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Employee Orientation With Automations

Human Resources

Employee Orientation With Automations

Employee Orientation With Automations

Run this workflow to get your new hires set up in their role.

1

Introduction:

2

Record employee details

3

Notify teams (Slack)

4

Identify required training materials

5

Set up workspace

6

Prepare shared office equipment

7

Guide around cafeteria & rec room

8

Assess parking requirements

9

Line Manager Approval:

10

Sources:

11

Related workflows:

Introduction:

This is an example template of how you can use Automations to streamline your Customer Onboarding processes.

Automations allow you to build custom workflows by passing data and triggering actions to and from other apps, making work faster and more consistent.

We designed this template to facilitate the complete onboarding process using Automations to reduce the workload for you, your team, and your client.

Each automation has its own set of actions and triggers, which you can learn about in these help articles:

Important: You'll need to ensure you have an account set up with these tools to enable automations.

Let's get started!

Record employee details

Employee Name

Job Title

Department

Notify teams (Slack)

Completing this task notifies the office of our new colleague
starting work today, via the Slack #general channel

Identify required training materials

1

Employee training manual (General)
2

Phone system manual
3

Health & Safety in the workplace manual
4

Other role specific manuals

Note the other role specific manuals required below

Set up workspace

1

Desk
2

Office chair
3

Filing cabinet
4

Stationery
5

Desktop computer
6

Extra monitors
7

Phone
8

Other

Note any other specific items required

Prepare shared office equipment

Instruction manuals can be found at each station

1

Printers
2

Copiers
3

Fax machine

Note if access is required to other resources not listed above

Guide around cafeteria & rec room

1

Cafeteria guide
2

Rec room guide

Note if you suffer from any allergies, or have special requirements

Assess parking requirements

Special parking access required?

Note details of request for special access

Designated parking space number

Line Manager Approval:

Identify required training materials

Will be submitted
Set up workspace

Will be submitted
Prepare shared office equipment

Will be submitted
Guide around cafeteria & rec room

Will be submitted
Assess parking requirements

Will be submitted

Sources:

Sources

Take control of your workflows today.

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