Employee Onboarding

Run this process every time a new employee is being integrated into the company.

5 steps

Process steps

1

HR: Save offer letter to employee file

5 days from previous step
task
New hire: {{new-hire-name-209076}} New hire email: {{new-hire-assigned-email-209082}} Department: {{new-hire-department-209083}} Hiring manager: {{hiring-manager-209084}} Offer letter: {{new-hire-offer-letter-209085}} Additional documents: {{additional-documents-209096}} To do list when candidate accepts offer:Move all files from candidate folder to employee folderThanks,HR Manager.
2

HR: Send new hire email

5 days from previous step
task
Dear {{new-hire-name-209076}} ,We are excited to have you join us!We anticipate that {{anticipated-joining-date-209116}} will be your first day at work. {{hiring-manager-209084}} will be your first point of contact on any questions related to your onboarding experience. You may contact {{hiring-manager-209084}} any time via {{hiring-manager-email-209117}} .You will be receiving an invite from {{hr-software-system-name-209118}} and login credentials from the IT department. You will be able to see onboarding activities scheduled for you during your first 2 weeks.Don't hesitate to contact us in case of anything.Thanks,HR Manager.
3

HR: Create new account in HR software

5 days from previous step
task
**insert screen recording to show how process is completed**Kindly create an account for {{new-hire-name-209076}} in our HR software system.Thanks,HR Manager.
4

HR: Create new employee task list

5 days from previous step
task
**insert tasklist template**Kindly create a new employee tasklist from the template.Thanks,HR Manager.
5

HR: Schedule on-boarding activities

5 days from previous step
task
Use Calendly to schedule activities on {{new-hire-name-209076}} calendar and assign to him/her.Coordinate with department managers and team members.To do list:Schedule training activitiesSchedule ***Thanks,HR Manager.

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