Ongoing user management when CSV list uploads are being used

 

Introduction

Once you have initially imported users to your organization through CSV list uploads, there are a few options at your disposal for ongoing new user management.

 

Starting the training for new users in Hoxhunt

Option 1: User initiated training start

  • Integrate Hoxhunt training as part of your new employee HR process 

  • Ask new employees to start the Hoxhunt training by clicking on Hoxhunt button

With this option, Hoxhunt enables Anyone can join feature so that each new employee learns about Hoxhunt and its importance during their first days of employment. They are encouraged to start their Hoxhunt training without further delay by pressing the Hoxhunt button in their email client.

As a consequence, they receive the Welcome simulation, and Hoxhunt training starts rolling straight away. By reporting the Welcome simulation (or any other future simulation) they get onboarded to the training.

 

Option 2: Admin initiated training start

With this option, an admin user within your organization uses Hoxhunt Admin Portal to manually start the training for new employees. Read more here: Admin Portal: User Management View under Managing individual users and Managing several users.

By using Start training option in Admin Portal > User Management, the selected users receive the Welcome simulation, and Hoxhunt training starts rolling straight away. By reporting the Welcome simulation (or any other future simulation) they get onboarded to the training.

Alternatively, you can select Invite to training* to send out an Invite email which allows users to opt-in to Hoxhunt training if they so wish.

You can read more about our start methods here: Hoxhunt Admin Portal: Starting Methods

*Invite start method has been deprecated, and it's not available to all customers anymore.

 

Option 3: Automated training start

  • Customer Admins can also automate Hoxhunt training to be started for new users on a regular interval (weekly, monthly). Please see Admin Portal: Starting Methods for more information.

  • Remember to communicate about Hoxhunt to new employees so they know what to do when their receive their Welcome email (see Pre-launch communication templates and visual elements ). By reporting the Welcome simulation (or any other future simulation) they get onboarded to the training.

 

Option 4: Combination of the above

It is also possible to combine different training start methods. For example, you can allow your employees to start the training on their own (option 1) for a certain time, then start the training for the remaining users centrally (option 2), and finally move to automated start (option 3).

 

Removing users from Hoxhunt

You can use the Hoxhunt Admin Portal to remove users from Hoxhunt.  Read more here: Admin Portal: User Management View under Managing individual users and Managing several users.

Hoxhunt will flag the user as soft deleted and will permanently delete the user after 90 days. If the user is re-activated from the Admin Portal before the 90 days have elapsed, soft deletion is cancelled and user is returned to their original state before soft deletion was triggered. 

If you want to speed up permanent deletion of specific users, please contact Hoxhunt Support.

 

More information

You can read more about the Admin Portal tools from the articles below:

Questions?

If you have questions about new user management please reach out to your Customer Success Manager or support@hoxhunt.com.

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