{"id":25792,"date":"2021-03-11T11:27:09","date_gmt":"2021-03-11T11:27:09","guid":{"rendered":"https:\/\/www.process.st\/templates\/employee-onboarding-quick-start\/"},"modified":"2024-02-29T03:42:31","modified_gmt":"2024-02-29T03:42:31","slug":"employee-onboarding-quick-start","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employee-onboarding-quick-start\/","title":{"rendered":"Employee Onboarding Quick Start"},"content":{"rendered":"<section id=\"new-employee-details\">\n<h2> New Employee Details<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ttOfb48ZgJ7N2ADayDVFrA.png\" alt=\" New Employee Details\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ttOfb48ZgJ7N2ADayDVFrA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a> <strong>This is a task, one of the actionable steps in your workflow.&nbsp;<\/p>\n<p><\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2b06\ufe0f<\/a> <strong>When you edit a workflow, you can<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>assign tasks<\/strong><\/a><strong> to other users, give them a<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>deadline<\/strong><\/a><strong> to be completed by,<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>pause<\/strong><\/a><strong> the workflow run at this point, or change who can see this task by adjusting the<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>permission<\/strong><\/a><strong> settings<\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\"> \u2b06\ufe0f<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\" style=\"text-align: left;\"><strong>To kick off the employee onboarding,&nbsp;prepare the relevant paperwork and information&nbsp;prior to the employee's first day. <\/strong><\/p>\n<p><strong>Start by&nbsp;recording&nbsp;the employee's&nbsp;basic information&nbsp;in the&nbsp;form fields below:<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee First Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Last Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phone Number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Start Date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Job Title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Department <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"digital-setup\">\n<h2> Digital Set-up<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong>Digital Set-up<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work email address created\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Access to Intranet and other required tools\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Invited to Process Street\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Other\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Note any other items that need to be set up <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"your-first-day\">\n<h2> Your First Day<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This task uses<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>variables<\/strong><\/a><strong> to surface information collected in<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>form fields<\/strong><\/a><strong> in your workflow, so that they can be viewed or used elsewhere in your workflow.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\" style=\"text-align: left;\"><strong>Welcome to the team {{form.Employee_First_Name}}!<\/strong><\/p>\n<p class=\"style-success\" style=\"text-align: left;\">The goal of this workflow run is to get you up-and-running quickly in your new role. <\/p>\n<p>Your onboarding mentor has been assigned below, they are the best resource to contact if you have any questions.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Your First Day<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Tour of the company\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Schedule training sessions\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"first-week-checkin\">\n<h2>\u2714\ufe0f First Week Check-In<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>First Week Check-In<\/strong><\/p>\n<p class=\"style-success\">How has your first week been?<br \/>Any difficulties or feedback that we can assist with?<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> First Week Feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"first-month-checkin\">\n<h2> First Month Check-In<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>First Month Check-In<\/strong><\/p>\n<p class=\"style-success\">How has your first month been?<br \/>Any difficulties or feedback that we can assist with?<br \/>How can we improve this onboarding to make it better for our next new hire?<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> First Month Feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong><a href=\"https:\/\/emojipedia.org\/information\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2139\ufe0f<\/a> Need support getting your processes set up? 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