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Employee Onboarding (Sharepoint Integration)

Role assignments

Set Up Employee Workstation

Create Email Account

Create Employee Badge

Approval: HR Document Processing

Prepare Essential Office Supplies

Set Up Employee In Payroll System

Information to send to Sharepoint

Distribute Onboarding Package

Schedule Mandatory Training

Approval: Training Participation

Schedule Meeting with Team Leaders

Prepare Employee Welcome Kit

Introduction to Workplace Policies

Approval: Health and Safety Briefing

Role assignments

Select one of your colleagues from each of the members fields below to dynamically assign them to the tasks in this workflow run.

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IT Specialist

HR Coordinator

HR Manager

Office Manager

Payroll Specialist

Document Management Specialist

HR Assistant

Training Coordinator

Training Manager

Team Leader

HR Specialist

Health and Safety Officer

Set Up Employee Workstation

Prepare the employee's workstation to ensure they have everything they need to start working. This task includes setting up the computer, installing necessary software, and connecting peripheral devices.

Computer Type

1

Laptop
2

Desktop

Software Requirements

Peripheral Devices

1

Monitor
2

Keyboard
3

Mouse
4

Printer
5

Webcam

Create Email Account

Create an email account for the new employee to enable communication within the organization. A company email address will be provided to the employee for official correspondence.

First Name

Last Name

Employee Email

Create Employee Badge

Issue an employee badge to provide access to company premises and identify the employee within the organization. The badge contains necessary information such as name, employee ID, and a photo.

First Name

Last Name

Employee Photo

Approval: HR Document Processing

Set Up Employee Workstation
Will be submitted
Create Email Account
Will be submitted
Create Employee Badge
Will be submitted

Prepare Essential Office Supplies

Gather the essential office supplies required for the new employee. These supplies include stationary items, notebooks, writing instruments, and other necessary tools for daily work.

Stationary Items

1

Pens
2

Pencils
3

Highlighters
4

Sticky Notes
5

Paper Clips

Notebook Types

1

Plain
2

Lined
3

Grid
4

Dotted
5

Spiral

Other Necessary Tools

Set Up Employee In Payroll System

Add the new employee to the payroll system to process their salary and manage related financial matters. This task involves entering the employee's personal information, tax details, and payment preferences.

First Name

Last Name

Employee ID

Payment Method

1

Direct Deposit
2

Check
3

Cash

Information to send to Sharepoint

First Name

Last Name

Email Address

Distribute Onboarding Package

Provide the new employee with an onboarding package that contains important documents, policies, and resources. This package serves as a comprehensive guide for the employee's introduction to the company.

First Name

Last Name

Onboarding Package Documents

Schedule Mandatory Training

Schedule mandatory training sessions for the new employee to ensure they acquire the necessary skills and knowledge required for their role. These training sessions may cover company policies, job-specific training, or compliance training.

Training Name

Training Date

Training Venue

Approval: Training Participation

Schedule Mandatory Training
Will be submitted

Schedule Meeting with Team Leaders

Arrange a meeting between the new employee and their respective team leaders or managers. This meeting allows for introductions, discussions about work expectations, and clarifying any questions or concerns the employee may have.

First Name

Last Name

Team

1

Sales
2

Marketing
3

Operations
4

Finance
5

Human Resources

Meeting Date

Prepare Employee Welcome Kit

Create a welcome kit for the new employee that includes branded merchandise, company information, and useful resources. This kit serves to make the employee feel welcomed and provides them with necessary information about the company culture.

First Name

Last Name

Welcome Kit Items

1

T-shirt
2

Notebook
3

Pen
4

Company Brochure
5

Mug

Introduction to Workplace Policies

Introduce the new employee to the company's workplace policies to ensure they understand and comply with the rules and regulations. This task involves providing the employee with policy documents, explaining key points, and addressing any related queries.

First Name

Last Name

Policy Documents