---
title: Customise onboarding steps per profile
description: "Not every joiner needs the same things: a salesperson gets a CRM, a developer gets GitHub, a manager gets budget access. Illizeo lets you tailor each onboarding step based on department, contract, location or any HR field. - **Reading time**5…"
url: "https://illizeo.com/en/centre-aide/customise-onboarding-steps-per-profile/"
updated: "2026-09-21"
category: Core HR services
---

# Customise onboarding steps per profile

Not every joiner needs the same things: a salesperson gets a CRM, a developer gets GitHub, a manager gets budget access. Illizeo lets you tailor each onboarding step based on department, contract, location or any HR field.

- **Reading time**5 min
- **Level**Intermediate
- **Last updated**May 2026
- **Module**Onboarding

## Three levels of personalisation

You can act on three complementary axes: **conditional activation** (the step appears only if a rule is met), **content variants** (same title but different links or owners), **variable deadlines** (D-day, D+5 or a parameterised date).

## Step-by-step

1. ### Open an existing step

   In the journey editor, click the step to customise then the *Conditions* tab.
2. ### Define the display rule

   Pick the source field (e.g. *Department*), the operator (*equals*, *contains*, *not equal*) and the target value (e.g. *Engineering*).
3. ### Combine multiple conditions

   Use *AND* / *OR* to stack rules. Example: Department = Engineering AND Contract = Permanent.
4. ### Test with a fake profile

   The simulator lets you enter a profile and see which steps fire. Ideal for QA before publishing.
5. ### Publish the new version

   Each change creates a new version of the journey. Onboardings already running keep the previous version for consistency.

## Common rule examples

| Use case | Source field | Condition |
| --- | --- | --- |
| Create GitHub account | Department | = Engineering OR = Data |
| Issue sales SIM card | Job title | contains "Sales" |
| Validate work permit | Nationality | ≠ Switzerland AND ≠ EU |
| Manager training | Seniority | = Manager OR Director |
| NDA step | Access to sensitive data | = True |

## FAQ

   What if a condition changes mid-onboarding?

If you update the profile while onboarding is running, steps are re-evaluated. Steps already completed stay completed.

   Can a step be conditioned on the completion of another?

Yes, that's what dependencies are for. Conditions and dependencies can be combined.

   How do I preview the effect for a new joiner?

On the profile, the *Onboarding → Preview* tab lists active steps and the disabled ones with the reason.

   Can I make a step mandatory for end of probation?

Yes, by ticking *Blocking for probation validation*. The step becomes a prerequisite on the probation dashboard.

### Trigger an offboarding journey

The module also supports leaver journeys: equipment return, exit interview, access removal.

[See Core HR articles](/en/centre-aide/?cat=core-hr-services)

### *Related*