Setting Up Nimblr for Employee Onboarding

How do I configure Nimblr to onboard new employees?

To onboard new employees with Nimblr, create a dedicated group, send a customizable Training Invitation email, automatically enroll new users in the Introduction course, and track their progress and awareness scores from the dashboard.

How do I set up a group to onboard new hires?

Create a new group for new hires, add the new users to that group, and send the Training Invitation from the group's settings.

1. In Nimblr, navigate to the Groups section from the main menu.
2. Create a new group for new employees.
3. Add new hires or contractors to that group. You can add users manually, via bulk CSV import, or through your identity provider if SSO provisioning is configured.
4. Open the group and go to Group Settings.
5. Send the Training Invitation email from Group Settings.

How do I customize the onboarding email and include internal resources?

Customize the Training Invitation in the group's Training Invitation settings and add links to internal documents or resources there.

• Open Group Settings → Training Invitation.
• Edit the invitation text and insert links to internal onboarding documents.
  
  

What training do new users receive automatically?

New users who receive the Training Invitation are enrolled in the Introduction course that explains the purpose of the training and gets them started.

• New users receive the Introduction course after accepting the invitation.
• The Introduction course provides the initial onboarding and security awareness explanation.

How can I track and validate that new employees completed onboarding?

Use a dedicated group to track participation and view progress metrics on the Nimblr dashboard for that group.

• Group membership provides a simple way to monitor who has done their training.
• Dashboard statistics show interaction and progress for group members.
  
  

How are user awareness levels represented when onboarding starts?

All new users start at a low initial awareness level. You can view the current baseline score for new users on your Nimblr dashboard.

What should I do if recipients cannot access the training link?

Ensure recipients have a portal account; the training page requires portal access and may show "page not found" if accessed without an account.

• Verify the recipient has an account or portal login before expecting them to open the training link.
  
  

What common measurement or dashboard issues should I watch for?

Be aware that sandboxing or automated systems can register clicks and inflate click rates; verify click metrics if you see abnormally high click activity.

• Sandboxing may register user clicks even when a link was not actually clicked.
• Investigate unusually high clickrates before relying on those metrics for training decisions.
  
  

Are there built-in short interactive onboarding sessions available?

Nimblr does not offer separate fixed-length interactive onboarding sessions. The recommended approach is to use a dedicated group with the Training Invitation and Introduction course.

Troubleshooting: what steps resolve access or metric problems?

1. Confirm the user has a portal account so the Training Invitation link opens correctly.
2. If invitation links return "page not found", check account access and resend the invitation.
3. If click metrics look incorrect, review whether sandboxing or automated systems are being recorded as clicks and adjust interpretation of those stats.
4. Use a dedicated group to isolate onboarding users and monitor their specific progress.

If you have any further questions, feedback or requests just reach out to us and Submit a Ticket or send us an email at support@nimblrsecurity.com