Employee Onboarding - Pre-Start

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

15 steps 9 automations

Process steps

1

Hiring Manager - New Hire input form

1 days from previous step
task
Form fields in this step
Computer Preference *
Select other equipment required *
Does new hire require a Salesforce license? *
Does new hire require a SAP license? *
2

HR - Welcome to ABC-Corp

1 days from previous step
email
Hi {{employee-first-name-414633}} ! We are excited to have you joining ABC-Corp. I wanted to give you a quick preview of the steps that will happen between now and {{start-date-8215851}} .First, I need to collect some info from you so that I can set you up in our HR system. Please fill-out the attached New Employee Information sheet and send it to back to me. Once I have your info, I'll create your user account in our HR system. As a start-up, we utilize an HR-as-a-service company called Insperity. As a PEO, Insperity negotiates and administers all our benefits on our behalf. Please keep your eye out for an emai from Insperity with instructions on how to access the system. Once in the system, you will see instructions on completing your I-9 -- this is an important step in the employment process that MUST be completed within your first 3 days of employment.Second, in the next 24 hours, I will iniate your background check via Insperity Employment Screening. This is a prerequisite given the regulated space that we operate in. Please keep an eye out for an email from Insperity Employment Screening.Third, after all that, we will get rolling with creating your company email, provisioning your computer, providing access to IT systems, etc.If you have any questions, feel free to contact {{reports-to-8125226}} or to email me at hr@abccorp.com. Day 1 will be here before you know it - we're thrilled to have you on the team!New Employee Information Sheet.pdf
3

Input New Hire info for future use

1 days from previous step
task
Form fields in this step
Street address *
City *
State *
ZIP *
4

HR- conduct background check

1 days from previous step
task
Log into InsperityBackgroundServicesUnder Choose a Customer, select "Houston_ABCCorp" List ChecksHit "Go"On the Create tab, select An Applicant RequestIn the pop-up, fill-in all required fields and select ABC Custom PackageMark the Certification as "Yes"Click Send Request
5

HR - load new hire to Insperity

1 days from previous step
task
Use the information in the Kick Off Form to load the employee into Insperity.
6

HR - update org charts and employee roster

5 days from previous step
task
Add {{employee-first-name-8215856}} to the Employee Roster and Org Chart using the links provided below:Link to Team Roster docLink to Org Chart
7

IT - create user accounts

2 days from previous step
task
Please create the Microsoft account for {{employee-first-name-8215856}} {{employee-last-name-8215855}} and add him/her to the hr@abccorp.com mailing list and any other mailing lists for his/her new team.
8

IT - order and provision equipment

3 days from previous step
task
Please order / ship the following products: Computer Preference: {{computer-preference-8215861}} Other Equipment: {{select-other-equipment-required-8215860}} To the following new hire: {{employee-first-name-8215856}} {{employee-last-name-8215855}} {{street-address-8215864}} {{city-8215865}} , {{state-8215866}} {{zip-8215867}}
9

Hiring Manager - schedule 1:1s for new hire with Key Constituents

5 days from previous step
task
Consider scheduling 30-60 min 1:1s with key constituents that the New Hire will work with closely. These meetings should take place over the first 1-2 weeks after the New Hire starts. Best practice is to get these meetings on the calendar b/f Day 1 so that the New Hire has some activities on the calendar as soon as he/she starts.
10

Hiring Manager - add new hire to standing team meetings

5 days from previous step
task
Consider scheduling 30-60 min 1:1s with key constituents that the New Hire will work with closely. These meetings should take place over the first 1-2 weeks after the New Hire starts. Best practice is to get these meetings on the calendar b/f Day 1 so that the New Hire has some activities on the calendar as soon as he/she starts.
11

Ops - create salesforce account

5 days from previous step
task
Please create a Salesforce account for {{employee-first-name-8215856}} {{employee-last-name-8215855}} . Start date: {{start-date-8215851}}
12

Hiring Manager - request SAP account

5 days from previous step
task
You've said that {{employee-first-name-8215856}} needs SAP access. Please send an email to SAPSupport@abccorp.com. If there is another User who has similar SAP-access requirements, please request that {{employee-first-name-8215856}} 's access be set-up to mirror that person. If not, you will need to get more prescriptive about the User access that {{employee-first-name-8215856}} will require. If you have any questions, please reach-out to Abbey, Brian or Christopher.
13

Marketing - add new hire to biweekly All Hands call

5 days from previous step
task
Please add {{employee-first-name-8215856}} {{employee-last-name-8215855}} to your invite for the All Hands meeting. Thank you!
14

HR - verify background check is complete

5 days from previous step
task
15

Ops - schedule Day 1 onboarding process

5 days from previous step
task
Please make note that {{employee-first-name-8215856}} {{employee-last-name-8215855}} is joining ABC effective {{start-date-8215851}} .Please launch the post-start Employee Onboarding workflow on that morning.

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