Table of contents
- ✨ Introduction
- 1️⃣ Combining journeys
- 2️⃣ Combining spaces
- 🙋 Login interface for the user
- 📊 Summary with concrete examples
✨ Introduction
On Workelo, a user can have multiple journeys and multiple types of access simultaneously. This means a boardee can at the same time:
- Follow one or more journeys as a boardee (onboarding, crossboarding, offboarding)
- Access the Stakeholder space to support other boardees
Concrete example: Marie is following her crossboarding journey while also having access to the Manager space to onboard a new member of her team.
1️⃣ Combining journeys
A user can follow multiple journeys simultaneously, provided they relate to different key moments.
Example: in the case of a crossboarding from one department to another, the employee can benefit from an offboarding journey in their previous department and a crossboarding journey in their new department.
💡 An employee cannot have two active journeys for the same key moment (e.g.: two offboarding journeys at the same time). A journey is active as long as it is neither closed nor cancelled.
2️⃣ Combining spaces
In addition to their journey(s) as a boardee (Boardee space), a user can also benefit from a Stakeholder space. This space allows them to have actions to complete in order to support other boardees (for example, onboarding a new hire).
✍ Giving an employee access to the Stakeholder space
⚠️ Prerequisite: Having the "Edit employee directory" right
- Go to the Account tab ➡️ Employees
- Select the employee to open their page
- Scroll down to the Rights section
- By default, if the employee has an active journey, their role is Collaborator
- In the dropdown menu, select the Role you wish to assign to them (e.g.: Manager)
- Click Save
- From the Spaces section, on the Stakeholder space row, click Send a login invitation ✉️
💡 If the space is created but not active, the user will not be able to log in to it.
📡 Access to the Stakeholder space is active if:
- The user has been invited to log in to Workelo via the first Moment of truth (if they were involved in a journey), or a manual login invitation, OR
- They have a login via SSO.
🙋 Login interface for the user
When logging in, the employee chooses which space they want to access.
Once logged in, they can switch from one space to another by clicking on their avatar.
Once logged in, they can switch from one space to another by clicking on their avatar.
📊 Summary with concrete examples
| Situation | Possible? |
|---|---|
| Onboarding journey + Offboarding journey at the same time | ✅ Yes |
| Crossboarding journey + Access to Stakeholder space | ✅ Yes |
| Two onboarding journeys at the same time | ❌ No |
| Onboarding journey + Crossboarding journey + Access to Stakeholder space | ✅ Yes |