Preboarding

Onboarding can start before a new hire has a work account or Slack access. A hire with a future start date syncs from your HRIS as a preboarder, and the messages you schedule before day one go to their personal email.

There's no separate trigger to set up. A preboarding track is an ordinary first-day track with steps scheduled before the first day, so everything from day one onward runs in Slack as usual.

On their first day, once a work email comes through, Doozy makes them a regular member and the rest of the track picks up in Slack. Preboarders can sit in cohorts too, joining the cohort channel on day one.

Preboarders show up in your workspace members list with a Preboarder badge
Preboarders with no personal email on file are flagged so their steps don't sit waiting

Preboarding needs a connected HRIS and email delivery. Both are switched on per account: email hello@doozy.live to get set up.

See preboarding on the onboarding page, or read the preboarding docs.

Email steps

Email is a step type in the track builder, next to Slack message. Message steps can be sent by email to anyone, in any track, not only before day one.

Cc or bcc a hire's manager, mentor, a specific member, or a fixed address
Set the subject, reply-to address, and sender name on each email step
Images in a message step render inline in the email

Quizzes, surveys, polls, tasks, introductions, and mentor assignments stay in Slack.

Email delivery is switched on per account, the same as preboarding: email hello@doozy.live to get set up.