Settings·Napa·Wednesday Apr 29, 2026 · 1:42 PM
MR
Maria R.
Franchisee

Onboarding

Per-role stage flows, pre-shift gating, and linked training plays. Drives Roster Onboarding tab.

Onboarding flows by role

Each role has its own stage list. Click a flow to edit its stages.
Brand default
👤
Float ConsultantDefault
6 stages · 5 days target
👤
VS Practitioner
8 stages · 7 days target
👤
Manager
10 stages · 14 days target

Float Consultant flow

6 stages, 5 days target. First 4 stages gate first shift; stage 5 is on the first shift; stage 6 releases full assignment.
Stage 1
Welcome packet
Day 1
pre shift
Stage 2
Brand foundations
Days 1–2
pre shift
Stage 3
Float-room walkthrough
Day 2
pre shift
Stage 4
Booking system primer
Day 3
pre shift
Stage 5
Shadow shift
Day 4
first shift
Stage 6
Sign-off
Day 5
release

Linked training plays

Plays auto-assigned during onboarding. Lifecycle flows through K-06.
Inherited
📘
Brand voice fundamentals
Auto-assign at Stage 2
Auto
📘
Booking system primer
Auto-assign at Stage 4
Auto
📘
Float-room safety review
Auto-assign at Stage 3
Auto