This is a task, one of the actionable steps in your workflow.
⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️
The fields above are members form fields. When you run this workflow you can select which person will be assigned to the tasks via role assignment.
The field below is used to trigger Conditional Logic. A rule has been set up to show the email widget below once the workflow has been run.
Edit the workflow and ↖️click the Conditional Logic button ↖️ to view or edit the rules.
Create an employment file with all the required paperwork for the employee to complete on his/her first day of employment.
See the file checklist below of basic forms that should be completed by the employee.
Identify equipment, keys, passwords, etc. that will be required for use by the employee. Save passwords to Google Docs.
Arrange to have all of these available and functional upon employee’s arrival on their first day of employment. Ensure that workspace is clean, functional and has a welcoming appearance.
Review HR Policies before sending to employee.
Prepare an orientation schedule for the employee. This should begin with a list of people the employee is scheduled to meet with as well as the time and location of the meeting.
Save a copy of the final schedule with the file form field below.
Include a list of all of the employees in the company that they will need to interact with, their titles, and contact information. If possible, you should plan to escort the employee to the first meeting with each person on the orientation schedule to make a formal introduction.
If this is a bit much, take a look at the schedule example below.
Put a reminder in Google Calendar to call each person you want to include as part of the Orientation. Confirm a time they will be available.
⚡️ You could automate this task so that a message is automatically sent to a Slack channel of your choosing, with our native Slack integration.
Edit this workflow ↗ to see the snippet form field you could use for this type of integration.
⚡️ You could automate this task so that a message is automatically sent to a Slack channel of your choosing, with our native Slack integration.
Edit this workflow ↗ to see the snippet form field you could use for this type of integration.
Make sure that the new hire is settling in well and has no issues with getting started. Note any problems that need solving and which team members they’ve had a 1:1 with so far using the form field and subtask list below.
⚡️ You could automate the review workflows in this and the next three tasks to be run via a Process Street automation, at the point each task is completed.
A “7 Day Review” workflow will have been automatically run and the link posted in the form field below. Complete this workflow to perform the review, then complete this task.
A “30 Day Review” workflow will have been automatically run and the link posted in the form field below. Complete this workflow to perform the review, then complete this task.
A “60 Day Review” workflow will have been automatically run and the link posted in the form field below. Complete this workflow to perform the review, then complete this task.
A “90 Day Review” workflow will have been automatically run and the link posted in the form field below. Complete this workflow to perform the review, then complete this task.
ℹ️ Need support getting your processes set up? Click the help button ↘️ or book a time to talk with one of our Process Pros.
