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Employee Onboarding
Employee Onboarding
This workflow example helps you onboard new hires efficiently.
1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations

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1
Assign team members
2
Enter new hire's details
3
Create employee file
4
Check new hire's details
5
Prepare for employee's first day
6
Schedule orientation for employee
7
Notify team
8
Set up employee on payroll
9
Check-ins:
10
Check in within their first two days
11
Perform a 7 day review
12
Perform a 30 day review
13
Perform a 60 day review
14
Perform a 90 day review

Assign team members

 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

Enter new hire’s details




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 employee file

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.

Check new hire’s details

Will be submitted for approval:

  • Create employee file

    Will be submitted

  • Enter new hire’s details

    Will be submitted

Prepare for employee’s first day

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.

Schedule orientation for 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.

Notify team

⚡️ 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. 

Set up employee on payroll

⚡️ 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. 

Check-ins:

 This is a heading, used to separate tasks into sections in your workflow.

Check in within their first two days

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.

  • 1

    HR manager
  • 2

    The new hire’s manager
  • 3

    The new hire’s teammates
  • 4

    Other useful figures (note below)

Perform a 7 day review

⚡️ 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.

Perform a 30 day review

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.

Perform a 60 day review

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.

Perform a 90 day review

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.

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