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Open : Open for Consideration

Flexibility when creating Onboarding Kits

Related products:Freshservice
  • December 19, 2022
  • 6 replies
  • 196 views
A
Apprentice
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It would be very valuable to have more customization or flexibility when creating Onboarding Kits and adding Service Catalog items. Specific ideas below:

  • Ability to list items in a particular order (drag & rearrange)
  • Ability to group items by type or custom (computer, software, access, etc)
  • Conditions to reveal certain items based on previous selections (without having to customize the Catalog Items themselves)

These are all QoL improvements that can be made and would benefit both the Agent(s) and the End-User(s).

September 5, 2024

We are currently doing a body of work to make onboarding and offboarding more flexible as well as facilitating other types of processes. We are referring to this as Employee Journeys and I will pass this information onto the relevant product manager.

6 replies

nparionagmail
Contributor
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Also a way to mirror the catalog item’s requirement. 

If the associated service item has an attachment required then the stakeholder should be able upload an attachment IF that service item is selected.

    C
    Skilled Expert
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    • CJ Woods
    • Skilled Expert
    • March 29, 2024

    Can we add cloning build kits for faster scaling of needs?

      alyssia.correa
      Skilled Expert
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      New Idea→Open : Open for Consideration
      Ally, Freshworks Community Manager
        S
        Active Contributor
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        • stephan14x
        • Active Contributor
        • August 20, 2024

        There is more missing:

        • Bundled Items of a Service added to a Kit are ignored - there is a reason why its bundled and Onboarding should respect that
        • Why am i building Kits when the Reporting manager or Stakeholder has no way to select an entire Kit, the manager wants one of the predefined IT setups, he does not care about the components
        • When there are multiple Kits available all components are mixed together?
          David Scully
          Community Debut
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          • David Scully
          • Community Debut
          • September 5, 2024

          We are currently doing a body of work to make onboarding and offboarding more flexible as well as facilitating other types of processes. We are referring to this as Employee Journeys and I will pass this information onto the relevant product manager.

            D
            Community Debut
            • david-ugg
            • Community Debut
            • September 6, 2024

            We are currently doing a body of work to make onboarding and offboarding more flexible as well as facilitating other types of processes. We are referring to this as Employee Journeys and I will pass this information onto the relevant product manager.

            Do you have an ETA on release of Employee Journeys? 

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