Create an onboarding template

Important

Dynamics 365 Talent: Attract and Onboard apps are being retired. Learn more at Retiring Dynamics 365 Talent: Attract and Onboard apps.

Microsoft Dynamics 365 Talent: Onboard provides various templates that can help you create an onboarding guide as quickly as possible. You can use one or more of these templates, or you can create your own templates. Onboard provides sample text that you can use when you create your own templates. Therefore, the process is easy even if you start from scratch.

Create an onboarding template from an existing template

  1. On the left menu, select Templates.

  2. Under Popular templates from the gallery or My templates, select a template. To view more templates, select More in template gallery.

  3. Follow one of these steps:

    • If the template is from the gallery, select Save as my template, enter a new name for the template, and select Save.
    • If the template is from My templates, select Save as template, enter a new name for the template, and select Save.

    Creating a template from an existing template

Create a new onboarding template

  1. On the left menu, select Templates.

  2. Under My templates, select the Add (plus sign [+]) tile.

    Creating a new template

  3. In the Create a guide template dialog box, enter a name for the template, and then select Save.

Next steps

See also