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Build a role based onboarding path for admins versus employees

7

Rank 7 of 10 in HR tech

A play by Marky team

Split your onboarding flow into two tracks from the first login: one for the HR admin setting up the account, and one for employees completing self-serve tasks like profile setup or benefits elections. Send each track its own email sequence with instructions specific to that role instead of one generic welcome series.

Why it works: Admins and employees need entirely different information in week one, and a single combined sequence under-serves both groups.

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