Zavvy onboarding journeys and pre-boarding automation
Onboarding journeys are built using a visual editor that lets HR teams define multi-step workflows with content delivery, task assignments, stakeholder notifications, and milestone check-ins.
Onboarding journeys are built using a visual editor that lets HR teams define multi-step workflows with content delivery, task assignments, stakeholder notifications, and milestone check-ins. Journeys can be customized by role, department, and location. Content is delivered on a scheduled cadence through Slack, Microsoft Teams, or email.
Pre-boarding begins between offer acceptance and start date, delivering welcome content, team introductions, and logistical information. The pre-boarding phase keeps new hires engaged during the gap between signing and starting, which is particularly important for remote hires who do not have the in-office reinforcement of joining a physical workplace.
Slack and Teams content delivery
Onboarding content — text, videos, tasks, quizzes, and links — is delivered directly in Slack or Teams messages. New hires receive dripped content on a configured schedule, and tasks can be completed within the messaging interface without navigating to a separate portal. This delivery method achieves higher engagement rates than portal-based onboarding for remote teams.
Journey templates and customization
Zavvy provides pre-built journey templates for common roles and departments that can be customized with company-specific content, branding, and task assignments. Templates accelerate initial setup while allowing ongoing refinement as the onboarding process evolves.
Zavvy training module and course builder
The training module lets you create courses from templates or from scratch using a content editor that supports text, embedded videos, quizzes, and external links.
The training module lets you create courses from templates or from scratch using a content editor that supports text, embedded videos, quizzes, and external links. Courses can be assigned automatically as part of onboarding journeys or independently for ongoing training needs.
Training paths group multiple courses into a sequential learning experience for specific roles or departments. Completion tracking monitors which employees have finished assigned training and which are in progress, with automated reminders for overdue assignments.
Course creation and content types
Courses support multiple content formats including rich text, embedded videos from YouTube or Vimeo, interactive quizzes, file downloads, and links to external resources. The editor is designed for HR administrators and managers, not instructional designers — you do not need LMS expertise to build effective training content.
Training path assignments and completion tracking
Training paths can be assigned by role, department, or individually. Automated reminders notify employees of pending training, and managers can view completion status for their direct reports. Completion data feeds into the analytics dashboard for organizational-level training reporting.
Zavvy performance reviews and 360 feedback
The performance module supports configurable review cycles with multiple feedback sources — manager evaluations, self-assessments, peer reviews, upward feedback, and full 360 reviews.
The performance module supports configurable review cycles with multiple feedback sources — manager evaluations, self-assessments, peer reviews, upward feedback, and full 360 reviews. Review templates are customizable, and the review cadence can be set to any frequency — quarterly, biannual, annual, or custom schedules.
Reviews can reference the career framework competencies, which adds structure to evaluations by assessing employees against specific role-level definitions rather than generic rating scales. Feedback is collected asynchronously, which is well-suited for distributed teams across time zones.
360 feedback collection and aggregation
The 360 feedback feature collects input from multiple reviewers — manager, peers, direct reports, and the employee themselves — and aggregates the feedback into a unified review document. The asynchronous collection process accommodates different time zones and work schedules without requiring synchronous meetings.
Review cycle configuration and automation
Review cycles can be configured with custom timelines, reviewer assignments, and reminder schedules. The platform automates the review process — sending invitations, tracking completion, and closing cycles on schedule — reducing the administrative burden on HR teams.
Zavvy career frameworks and development planning
The career framework builder defines competency levels for each role and function in your organization.
The career framework builder defines competency levels for each role and function in your organization. Each level includes specific skills, behaviors, and outcomes that define what success looks like at that stage of the career path. These definitions connect to performance reviews for structured evaluation and to development plans for growth guidance.
Development plans let employees and managers collaborate on growth goals, learning activities, and milestone check-ins tied to career progression. The integration between frameworks, reviews, and development plans creates a connected system where performance evaluation informs development priorities.
Competency level definitions
Each role can have multiple levels — junior, mid, senior, lead, principal — with specific competency definitions for each level. Competencies can cover technical skills, leadership behaviors, business impact, and cultural contributions. The definitions serve as reference points during performance reviews and development conversations.
Development plan creation and tracking
Development plans are created collaboratively between employees and managers, with goals, learning activities, and timelines. The plans reference career framework competencies to focus development on the skills needed for career progression. Progress tracking and periodic check-ins keep development plans active rather than forgotten.
Zavvy Slack and Microsoft Teams integration
The Slack and Teams integration is central to Zavvy's delivery model.
The Slack and Teams integration is central to Zavvy's delivery model. Onboarding content, training assignments, performance review notifications, and development reminders are all delivered through messaging apps. Employees can complete many tasks — quizzes, feedback submissions, check-in responses — without leaving the messaging interface.
The integration goes beyond notifications. Zavvy creates dedicated Slack channels or Teams channels for onboarding cohorts, delivers training content as interactive messages, and sends performance review prompts with inline response capabilities.
In-channel task completion
Many Zavvy tasks can be completed directly within Slack or Teams — responding to check-in questions, submitting feedback, completing quizzes, and acknowledging onboarding content. This in-channel approach reduces friction by eliminating the need to switch between applications.
Cohort channels and social onboarding
Zavvy can create dedicated Slack or Teams channels for onboarding cohorts, bringing new hires together for shared experiences and peer support. This social element is particularly valuable for remote teams where new hires may feel isolated during their first weeks.
Zavvy analytics and people development reporting
The analytics dashboard tracks metrics across onboarding, training, performance, and development — journey completion rates, training completion and quiz scores, performance review participation, and development plan progress.
The analytics dashboard tracks metrics across onboarding, training, performance, and development — journey completion rates, training completion and quiz scores, performance review participation, and development plan progress. Reports can be filtered by department, role, location, and time period.
The cross-module analytics are a differentiator because they let you see connections between onboarding quality, training completion, and performance outcomes in a single view rather than assembling data from multiple tools.
Cross-module analytics
Because onboarding, training, performance, and development all live in the same platform, Zavvy can surface correlations — for example, whether employees who complete onboarding training on time also receive higher performance review scores. This cross-module visibility is rare at this price point.
Manager and department-level views
Reports break down metrics by manager and department, enabling HR teams to identify which teams have strong onboarding and development practices and which need support. This granularity supports targeted interventions rather than organization-wide mandates.