Journeys are structured and sequenced workflows that guide individuals through key stages of the employee lifecycle, including onboarding, role transitions, and skill development. They consist of steps that people must complete, like reading content, visiting links, completing forms, and meeting training requirements. These are combined with timed emails or notifications that are sent to both the employee and their supervisor.
As employees progress through the requirements, they can also be added or removed from spaces and earn digital badges. In this way, administrators and people managers can guide individuals through transitions with information and pointers at their own pace, boosting site engagement and keeping participants on track without requiring manual follow-up.
Unlike learning management systems (LMS), journeys do not include testing, certification, or grading. Instead, they provide a flexible way to deliver content and guide employees through structured experiences such as onboarding, performance reviews, leadership development, and compliance training (with the option to link out to LMS courses as one of the required steps).
To make Journeys accessible to users, enable Journeys in system settings and add the icon to the header and user account menu.
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The Journey icon will appear in the navigation header.
When you click your profile or account menu, the Journey icon will be visible under My Apps and Tools.
To manage who can create, edit, or delete journeys, go to Control Panel > People > User Section Permissions.
Note: Only users with the Manage Permissions setting enabled can modify journey access rights for other roles.
Users with permission to create or manage journeys can open the Journey Manager from their profile menu.
To access the Journey Manager, click your profile image in the top navigation bar and select Journey under My Apps and Tools.
The Journeys Manager provides an overview of all existing journeys. It allows searching, sorting, and filtering journeys, and displays details such as status, creator, and participant count. The table can show 10, 25, 50, 100 or 200 journeys per page, with navigation options at the bottom to move between pages or select a specific page number.
The filters above the table allow you to narrow the list of journeys. You can filter by status, date range, creator, or search by name.
Status: Use the dropdown menu to filter journeys by their current state. Available options include Draft, Active, Paused, and Archived.
Date Range: Select a Start Date and End Date to view journeys created within a specific time period.
Created by: Enter a user’s name in the Created by field to view journeys initiated by a particular person.
Search: Use the search bar on the right to search by journey name.
The table below the filters displays key details about each journey. These columns provide insight into ownership, status, and participation.
Date Created: Shows when the journey was initially created.
Created By: Displays the name of the user who created the journey.
Status: Indicates whether the journey is in Draft, Active, Paused, or Archived state.
Enrolled: Shows the number of users currently enrolled in the journey.
Graduated: Number of users who have completed all steps.
Create JourneyCreate and design a journey from scratch, add steps, configure communication blocks, and organize the sequence of actions users follow.
Journey Lifecycle ManagementEdit live journeys, pause or archive them, and review how the system behaves during each lifecycle change.
Managing Journey ParticipantsAdd participants manually or automatically based on set criteria. Manage enrollment settings and remove users if needed.
Navigating a Journey as a UserView what enrolled users see as they move through a journey, including step progress, delay messages, and status notifications.
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