Onboarding Wizards¶

ZAI provides three guided onboarding wizards for setting up Employees, Pods, and Clients. Each wizard walks through a step-by-step process to configure the entity with all required and optional settings.

Overview¶

• Employee Wizard -- Set up a new employee with their ConnectWise profile, role, pod assignments, schedule, and skills.
• Pod Wizard -- Create a pod with feature flags, client associations, team members, and board configurations.
• Client Wizard -- Onboard a client from ConnectWise with pod assignment, contract type, feature flags, and external system links.

All three wizards share common capabilities:

Employee Onboarding Wizard¶

Accessing the Wizard¶

• From the Employee list -- Click the onboarding prompt for any flagged employee.
• Direct URL -- /Onboarding/EmployeeWizard for a new employee, or /Onboarding/EmployeeWizard?id={employeeId} to update an existing one (skips Step 1).

Step 1: Find in ConnectWise¶

Search ConnectWise members by name using a live typeahead search (300ms debounce).

When a member is selected, the following fields are auto-populated:

If the ConnectWise member's team name matches an existing pod name, that pod is automatically selected in Step 2.

Step 2: Role & Pods¶

At least one pod must be selected to proceed.

Step 3: Work Schedule¶

Configure the employee's weekly working hours and timezone.

Defaults:

• Weekdays (Mon--Fri): 09:00--17:00
• Weekends (Sat--Sun): blank

Use the Apply 9-5 Mon-Fri button to quickly reset to standard office hours.

Step 4: Skills (Optional)¶

Select from the available skills list using checkboxes. Multiple skills can be selected, or the step can be skipped entirely. Skills are submitted with a default proficiency rating of 5 and can be adjusted later from the employee detail page.

Step 5: Review & Submit¶

A summary of all selections is displayed for final review. Click Onboard Employee to complete the process.

After successful submission, you are redirected to the employee detail page with a success notification.

Pod Onboarding Wizard¶

Accessing the Wizard¶

• From the Pod list -- Click the onboarding prompt for a new pod.
• Direct URL -- /Onboarding/PodWizard for a new pod, or /Onboarding/PodWizard?id={podId} to update an existing one.

Step 1: Pod Details¶

Step 2: Features (Optional)¶

Toggle feature flags on or off by clicking the feature cards. All are off by default.

Step 3: Clients (Optional)¶

Select clients to associate with this pod using checkboxes.

When entering this step, ZAI automatically suggests clients based on the pod name by matching against ConnectWise company types. An info alert shows how many clients were auto-selected. You can adjust the selection as needed.

Step 4: Team (Optional)¶

Assign team members and job roles to the pod.

Both sections are optional and can be configured later from the pod detail page.

Step 5: Board Configurations (Optional)¶

Configure which ConnectWise boards this pod monitors and how tickets are processed.

Click Add Board Configuration to add a new row. Each configuration includes:

Multiple board configurations can be added. Each can be individually removed.

Step 6: Review & Submit¶

A summary of all selections is displayed with badges for each configuration. Click Onboard Pod to complete the process.

After successful submission, you are redirected to the pod detail page with a success notification.

Client Onboarding Wizard¶

Accessing the Wizard¶

• From the Client list -- Click the onboarding prompt for any flagged client.
• Direct URL -- /Onboarding/ClientWizard for a new client, or /Onboarding/ClientWizard?id={clientId} to update an existing one (skips Step 1).

Step 1: Find in ConnectWise¶

Search ConnectWise companies by name using a live typeahead search (300ms debounce).

When a company is selected, the following happens automatically:

• Client Name is populated from the company name
• Pod is auto-detected from the company type mapping (shown as an info alert)
• Azure Tenant ID is looked up from the company website domain
• IT Glue Organization ID is looked up by company name

External ID lookups run in parallel and show a spinner while loading, followed by a checkmark when found.

Step 2: Pod & Contract¶

When a pod is selected, employees from that pod are automatically pre-selected in Step 4.

Step 3: Feature Flags¶

Toggle feature flags on or off by clicking the feature cards. All are off by default.

Step 4: Team Mapping & External Links (Optional)¶

Suitable Employees¶

Checkboxes showing available employees. If a pod was selected in Step 2, employees from that pod are auto-selected with an info alert. You can adjust the selection.

External System Links¶

Both fields show a spinner during lookup and a checkmark when a value is found.

Step 5: Review & Submit¶

A summary of all selections is displayed with badges. Click Onboard Client to complete the process.

After successful submission, you are redirected to the home page with a success notification.