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Onboarding in Align

The Align onboarding process walks you through setting up access, visibility, and scheduling for features like Wrap-Ups, 1:1s, Shout Outs, and Rocks to ensure alignment, transparency, and engagement across your organization. You’ll then configure performance modules—such as goal setting, job description assessments, values analysis, and competency reviews—along with admin settings, prompts, and review cycles to complete the setup and confirm everything is live.

  1. Click on Overview under the Align main navigation.

    This opens the Align feature where you set up onboarding, performance, and engagement features.

    Click on Overview under the Align main navigation.

  2. Follow these onboarding steps to configure Align properly.
    You do not have to complete them all at once.

    Follow these onboarding steps to configure Align properly. You do not have to complete them all now.

  3. Click on Seat Management, this will bring you to the Seat Management in Settings.

    Click on Seat Management, this will bring you to the Seat Management in Settings.

  4. Click on Select All Employees

    Click on Select All Employees

  5. Click on Actions

    Click on Actions

  6. Click on Assign Align Access

    Click on Assign Align Access

  7. Click on dropdown to set Align Access to Employees.

    Select Allow Access.

    Click on dropdown to set Align Access to Employees.

  8. Click on Assign Align Access

    Click on Assign Align Access

  9. Return to Align Onboarding, but selecting the Overview under the Align navigation.

    Return to Align Onboarding, but selecting the Overview under the Align navigation.

  10. From Onboarding, click on Next

    From Onboarding, click on Next

  11. If an employee does not have a manager, you can click on Actions

    If an employee does not have a manager, you can click on Actions

  12. And then click on Change Manager

    And then click on Change Manager

  13. Select the manager of the employee.

    If someone does not have a manager, for example, the president or CEO, set them as their own manager. This will allow the system to function properly.

    Select the manager of the employee.

  14. Click on Assign Manager

    Click on Assign Manager

  15. Click on Next

    Click on Next

  16. Click on Select Everyone or Disable

    Controls visibility: “Everyone” makes the feature org-wide or whomever has Align access enabled, “Disable” hides it from whomever has Align access enabled.

    Click on Select Everyone or Disable

  17. Select Everyone or Disable

    Controls visibility: “Everyone” makes the feature org-wide, “Disable” hides it.

    Select Everyone or Disable

  18. Click on Everyone - The Weekly Wrap-Up's features is visible to everyone in the organization

    Ensures all employees can see the Wrap-Up for alignment and transparency.

    Click on Everyone - The Weekly Wrap-Up's features is visible to everyone in the organization

  19. Click on the day of the week Employees will submit their Wrap-Up.

    Schedules the Wrap-Up to capture the entire week’s progress.

    Click on Thursday, or whatever day works best for your organization.

  20. Click on Next

    Confirms your Wrap-Up schedule and continues setup.

    Click on Next

  21. Enable or Disable 1:1s

    Determines visibility for 1:1s.

    Click on Select Everyone or Disable

  22.  

    Click on Next

    Proceeds once visibility is confirmed. The Success pop-up confirms the feature was activated correctly.

    Click on Next

  23. Enable or Disable Shout Outs

    Controls who can access Shout Outs.

    Click on Select Everyone or Disable

  24. Click on Next

    Proceeds to the next step in setup.

    Click on Next

  25. Enable or Disable Rocks (goals)

    Click on Select Everyone or Disable

  26. Click on Next

    Proceeds after confirming.

    Click on Next

  27. Setup Quarterly Performance Insights for each quarter

     

    Click on dropdown trigger

  28. Click on Save Cycle Preferences

    Locks in your review cycle structure.

    Click on Save Cycle Preferences

  29. Click on Next

    Finalizes onboarding setup and confirms completion.

    Click on Next

  30.  

    46. Open Admin Settings to configure org-level preferences for your performance cycle.

    Click on Admin Settings