Get started using the Onboarding Buddy app
Three kinds of employees interact with the Onboarding Buddy app as part of Your organization's onboarding program for new hires and transfers:
- Buddies use the app to sign up as a Buddy.
- Managers use the app to match Buddies with Onboarders.
- Onboarders, or new employees, don't use the app directly, but they're matched with an onboarding Buddy in the app.
Note
There are two admin roles that may also directly use the Onboarding Buddy app even though their primary functions are to configure and manage the app.
- Power Platform admin. As a Power Platform admin, you install and configure the Onboarding Buddy Admin app for the Program admin and the Onboarding Buddy app for users.
- Program admin. As a Program admin, you manage the Onboarding Buddy program through the Onboarding Buddy Admin app.
Use the Onboarding Buddy app as a Buddy
A Buddy is an employee who volunteers to mentor new employees through onboarding activities. Use the Onboarding Buddy app to:
- Sign up to be a Buddy.
- Update your Buddy profile.
Sign up to be a Buddy
Sign up to be a Buddy in the Onboarding Buddy app.
Open the Onboarding Buddy app and select Sign Up.
Read about the Onboarding Buddy program and select Next.
Read the program details, and then select Next.
Fill out the form, and then select yes to the Available as a buddy? switch.
Update your Buddy profile
Update your Buddy profile in the Onboarding Buddy app.
Open the Onboarding Buddy app and select Buddy Matching Profile.
Select Edit My Profile.
Change what you need to, and then select Save.
Use the Onboarding Buddy app as a manager
Managers match Onboarders with Buddies. Use the Onboarding Buddy canvas app to:
- View and match Onboarders in your team.
- View Onboarders on your team who are matched with a Buddy somewhere in your organization.
- View Buddies on your team who are matched with an Onboarder somewhere in your organization.
View and match Onboarders to Buddies
Managers also need to go through the Buddy sign-up process to view and match Onboarders in the Onboarding Buddy app.
Sign up to be a Buddy to view and match Onboarders.
In the Sign up to be a Buddy section, select Match Buddies.
The Onboarders screen opens, where you can view all the new or transfer employees on your team who need to be onboarded.
Select an Onboarder, and on the next screen, select a Buddy to match the new employee with.
Review the Buddy's profile to confirm it's a good match.
Select Match.
View matched Onboarders and Buddies
Managers can view Onboarders and Buddies in the Onboarding Buddy app who are already matched.
Open the Onboarding Buddy app and select View Current Matches. The screen lists Onboarders on your team who are matched with Buddies.
To view Buddies on your team who are matched with Onboarders, select the Matched Buddies switch.