{"id":28517,"date":"2022-04-20T19:38:46","date_gmt":"2022-04-20T19:38:46","guid":{"rendered":"https:\/\/www.process.st\/templates\/the-tiny-hr-teams-guide-to-employee-onboarding\/"},"modified":"2024-03-05T13:29:20","modified_gmt":"2024-03-05T13:29:20","slug":"the-tiny-hr-teams-guide-to-employee-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/the-tiny-hr-teams-guide-to-employee-onboarding\/","title":{"rendered":"Employee Onboarding by Tiny HR"},"content":{"rendered":"<section id=\"after-offer-is-signed\">\n<h2>After Offer is Signed:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pmYxpj9u1MzucfBk-s1F3A.png\" alt=\"After Offer is Signed:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pmYxpj9u1MzucfBk-s1F3A.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the following format when naming this workflow:<\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><strong>Last Name | First Name | Job Title | Start Date<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-employee-contact-details\">\n<h2>Enter employee contact details<\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Preferred 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> Preferred pronouns <\/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> 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> Middle 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> 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> Home address <\/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> City <\/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> State <\/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> Zip <\/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=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Any extra Information? <\/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=\"enter-employment-details\">\n<h2>Enter employment details<\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Status <\/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<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Type of Staff <\/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<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Full or Part-time? <\/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<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Select 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<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will the employee be billing through their own name or a company name? <\/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<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Billing company's 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> Base salary <\/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> Variable salary (commissions or bonus) <\/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> How often is this variable paid out? <\/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> Signed offer 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> Options <\/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> Options multiplier used <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Any options notes? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Signed offer document <\/label> <\/p>\n<div class=\"file-container\"> <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<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"add-first-payment-details\">\n<h2>Add first payment details<\/h2>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\"><span style=\"color: #007db6;\">Let's calculate their first payment<\/span><\/h5>\n<hr>\n<p><strong>Start date: {{form.Start_Date}}<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Mid-month start? <\/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<div class=\"text-content\">\n<p><strong>Annual Base Salary: {{form.Base_Salary}}<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>2022 Workdays by month:<\/p>\n<ul>\n<li>21 = April, July, October<\/li>\n<li>22 = May, June, September, November, December<\/li>\n<li>23 = March, August<\/li>\n<\/ul><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Work days their first month <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Signed Offer Document (Copy) <\/label> <\/p>\n<div class=\"file-container\"> <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<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-welcome-email\">\n<h2>Send welcome email<\/h2>\n<\/section>\n<section id=\"send-welcome-email-contractor\">\n<h2>Send welcome email (contractor)<\/h2>\n<\/section>\n<section id=\"send-outsourced-email\">\n<h2>Send outsourced email<\/h2>\n<\/section>\n<section id=\"important-paperwork\">\n<h2>Important Paperwork:<\/h2>\n<\/section>\n<section id=\"verify-payment-information\">\n<h2>Verify payment information<\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Name on account <\/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> Name of bank <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Bank address <\/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=\"create-company-email\">\n<h2>Create company email<\/h2>\n<div class=\"text-content\">\n<p><strong>First name:<\/strong> {{form.First_Name}}<\/p>\n<p><strong>Last name:<\/strong> {{form.Last_Name}}<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Privnote link for gmail log-in info <\/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-danger\">ADD TO RELEVANT MAILING LISTS<\/p>\n<p>Company-wide<\/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      1\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      2\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      3\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Customer Success<\/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      1\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      2\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      3\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Engineering<\/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      1\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      2\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      3\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Marketing<\/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      1\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      2\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      3\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>People<\/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      1\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      2\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      3\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Product<\/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      1\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      2\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      3\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"send-second-welcome-email\">\n<h2>Send second welcome email<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">Using variables, you can add a link to a welcome workflow that the new employee can start right from their email inbox.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-relevant-tax-forms\">\n<h2>Send relevant tax forms<\/h2>\n<div class=\"text-content\">\n<ol>\n<li style=\"text-align: left;\">Log in to DocuSign.<a href=\"https:\/\/app.hellosign.com\/home\/createReusableDocs\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li style=\"text-align: left;\">Send the appropriate tax forms<\/li>\n<\/ol><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Forms sent <\/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=\"collect-employees-identifying-documents\">\n<h2>Collect employee's identifying documents<\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Gender <\/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> Race <\/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> Birthdate <\/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=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Emergency Contact <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Document 1 <\/label> <\/p>\n<div class=\"file-container\"> <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<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Document 2 <\/label> <\/p>\n<div class=\"file-container\"> <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<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Document 3 <\/label> <\/p>\n<div class=\"file-container\"> <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<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"request-background-check\">\n<h2>Request background check<\/h2>\n<div class=\"text-content\">\n<h4><a href=\"https:\/\/identity.checkr.com\/login?state=hKFo2SBoYzAtVEE2N1RyMXJpNHppNkFnMkFUV2Z4bzJPSGcwYqFupWxvZ2luo3RpZNkgcXNjVmhKSE5NRnBkX2ZpNkNGalFzbU12VThCeVFjYTmjY2lk2SBDcE4xR0lOOEFnUjJBMXRGMjVhMzRoYkh2cUtEVG1pTw&amp;client=CpN1GIN8AgR2A1tF25a34hbHvqKDTmiO&amp;protocol=oauth2&amp;response_type=token&amp;redirect_uri=https%3A%2F%2Fdashboard.checkr.com%2Flogin&amp;scope=openid&amp;audience=https%3A%2F%2Fapi.checkr.com&amp;nonce=1632936823520&amp;auth0Client=eyJuYW1lIjoiYW5ndWxhci1hdXRoMCIsInZlcnNpb24iOiIzLjAuNiIsImVudiI6eyJhdXRoMC1qcyI6IjkuMTYuMiIsImF1dGgwLmpzIjoiOS4xNi4yIn19&amp;tenant=identity\" rel=\"nofollow noopener\" target=\"_blank\">Checkr&nbsp;<\/a><\/h4>\n<p>Select Premium Criminal from the dropdown<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: left;\">Name: {{form.First_Name}} {{form.Last_Name}}<\/p>\n<p>Email: {{form.Personal_Email}}<\/p>\n<p>State: {{form.State}}<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Completed background check <\/label> <\/p>\n<div class=\"file-container\"> <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<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"before-the-first-day\">\n<h2>Before the first day:<\/h2>\n<\/section>\n<section id=\"add-to-company-tools\">\n<h2>Add to company tools<\/h2>\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      Slack\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      Calendly\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      Zoom\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      Loom\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Ensure the employee is also using:<\/p>\n<ul>\n<li>Password manager<\/li>\n<li>Authenticator app<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"schedule-welcome-calls\">\n<h2>Schedule welcome calls<\/h2>\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      CEO\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      Department VP\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      Team lead\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      Team members\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"draft-welcome-message-for-announcements\">\n<h2>Draft welcome message for #announcements<\/h2>\n<div class=\"text-content\">\n<p>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.<\/p>\n<p>It's nice to include:<\/p>\n<ul>\n<li>Name<\/li>\n<li>Role title<\/li>\n<li>City\/Country&nbsp;<\/li>\n<li>Previous Company<\/li>\n<li>LinkedIn profile link<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Type your announcement here <\/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=\"on-first-day\">\n<h2>On First Day:<\/h2>\n<\/section>\n<section id=\"post-welcome-in-slack-channel\">\n<h2>Post welcome in Slack channel<\/h2>\n<div class=\"text-content\">\n<p>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:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>{{form.Type_your_announcement_here}}<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-personal-welcome-via-dm-hr\">\n<h2>Send personal welcome via DM (HR)<\/h2>\n<div class=\"text-content\">\n<p>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.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-personal-welcome-via-dm-team-lead\">\n<h2>Send personal welcome via DM (Team Lead)<\/h2>\n<div class=\"text-content\">\n<p>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.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-personal-welcome-via-dm-vp\">\n<h2>Send personal welcome via DM (VP)<\/h2>\n<div class=\"text-content\">\n<p>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.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-personal-welcome-via-dm-ceo\">\n<h2>Send personal welcome via DM (CEO)<\/h2>\n<div class=\"text-content\">\n<p>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.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"followup\">\n<h2>Follow-up:<\/h2>\n<\/section>\n<section id=\"send-60day-onboarding-survey\">\n<h2>Send 60-day onboarding survey<\/h2>\n<div class=\"text-content\">\n<p>Hey {{form.First_Name}}! I\u2019m reaching out because you've been at this fab organization for about 60-90 days!&nbsp; As part of our efforts to evolve and focus on employee onboarding (both internally and for commercial\/strategic reasons), we have recently introduced a \u201860 Day Onboarding Survey\u2019 to gather intel on your experience thus far. This feedback loop is vital to us in many ways, but mostly so we can:<\/p>\n<ul>\n<li>a) <em>internally<\/em>: course-correct if things are going sideways, double down on what\u2019s working, and improve the way we integrate new team members; and<\/li>\n<li>b) <em>externally<\/em>: provide solutions and thought leadership for our customers and other external audiences.<\/li>\n<\/ul>\n<p>So, with that context, <strong>if you could carve out some time this week (about 30 minutes) to <a href=\"https:\/\/h2x7r87fjja.typeform.com\/processst60days\" rel=\"nofollow noopener\" target=\"_blank\">complete the survey<\/a> that\u2019d be awesome!<\/strong><\/p>\n<p><span style=\"text-decoration: underline;\">FYI:<\/span> This survey is not anonymous. We ask for your name, department, and how long you\u2019ve been here because this allows us to address our areas of strength and opportunity more directly. If you don\u2019t 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.<\/p>\n<p>Thanks in advance for any and all energy you put into this and please reach out with any questions!&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"additional-resources\">\n<h2>Additional Resources:<\/h2>\n<div class=\"text-content\">\n<h5>Additional Resources<\/h5>\n<ul>\n<li>\n<p><a href=\"https:\/\/www.process.st\/new-employee-onboarding-process\/\" rel=\"nofollow noopener\" target=\"_blank\">6 Checklists to Perfect Your New Employee Onboarding Process<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/employee-onboarding-process\/\" rel=\"nofollow noopener\" target=\"_blank\">We Need to Talk About Your Employee Onboarding Process (&amp; How to Fix It)<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/onboarding-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Why Google\u2019s Onboarding Process Works 25% Better Than Everyone Else\u2019s<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/employee-orientation-vs-employee-onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Orientation vs. Employee Onboarding: The Secret to New Hire Success<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Reduce New Hire Churn With This Employee Onboarding Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/employee-onboarding-process-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Complete Guide to Automating Your Employee Onboarding Process with Process Street<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/onboarding-workflow\/\" rel=\"nofollow noopener\" target=\"_blank\">Level Up Your Employee Onboarding Workflows With These Modern Process Management Strategies<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/retail-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Retail Employee Onboarding Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/remote-onboarding-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Remote Onboarding Process: Our Top Tricks and Tips to Get It Right<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/onboarding-best-practices\/\" rel=\"nofollow noopener\" target=\"_blank\">Improve Employee Retention by 82% With These 16 Onboarding Best Practices<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Onboarding Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/onboarding-checklist-template-word\/\" rel=\"nofollow noopener\" target=\"_blank\">Why MS Word Onboarding Checklists Are Killing Your Employee Retention<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/onboarding-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Optimize Your Onboarding Process With Workflow Automation (+ Free Template!)<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/restaurant-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Restaurant Employee Onboarding Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-with-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding With Automations<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/new-employee-onboarding-checklist-template-excel\/\" rel=\"nofollow noopener\" target=\"_blank\">Why Excel Checklists Are Destroying Your New Employee Onboarding<\/a><\/p>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>After Offer is Signed: Use the following format when naming this workflow: Last Name | First Name | Job Title | Start Date Enter employee contact details Preferred name Preferred pronouns First name Middle name Last name Home address City State Zip Phone number Any extra Information? 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