Onboarding Guide

Welcome to Hone!

Whether you’re launching a Membership or a Private Program, our Onboarding Guide will walk you through the steps. Please don’t hesitate to email support@honehq.com if you need assistance.

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. This gives us the basic information to include in your profile.

2. Safelist our domain using these instructions.

• • Completing this will ensure our emails don’t go into your employee’s Spam folder.

Optional, but highly recommended.

1. Set up Single-Sign-On (SSO) using these instructions.

• • 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 using these instructions.

• • 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 using these instructions. 

• • 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: Create Your Program

1. Create a Private Program or a single session, then add groups following these instructions.

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

2. Create a Membership Program, then the next thing to do is go to Step 3!

Step 3: Launch!

1. If you are starting with a Membership or Private Program for specific learners, invite learners using these instructions.

2. If you are granting Membership access to a broad audience (with or without Membership Programs), follow these instructions.

Step 4: Measure Your Program

1-3 months after launching your program, create a post-program assessment by using these instructions. 

Helpful Onboarding Resources

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

• • Launch & Engagement Strategies
  • How to define success for your organization
  • Impact Survey Overview and Engagement Resources (for Private Programs)
  • Platform Tutorial Videos
  • Membership Video