Sales Employee Onboarding

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 ⬆️

⚡ You could automate this step by using an integration to pass data from your HR software into the fields below, for example Bamboo HR or Greenhouse. 

Forms to prepare and request

This task, or the fields within it, will show or remain hidden due to Conditional Logic rules that have been set up in this workflow.

Edit the workflow and ↖️click the Conditional Logic button ↖️ to view or edit the rules.

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

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, for example in the text widgets below. 

Welcome onboard {{form.Employee_First_Name}}!

We’re glad to have you here 🙂

We’ve assigned you to some tasks which you can work through this week and your supervisor {{form.Employee_supervisor.name}} will go through these with you at the end of the week. 

⚡️ Automatically notify your team that their new colleague has started work, by setting up a Slack integration. 

Edit the workflow to see the snippet form field you could use in a Slack integration. 

Your supervisor is {{form.Employee_supervisor.name}}

Optional: Upload your company organizational chart or embed it below

Here’s where to find the Sales team Workflows and Pages in Process Street, where we document all our internal processes.

Check your email to find invites to team meetings and check Slack for invites to all the channels you need to be part of. 

Watch the videos below to help you get familiar with our CRM, Salesforce. 

Your supervisor has shared a project with you to complete, check your email for details. 

We use Gong.io to record and review all calls with prospects and customers. Set aside some time to listen to some of your colleagues calls. 

Congratulations {{form.Employee_First_Name}}! 

It’s the end of your first week, let’s review how you’re getting on. 

Next month…

⚡ You could automate this step by using an integration with your preferred calendar app, such as Google Calendar or  Calendly, to automatically schedule the next meeting for you. 

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