Get started managing the Onboarding Buddy program

As a program administrator, you can use the Onboarding Buddy Admin app to manage your organization's Onboarding Buddy program. You can:

  • Manually add a new employee
  • Update configurations
  • Localize the strings to support more languages

Manually add an Onboarder

  1. In the Onboarding Buddy Admin app, in the left side panel, select Onboarders.

  2. Select New.

  3. Fill out the form.

  4. Select Save & Close.

Change the program configuration

  1. In the Onboarding Buddy Admin app, in the left side panel, select Configurations.

  2. Select the record. (There should only ever be one.)

  3. Select Edit.

Screenshot of the Onboarding Buddy Admin app, with Configurations and Edit buttons highlighted.

  1. Change what you need to, and then select Save & Close.

Support more languages

You can localize the text strings in the Onboarding Buddy app to support employees who speak languages other than English. The app checks for a localized version in the Employee Experience Localization table that's installed with the Onboarding Buddy solution.

  1. Ask a Power Platform admin to assign the Employee Experience Localizer security role to you.

  2. Open the Employee Experience Admin app.

  3. In the left side panel, select Employee Experience Localizations.

  4. Select New.

  5. Fill out the form:

    • English Value is the text in English.
    • Language is the language you're translating into.
    • Localized Value is the translated text.
    • String Type is an optional value that can help you sort and manage localized strings later.
  6. Select Save & Close.

See also

Install and set up the Onboarding Buddy template

Get started using the Onboarding Buddy app