{"id":26301,"date":"2021-06-07T10:38:42","date_gmt":"2021-06-07T10:38:42","guid":{"rendered":"https:\/\/www.process.st\/templates\/employee-onboarding-with-automations\/"},"modified":"2024-03-15T13:55:12","modified_gmt":"2024-03-15T13:55:12","slug":"employee-onboarding-with-automations","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employee-onboarding-with-automations\/","title":{"rendered":"Employee Onboarding With Automations"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/b6197b0e-d40d-425c-a764-da5948a16328\/okVZ63tlujx5WymSvrhL-A.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/b6197b0e-d40d-425c-a764-da5948a16328\/okVZ63tlujx5WymSvrhL-A.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>This is an <strong>example workflow<\/strong> of how you can use Automations to streamline your Employee Onboarding processes. <strong>Completing this workflow will trigger the Employee Orientation with Automations workflow.<\/strong><\/p>\n  <p class=\"style-success\">Automations allow you to <strong>build custom workflows by passing data and triggering actions to and from other apps<\/strong>, making work faster and more consistent.<\/p>\n  <p>We designed this template to facilitate the complete onboarding process <strong>using A<\/strong><strong>utomations to reduce the workload<\/strong> for you, your team, and your client.<\/p>\n  <p>Each automation has its own set of actions and triggers, which you can learn about in these help articles:<\/p>\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesforce<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/docusign\/\" rel=\"nofollow noopener\" target=\"_blank\">DocuSign<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/jira\/\" rel=\"nofollow noopener\" target=\"_blank\">Jira<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/slack\/\" rel=\"nofollow noopener\" target=\"_blank\">Slack<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/google-sheets\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Sheets<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/process-street\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a><\/li>\n  <\/ul>\n  <p class=\"style-danger\"><strong>Important:<\/strong> You'll need to ensure you have an account set up with these tools to enable Automations.<\/p>\n  <p>Let's get started! \ud83d\ude80<\/p>\n <\/div>\n<\/section>\n<section id=\"record-new-employee-details\">\n <h2>Record new employee details<\/h2>\n <div class=\"text-content\">\n  <p>To kick off the employee onboarding workflow, you need to gather&nbsp;information the employee's information. Start by <strong>recording<\/strong>&nbsp;the employee's&nbsp;<strong>basic information<\/strong>&nbsp;in the<strong>&nbsp;form fields<\/strong>&nbsp;below.<\/p>\n  <p class=\"style-success\"><strong>With Automations enabled<\/strong> <strong>the information you enter here will pull through<\/strong> <strong>to the employee orientation workflow<\/strong>.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Personal Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Phone Number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Job Title <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <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  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Administration\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Human Resources\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Finance\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"prepare-paperwork\">\n <h2>Prepare paperwork<\/h2>\n <div class=\"text-content\">\n  <p><strong>Next, prepare the relevant paperwork<\/strong>.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     W-4\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I-9\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Insurance forms\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Direct deposit forms\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Non-disclosure agreement\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> W-4 <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> I-9 <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Insurance <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Direct Deposit <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> NDA <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"prepare-for-digital-setup\">\n <h2>Prepare for digital set-up<\/h2>\n <div class=\"text-content\">\n  <p>It is important to&nbsp;<strong>prepare the necessary tools<\/strong>&nbsp;and ensure your new hire will be able to access them.&nbsp;<strong>Fill in (or add to)<\/strong>&nbsp;the&nbsp;<strong>form fields<\/strong>&nbsp;below as necessary.<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Work email address created\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Send Slack invite\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Send Zoom invite\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Send Process Street invite\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee company email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-for-approval\">\n <h2>Send for approval:<\/h2>\n <div class=\"text-content\">\n  <p>Using the Members form field below,&nbsp;<strong>assign the individual who will <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approve<\/a> the employee's paperwork.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"approval\">\n <h2>Approval:<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Record new employee details<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Prepare paperwork<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Prepare for digital set-up<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"run-employee-orientation-workflow\">\n <h2>Run employee orientation workflow<\/h2>\n <div class=\"text-content\">\n  <p>Next, you'll need to run the orientation checklist to help the new employee get familiar with the office and to meet the rest of the team.<\/p>\n  <p class=\"style-success\"><strong>Completing this workflow run kicks off the Employee Orientation With Automations workflow.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <h4 style=\"text-align: center;\">Sources<\/h4>\n  <hr>\n  <ul>\n   <li><a href=\"http:\/\/www.applicantpro.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Applicant PRO<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/www.applicantpro.com\/products\/onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/pub\/carter-mcnamara-mba-phd\/10\/537\/978\" rel=\"nofollow noopener\" target=\"_blank\">Carter McNamara<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/managementhelp.org\/supervision\/roles.htm#anchor234351\" rel=\"nofollow noopener\" target=\"_blank\">Roles and Responsibilities of a Supervisor<\/a><\/li>\n   <li><a href=\"http:\/\/www.expertsupervisor.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Expert Supervisor&nbsp;<\/a>-&nbsp;<a href=\"http:\/\/www.expertsupervisor.com\/article.aspx?ID=pub_OrientingNew&amp;scope=pub\" rel=\"nofollow noopener\" target=\"_blank\">New Employee Orientation Checklist<\/a><\/li>\n   <li><a href=\"http:\/\/commongoodcareers.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Commongood Careers<\/a>&nbsp;-<a href=\"http:\/\/commongoodcareers.org\/articles\/detail\/best-practices-for-employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;Best Practices&nbsp;for Employee Onboarding<\/a><\/li>\n   <li><a href=\"http:\/\/idealistcareers.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Idealist Careers<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/idealistcareers.org\/closing-the-deal-salary-and-benefits-negotiation\/\" rel=\"nofollow noopener\" target=\"_blank\">Closing&nbsp;the Deal: Salary And Benefits Negotiation<\/a><\/li>\n   <li><a href=\"http:\/\/www.miningman.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Mining Man<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/www.miningman.com\/Blog\/January-2010\/How-to-Welcome-a-New-Employee-to-the-Team\" rel=\"nofollow noopener\" target=\"_blank\">How to Welcome a New Employee to the Team<\/a><\/li>\n   <li><a href=\"http:\/\/hrweb.berkeley.edu\/\" rel=\"nofollow noopener\" target=\"_blank\">Berkley HR<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/hrweb.berkeley.edu\/guides\/managing-hr\/managing-successfully\/performance-management\/planning\/expectations\" rel=\"nofollow noopener\" target=\"_blank\">Performance Expectations = Results + Actions &amp; Behaviors<\/a><\/li>\n   <li><a href=\"http:\/\/www.hrpulse.co.za\/component\/contact\/contact\/11-uncategorised\/11\" rel=\"nofollow noopener\" target=\"_blank\">HR Pulse News Desk<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/www.hrpulse.co.za\/recruitment1\/induction\/229077-why-is-induction-so-important\" rel=\"nofollow noopener\" target=\"_blank\">Why is induction so important<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/SusanHeathfield\" rel=\"nofollow noopener\" target=\"_blank\">Susan Heathfield<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/humanresources.about.com\/od\/glossarym\/g\/mentoring.htm\" rel=\"nofollow noopener\" target=\"_blank\">Use Mentoring to Develop Employees<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-workflows\">\n <h2>Related workflows:<\/h2>\n <div class=\"text-content\">\n  <h4 style=\"text-align: center;\">Related Workflows<\/h4>\n  <hr>\n  <ul>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/employee-orientation-with-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Orientation With Automations&nbsp;<\/a><\/p><\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/report-technical-issue-with-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Report Technical Issue With Automations<\/a><\/p><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-background-check\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Background Check<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-relations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Relations<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/job-description-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Job Description Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/performance-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Management<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/performance-review-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Review Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/restaurant-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Restaurant Employee Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/salesperson-onboarding-checklist-for-startups\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesperson Onboarding Checklist for Startups<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/developer-onboarding-checklist-for-startups\/\" rel=\"nofollow noopener\" target=\"_blank\">Developer Onboarding Checklist for Startups<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/retail-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Retail Employee Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This is an example workflow of how you can use Automations to streamline your Employee Onboarding processes. Completing this workflow will trigger the Employee Orientation with Automations workflow. Automations allow you to build custom workflows by passing data and triggering actions to and from other apps, making work faster and more consistent. We designed [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":26302,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udc64","cover_icon_url":"","tasks_count":"9","template_description":"Run this workflow for each new person joining the team. 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