Employee Onboarding

With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing onboarding schedule and setting up accesses for the new employee.Steps in this blueprint:Capture-EmployeeOnboardingBP.PNG 63.1 KB DownloadView full size

8 steps 7 automations

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Process steps

HR- Setup employee on HR and payroll systems and send welcome email

1 days from previous step

task

Dear {{employee-first-name-414633}} ,We are excited to have you on the team. This task is a part of your induction process. Please fill in all the information below.If you have any questions, please do not hesitate to get in touch with me.Thank you.Regards,HR

Form fields in this step

Employee ID (if assigned)

Personal Email

Address

Phone

Date of Birth

SSN

Immigration Status

Gender

Emergency Contact Name

Emergency Contact Phone

Other Information

IT Department - order and provision IT and telephone equipment

2 days from previous step

task

Name to be printed on ID Card: {{employee-first-name-414633}} {{employee-last-name-414634}} Department: {{department-2068071}}

Form fields in this step

Please select what has been set up

Office Manager - provision desk, car parking and office keys

2 days from previous step

task

Employee Name: {{employee-first-name-414633}} {{employee-last-name-414634}} Hiring Manager: {{hiring-manager-2068070}} Department: {{department-2068071}}

Form fields in this step

Please mark what has been done

What is the assigned car parking spot?

IT Department - create user accounts

2 days from previous step

task

Employee Name: {{employee-first-name-414633}} {{employee-last-name-414634}} Hiring Manager: {{hiring-manager-2068070}} Department: {{department-2068071}}

Form fields in this step

Select accounts that have been set up

HR - welcome employee and run induction

5 days from previous step

task

Employee Name: {{employee-first-name-414633}} {{employee-last-name-414634}} Hiring Manager: {{hiring-manager-2068070}} Department: {{department-2068071}}

Form fields in this step

Start Date

Employee Bio

Employee Resume for Database

HR Induction Schedule

IT Department - train employee on IT systems

2 days from previous step

task

Employee Name: {{employee-first-name-414633}} {{employee-last-name-414634}} Hiring Manager: {{hiring-manager-2068070}} Department: {{department-2068071}}

Form fields in this step

IT Onboarding

Hiring Manager - job role and roadmap

2 days from previous step

task

Please note: Hiring Manager can be added to this step as a guest user instead of a coworkerEmployee Name: {{employee-first-name-414633}} {{employee-last-name-414634}} Hiring Manager: {{hiring-manager-2068070}} Department: {{department-2068071}}

Form fields in this step

1st week tasks