Onboarding and offboarding templet

Hello Everyone,

Exploring the creation of an onboarding and offboarding template. Are there any valuable links or videos you recommend for guidance?

Hey there! It may not be exactly what you’re looking for but hoping it’s helpful.

Hey Thanks @Scott_Collier-Weir

I’m in need of assistance with an onboarding and offboarding template in Coda. However, when I modify the onboarding buddy, the email notifications cease to function. Can you provide guidance on resolving this issue?

I thought it just me who was facing this problem.

hi @Mark_Chapman , hi @Dastagir_Kazi ,

Can you clarify what the issue is.
What exactly is not working as expected?

Cheers, Christiaan

Yeah can you clarify what you mean by “modify the onboarding buddy”

Any more context, screenshots, etc would be helpful!

Hi Christiaan,

I apologize for the delay in responding. I encountered an issue while attempting to add a new hire’s name to the column, as it displayed as blank. Furthermore, when initiating the process to send a welcome email to the user, I noticed that the “send mail” button was not highlighted.
Attaching Screen


shot your your reference

whenver i try to contact coda support it always show this msg

You’ve reached us outside of our normal hours of operation of 9 AM - 5 PM PST, Monday through Friday.

In the meantime, let’s see what we can do! Are you trying to write a formula? Or do you need help with one of Coda’s other building blocks?

hi @Dastagir_Kazi ,

We all need some time off once in a while.

I went back to your first message and you wrote about an a template and it may help to tell us which one you used, so we can have a look.
Based on your screenshot only I am afraid I cannot help you. Nevertheless, my guess is that you need to install your own Gmail pack, go into the button replace the existing gmail logic with your own reference.

once you share the doc (or a copy of it) we can have a closer look.

cheers, christiaan

hi @Christiaan_Huizer

you can check this templet link below

New Hire Onboarding + Emails Messenger
Please check and let me know how to resolve above issue

thanks for sharing @Dastagir_Kazi ,

you wrote:

when I modify the onboarding buddy, the email notifications cease to function.

I am not familiar with these templates, this is actually the first time I see this one, and with what I see, I am afraid this is not my cup of tea. There is too much going on to my liking. Anyway, you should check if the user in the column onboarding buddy is a user with access to the doc, because it takes the property email of this user. That is all I can say

Courage, Christiaan