HUMAN RESOURCES

Get new employees up to speed quicker

Features & integrations used:

🌊 WORKFLOW
πŸ’¬ CHAT

Summary

πŸ”¨ FUNCTIONS
  • Create resource library

  • Shared onboarding process

  • Track signed documents

πŸ’‘ RESULTS
  • Engaged team members

  • Quicker onboarding

🀼 TEAMS HELPED
  • Management

  • Human Resources

STEP #1

1. In the workflow library, create a Employee Onboarding workflow.

🀿

 

DEEP DIVE

Employee onboarding workflows help new members get up to speed with their role, the organization, & complete necessary forms. This example is divided into 4 lists:

  • Resources that employees can read to learn about rules, offices, vision, etc.

  • Tasks e.g. changing their profile picture, meet with manager, etc.

  • Supplies is for of all required equipment and items, e.g. IDs, laptop, t-shirts, etc.

  • Forms is for legal & admin documents, e.g.  employment agreements, parking forms, NDAs, etc.

STEP #2

Connect this onboarding workflow to a HR-new or HR-onboarding Group with the /board command.

STEP #3

1.Add new employees to this Group – send a welcome message, encourage them to send a quick β€œAbout Me”, & Get notified whenever an employee completes items in each list.

🀿

 

DEEP DIVE

In Tasks, Supplies & Forms, each employee will have their own checklist to complete.

 

Classify employees based on roles or divisions using colored tags.

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As an HR representative, whenever you welcome a new employee to your team, add them to the Onboarding workflow & copy related items from Tasks, Supplies & Forms.

STEP #4

Click view details to quickly verify or click View Workflow to get a bird’s eye view of the overall onboarding process.

🀿

 

DEEP DIVE

You can manage viewing permissions through the β€œManage” page, allowing for you to control data privacy for all your team members. The metrics & fields you track for all your accounts are entirely up to you. Workflow accommodates various types, including:

  • Numbers (Quantity, Salary)

  • Dropdown selections (Type, Potential)

  • Checklists (tasks, documents)

  • Location (offices, etc.)

  • Link (Link to other workflows such as equipment, etc.)

  • Text (Descriptions, Contact Person)

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