Explore our efficient Paperless Onboarding Process, streamlining new hire registrations, documentation, training, approvals, and final integrations.
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Register online account for new hire
2
Send email containing login details
3
New hire login into their account
4
Complete personal information form
5
Approval: HR for personal information
6
Complete job role information form
7
Approval: Department Head for job role information
8
Upload necessary employment documents
9
Approval: HR for employment documents
10
Provide online training materials
11
Complete online training
12
Approval: Training Manager for training completion
13
Accept company policies and guidelines
14
Approval: Legal for company policy acceptance
15
Issue digital employee badge
16
Schedule welcome meeting with team
17
Complete direct deposit setup
18
Approval: Finance for direct deposit setup
19
Issue company equipment
20
Finalize onboarding process
Register online account for new hire
In this task, you will be responsible for registering a new online account for the new hire. This account will serve as their portal for accessing company resources and completing necessary forms. The desired result is a successfully registered account that the new hire can use to log in and complete their onboarding process. To complete this task, you will need access to the new hire's personal information and an internet connection.
Send email containing login details
Congratulations on registering the new hire's online account! In this task, you will need to send an email containing their login details. This step is crucial as it provides the new hire with the necessary information to access their account. Ensure that the email is friendly and informative, including their username and password. Remember to refer to the previous form field for the new hire's email address using {{form_Email}}.
New hire login into their account
Now that the new hire has received their login details, they need to log in to their account. This step is essential for them to proceed with the onboarding process. Let them know that they can access their account using the username and password provided in the email. Ensure that they know where to go to log in and any additional instructions they might need, such as resetting their password if necessary.
Complete personal information form
In this task, the new hire will be required to complete a personal information form. This form collects important personal details that are necessary for HR records and compliance purposes. Encourage the new hire to provide accurate and complete information and let them know that all data will be kept confidential. Ensure that they have access to the form and any instructions they might need.
Approval: HR for personal information
Will be submitted for approval:
Complete personal information form
Will be submitted
Complete job role information form
To ensure a smooth onboarding process, the new hire needs to provide details about their job role. This information helps with setting up their work environment, assigning tasks, and providing appropriate training materials. The form should cover their job title, department, supervisor's name, and job responsibilities. Make sure they understand the importance of this form and encourage them to provide accurate information.
Approval: Department Head for job role information
Will be submitted for approval:
Complete job role information form
Will be submitted
Upload necessary employment documents
In this task, the new hire will need to upload necessary employment documents. These documents may include a copy of their resume, certifications, and any other relevant supporting documents. Provide clear instructions on how to upload the documents and any specific format requirements. Reassure them that all documents will be securely stored and handled.
Approval: HR for employment documents
Will be submitted for approval:
Upload necessary employment documents
Will be submitted
Provide online training materials
As part of the onboarding process, the new hire needs access to online training materials. These materials will help them familiarize themselves with company policies, procedures, and job-specific skills. Ensure that the new hire knows where to find the training materials and provide any necessary login credentials or access codes.
Complete online training
Now that the new hire has access to the online training materials, they need to complete the training modules. Completing this training is essential for their job readiness and compliance with company policies. Remind them of the importance of completing the training on time and let them know if there are any specific deadlines or assessments associated with the training.
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Module 1: Introduction
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Module 2: Policy and Procedures
3
Module 3: Job-specific Skills
4
Module 4: Assessments
Approval: Training Manager for training completion
Will be submitted for approval:
Complete online training
Will be submitted
Accept company policies and guidelines
To ensure compliance and alignment with company standards, the new hire needs to accept company policies and guidelines. This step confirms their understanding and agreement to adhere to these policies. Inform them about the purpose of these policies and guidelines and assure them that they can reach out to HR with any questions or clarifications.
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I accept all policies and guidelines
2
I have reviewed the policies and guidelines
Approval: Legal for company policy acceptance
Will be submitted for approval:
Accept company policies and guidelines
Will be submitted
Issue digital employee badge
In this task, you will be responsible for issuing a digital employee badge to the new hire. This badge serves as their identification within the company and grants them access to specific areas or systems. Ensure that they understand the importance of the badge and any instructions for its usage.
Schedule welcome meeting with team
To help the new hire feel welcome and introduce them to their team, a welcome meeting needs to be scheduled. In this task, you will be responsible for coordinating the meeting time and sending out the invitations. Encourage the new hire to prepare any questions they might have and let them know what to expect during the meeting.
Complete direct deposit setup
To ensure timely and accurate payment, the new hire needs to complete the direct deposit setup. This setup allows their salary to be directly deposited into their bank account. Provide clear instructions on how to complete the setup and any necessary forms or banking information they might need.
Approval: Finance for direct deposit setup
Will be submitted for approval:
Complete direct deposit setup
Will be submitted
Issue company equipment
In this task, the new hire will receive the necessary company equipment for their job role. This equipment may include a laptop, monitor, keyboard, mouse, or any other tools they might need. Make sure they understand the purpose of each equipment and any instructions for setup or troubleshooting.
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Laptop
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Monitor
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Keyboard
4
Mouse
Finalize onboarding process
Congratulations! You have reached the final task of the onboarding process. In this task, you will ensure that all previous tasks have been completed and address any outstanding issues or questions the new hire might have. This step wraps up the onboarding process and ensures that the new hire is ready to start their role with confidence.
