join a group. You can provide a user's hire date when you invite them or Zavvy will automatically get it from your HRIS. The automation to once they join the group is particularly useful to assign training to an employee shifting departments.

Try it

Assign a Template Journey to yourself

Go to our templates, select a template, and hit “use template”. Publish the template. Select Assign and assign the journey to yourself to try it out.

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