New Employee Details

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 ⬆️

To kick off the employee onboarding, prepare the relevant paperwork and information prior to the employee's first day.

Start by recording the employee's basic information in the form fields below:

Digital Set-up

Digital Set-up

  • 1
    Work email address created
  • 2
    Access to Intranet and other required tools
  • 3
    Invited to Process Street
  • 4
    Other

Your First Day

This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow. 

Welcome to the team {{form.Employee_First_Name}}!

The goal of this workflow run is to get you up-and-running quickly in your new role.

Your onboarding mentor has been assigned below, they are the best resource to contact if you have any questions.

Your First Day

  • 1
    Tour of the company
  • 2
    Schedule training sessions

✔️ First Week Check-In

First Week Check-In

How has your first week been?
Any difficulties or feedback that we can assist with?

First Month Check-In

First Month Check-In

How has your first month been?
Any difficulties or feedback that we can assist with?
How can we improve this onboarding to make it better for our next new hire?

ℹ️ Need support getting your processes set up? Click the help button ↘️ or book a time to talk with one of our Process Pros.

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