Onboarding Guide

Welcome to Hone!

Whether you’re launching Hone Membership or a Private Program, our onboarding guide will walk you through all of the steps you’ll need to take to get fully set up. If you need additional assistance, please don’t hesitate to email support@honehq.com. 

Step 1: Set up your Hone Admin account and platform

This step must be completed before moving on to the next step.

1. Complete the New Customer Form.

• • Submit this form to gain admin platform access and provide the Hone team with important information that will help us make sure your account is set up properly.

2. Safelist Hone’s domain

• • Completing this will ensure communications from Hone don’t end up in your employees’ Spam folders.

NOTE: These next few items are optional but highly recommended

1. Set up Single-Sign-On (SSO)

• • This will bypass Hone's authentication process and direct learners to log in with your organization's SSO account. 

2. Set up your HRIS with the Hone platform

• • This will automatically update daily to ensure accurate employee data, such as name, email address, and department. This does not activate Membership or invite them to the program.

3. An alternative to HRIS integration is to complete a CSV upload.

• • This manual upload will create a profile with the employee's data, such as name, email address, and department. This does not activate Membership or invite them to the program.

Step 2: Activate Learners

NOTE: If you are launching a private program, skip ahead to step #3!

1. Grant Membership access via email

• • Learners will receive a welcome email inviting them to log in and begin getting familiar with the platform and browsing the catalog.

OR

2. Share the Membership Activation Link

• • If you want learners to be able to opt in to Hone membership proactively, share the membership activation link wherever you promote learning opportunities. Once a learner clicks the link and completes their activation, they will receive a welcome email from Hone inviting them to log in and begin browsing the catalog.

Step 3: Create Your Program and get learners enrolled

1. Create your program 

• • You can create a multi-class program or single session electives
  • Not sure which classes to include in your program? Check out our guide for How to Pick Classes for Your Training Program or select from one of our pre-built programs.

2. Schedule program groups (For private programs only. For membership programs, skip ahead  to item #3!)

• • Once you’ve published groups, we’ll begin sourcing coaches.

3.  Invite or directly enroll Learners

• • Invite Learners to  Private Program

OR

• • Directly enroll learners in a Private Program

OR

• • Invite Learners to a Membership Program

Step 4: Monitor Engagement and Measure the Impact of Your Program

1. Review the Membership Dashboard to see how learners are engaging overall.

OR

2. Review the Private Program Insights and Private Program Details pages to follow learner progress through your Private Program.

3. Create an assessment 1-3 months after running a private program or launching membership to measure the impact of your program or membership engagement.

Helpful Onboarding Resources

As a new customer, we’ve highlighted specific Help Center articles you should check out during your onboarding.

• • Launch & Engagement Strategies
  • Effective Communication Strategies for a Successful Program Launch
  • Building Buzz and Value: How to Generate Excitement for Your Training Programs
  • Platform Tutorial Videos
  • How to define success for your organization