Employee Onboarding by Tiny HR

Use the following format when naming this workflow:

Last Name | First Name | Job Title | Start Date

Let’s calculate their first payment

Start date: {{form.Start_Date}}

Annual Base Salary: {{form.Base_Salary}}

2022 Workdays by month:

• 21 = April, July, October
• 22 = May, June, September, November, December
• 23 = March, August

First name: {{form.First_Name}}

Last name: {{form.Last_Name}}

ADD TO RELEVANT MAILING LISTS

Company-wide

Customer Success

Engineering

Marketing

People

Product

Using variables, you can add a link to a welcome workflow that the new employee can start right from their email inbox.

1. Log in to DocuSign.
2. Send the appropriate tax forms

Checkr 

Select Premium Criminal from the dropdown

Name: {{form.First_Name}} {{form.Last_Name}}

Email: {{form.Personal_Email}}

State: {{form.State}}

Ensure the employee is also using:

• Password manager
• Authenticator app

Automate your new hire’s welcome in the relevant Slack channel on their first day. Please put together a draft message to copy/paste into Slack.

It’s nice to include:

• Name
• Role title
• City/Country 
• Previous Company
• LinkedIn profile link

You can set a trigger – either through the Slack App, Process Street Automations, or Zapier integrations – to automatically post the following message to Slack when this task is completed:

{{form.Type_your_announcement_here}}

The first day can be an overwhelming blur of nerves, names, and information. A personalized greeting can make all the difference in helping your new hire feel more comfortable.

The first day can be an overwhelming blur of nerves, names, and information. A personalized greeting can make all the difference in helping your new hire feel more comfortable.

The first day can be an overwhelming blur of nerves, names, and information. A personalized greeting can make all the difference in helping your new hire feel more comfortable.

The first day can be an overwhelming blur of nerves, names, and information. A personalized greeting can make all the difference in helping your new hire feel more comfortable.

Hey {{form.First_Name}}! I’m reaching out because you’ve been at this fab organization for about 60-90 days!  As part of our efforts to evolve and focus on employee onboarding (both internally and for commercial/strategic reasons), we have recently introduced a ‘60 Day Onboarding Survey’ to gather intel on your experience thus far. This feedback loop is vital to us in many ways, but mostly so we can:

• a) internally: course-correct if things are going sideways, double down on what’s working, and improve the way we integrate new team members; and
• b) externally: provide solutions and thought leadership for our customers and other external audiences.

So, with that context, if you could carve out some time this week (about 30 minutes) to complete the survey that’d be awesome!

FYI: This survey is not anonymous. We ask for your name, department, and how long you’ve been here because this allows us to address our areas of strength and opportunity more directly. If you don’t feel comfortable sharing answers without anonymity, no worries! You’ll be able to participate in our more general and anonymous engagement surveys for those here longer than 90 days in the coming quarters. The People Team will share the results with care, discretion, and in confidence with relevant company leaders.

Thanks in advance for any and all energy you put into this and please reach out with any questions! 

Additional Resources

• 6 Checklists to Perfect Your New Employee Onboarding Process

• Employee Onboarding Checklist

• We Need to Talk About Your Employee Onboarding Process (& How to Fix It)

• Why Google’s Onboarding Process Works 25% Better Than Everyone Else’s

• Employee Orientation vs. Employee Onboarding: The Secret to New Hire Success

• Employee Onboarding Template

• Reduce New Hire Churn With This Employee Onboarding Checklist

• Complete Guide to Automating Your Employee Onboarding Process with Process Street

• Level Up Your Employee Onboarding Workflows With These Modern Process Management Strategies

• Retail Employee Onboarding Checklist

• Remote Onboarding Process: Our Top Tricks and Tips to Get It Right

• Improve Employee Retention by 82% With These 16 Onboarding Best Practices

• Call Center Onboarding Checklist

• Why MS Word Onboarding Checklists Are Killing Your Employee Retention

• Optimize Your Onboarding Process With Workflow Automation (+ Free Template!)

• Restaurant Employee Onboarding Checklist

• Employee Onboarding With Automations

• Why Excel Checklists Are Destroying Your New Employee Onboarding