General

1. Complete your user upload spreadsheet (not required if you have a user sync integration), or add your users manually. 


  • Your Customer Success Manager will then complete a bulk-upload into OpenBlend for you.

2. Set-up your Business Areas (not required if you have a user sync integration).

  • Job Functions
  • Office Locations


Setting up Objectives 

  • Add in your Company Objectives (if enabled)
  • Set-up your Objective Tags
  • Set-up your Objective Retrospective Metrics (if applicable)


User welcome emails 

You have a few options on how you would like your welcome emails to be sent out during your onboarding phase:


  1. Send after manager completes training: You can manage your OpenBlend roll-out through the use of the admin 'Training' area. By assigning managers to a training session they will receive their welcome email along with the training details. Then 48 hours after the manager has been trained, the employee will automatically be sent their welcome email to invite them to register.
     
  2. Send immediately when users are created in OpenBlend: OpenBlend will automatically send out the welcome email as soon as the user is added to the system.  
     
  3. Only send manually: The welcome emails will need to be manually triggered by you, for both employees and managers. 


You can set-up your preference for the welcome emails within your Admin area. 

  1. Navigate to Company Settings from the left-hand navigation
  2. Select the "When to send login emails" sub-tab
  3. Select your preferred option



Integrations 

Check-out the Integrations we have to offer at OpenBlend, to help reduce your admin load and give your employees a seamless experience. Please read out to your Customer Success Manager if you have any questions. 


IT set up 

As part of onboarding OpenBlend, it is important that you set up your IT team whitelists the OpenBlend domains, to ensure that your employees can receive emails from OpenBlend, without it going into their Junk folder. 

  • Whitelisting Guide


We also have our Hosting, Network and Data Security guide which you can send over to your IT Teams, for further information. 

  • OpenBlend Hosting, Network and Data Security Guide