Brief Overview

WalkMe Onboard is a collection of resources and tasks to help admins get started with WalkMe. This guided onboarding flow will equip you with the essential knowledge and tools to get started with WalkMe and Joule integration so you can start seeing results faster.

It includes:

• Self-Serve Resources: Gain confidence with WalkMe through self-paced courses and best practices in the WalkMe Community and Digital Adoption Institute
• Admin Setup Essentials: A clear checklist to configure WalkMe for your system
• A Go-To Resource: Come back to WalkMe Onboard anytime, whether you're just getting started or need a quick refresher

Access

1. After the account Provisioning & Proof of Delivery (POD) process is complete - on the effective date of the contract, the Customer WalkMe Admin will receive a welcome email from WalkMe
2. Once users click Activate Account in the email and set up their password, they are redirected to the WalkMe Console to start their onboarding
3. The initial users will then be able to invite other users to receive the email and start the onboarding process

How It Works

Getting Started with WalkMe

When you first log into WalkMe, you will see a full-screen welcome video. This video introduces WalkMe's Digital Adoption Platform and how it can help maximize the value of your software investments.

The video will only appear once and will not be shown again after you complete it.

After clicking Get Started, you'll be presented with an overview of WalkMe Onboard:

• Self-serve training and best practices

• Admin setup checklist

• Access to return to WalkMe Onboard at any time for future reference

Onboard at your own pace

The onboarding experience allows you to return to the main menu to complete your onboarding anytime.

• Click the Profile icon to view onboarding progress
• Hovering over the progress bar shows the next steps and how many steps remain for the user to complete the onboarding process

Invite Users

You can invite teammates to collaborate on your WalkMe project.
Typical collaborators may include:

• Developers
• IT team members
• Content creators
• Admins managing WalkMe

Enter the email addresses of the users you want to invite.

Install WalkMe Editor

Download the WalkMe Editor for your operating system (Windows or Mac).
Install the application on your computer. If you do not have installation permissions, contact your IT department for assistance.

After installing the editor:

• Install the WalkMe browser extension when prompted to ensure the editor connects properly with your browse

Download

Digital Adoption Institute

Access Digital Adoption Institute with the integrated action bar for self-paced WalkMe training and certifications.

Learning paths include:

• WalkMe Fundamentals
• Builder training
• Project Lead training
• Program Manager training

Log in with your WalkMe credentials to begin your learning journey.

WalkMe World Community

You can join the WalkMe World Community to:

• Browse discussions and feature ideas
• Connect with other WalkMe users and experts
• Participate in forums, groups, and events

Access the community using your WalkMe credentials.

Solutions Gallery

If you are working with SAP systems, you will have access to the Solutions Gallery, which has customizable accelerator templates.

Browse available solutions to speed up deployment and maximize digital adoption.

Solutions Gallery in the Console

WalkMe Configuration

Select Application

To begin using the action bar choose and save your first application.

• Applications containing content can't be selected

Start with Action Bar

To configure the action bar on your selected application choose Yes when prompted.

Builders can:

• Add and customize organizational launchers
• Configure where the bar appears for employees
• Enable the CX AI Toolkit integration to preload CX launchers
• Launch the console app to select action bar locations

Selecting action bar locations allows builders to control where the action bar can appear for your users.

Configure Joule Chat

To configure the Joule chat on your selected application, choose Yes when prompted

Builders can:

• Provide smart assistance with fast answers from SAP knowledge sources
• Deliver contextual suggestions and automates processes
• Configure from the AI Chat console app

Accessibility

You will be asked whether your WalkMe content needs to comply with accessibility standards (ADA/WCAG).

• Select Yes if accessibility compliance is required
• Select No if accessibility compliance is not required

IDP Integration

You will be asked whether you want to set up an Identity Provider (IDP) Integration to securely identify users.

• If you select Yes, you will be taken to the IDP configuration page
• If you select No, you will proceed to the next step of the onboarding process

IDP Integration

End User Identification (UUID)

If you do not set up IDP integration, you will be prompted to choose how WalkMe will identify users using a Unique User Identifier (UUID).

• Recommended method: Use a variable for UUID identification
• You can also choose to enable hashing to anonymize user data before it is sent to WalkMe

Select your preferred UUID method from the dropdown menu.

WalkMe Deployment

Deployment for external applications (homegrown)

To view WalkMe content on your website, deploy WalkMe using one of two options. If you can access your site's code, deploy WalkMe using the snippet. Otherwise, use the extension.

Snippet (Recommended for SAP applications)

Insert a WalkMe snippet directly into your website's HTML. For best performance and long-term stability, we highly recommend using snippet deployment for SAP applications. 

• Fastest deployment method with stable, scalable performance

• Pre-embedded in SAP applications where possible
• Managed and updated automatically with each SAP release

If you select this method, you'll have to copy the snippet of the code for the relevant environment (Test or Production from the Admin Center). To locate the snippet:

1. Go to the Admin Center
2. Select the relevant system
3. Next to Production or Test, select on the Options menu
4. Select Show snippet

Extension (Alternative for non-SAP systems)

Use the WalkMe browser extension if you cannot change the site's code.

• Required for applications outside of SAP

• Installation requires IT involvement; customers are responsible for setup

If you select this method, you'll have to configure the extension first – to define the unique URLs on which you want WalkMe to load

• Then you'll have to install the extension by following a step-by-step installation wizard

SSO Setup

You can configure Single Sign-On (SSO) to allow users to log into WalkMe with their existing company credentials. Enabling SSO improves security, simplifies user management, and streamlines access.

Decide whether to set up SSO now or later.

Onboarding Complete!

Explore your new tools in the console:

• SAP US Data Center

• SAP EU Data Center

• WalkMe US Database

• WalkMe EU Database