{"id":35239,"date":"2023-12-17T05:11:04","date_gmt":"2023-12-17T05:11:04","guid":{"rendered":"https:\/\/www.process.st\/templates\/automated-onboarding-process\/"},"modified":"2024-03-05T15:56:16","modified_gmt":"2024-03-05T15:56:16","slug":"automated-onboarding-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/automated-onboarding-process\/","title":{"rendered":"Automated Onboarding Process"},"content":{"rendered":"\n<section id=\"invite-new-employee-to-relevant-mailing-lists\"> \n <h2>Invite new employee to relevant mailing lists<\/h2>\n <div class=\"text-content\">\n   Send an email invitation to the new employee to join relevant mailing lists. This will ensure they are included in important company communications and can stay updated with relevant information. The desired result is for the new employee to successfully join all necessary mailing lists. \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"create-a-company-email-account-for-new-employee\"> \n <h2>Create a company email account for new employee<\/h2>\n <div class=\"text-content\">\n   Create a company email account for the new employee. This will provide them with an official email address to communicate with clients, colleagues, and other stakeholders. The desired result is for the new employee to have a functional email account. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> First name <\/label> \n   <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\"> <label> Last name <\/label> \n   <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\"> <label> Personal email address <\/label> \n   <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\"> <label> Preferred username <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"assign-new-employee-to-a-mentor\"> \n <h2>Assign new employee to a mentor<\/h2>\n <div class=\"text-content\">\n   Assign a mentor to the new employee. The mentor will guide and support the new employee during their onboarding process, helping them navigate the company culture, processes, and expectations. The desired result is for the new employee to have a mentor assigned. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Mentor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"send-out-introductory-email-to-team\"> \n <h2>Send out introductory email to team<\/h2>\n <div class=\"text-content\">\n   Send a friendly email introducing the new employee to the rest of the team. This will help create a welcoming atmosphere and foster positive relationships from the start. The desired result is for the new employee to be introduced to the team effectively. \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> New employee's name <\/label> \n   <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\"> <label> New employee's role <\/label> \n   <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\"> <label> New employee's department <\/label> \n   <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\"> <label> New employee's start date <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-new-employee-with-necessary-software-licenses\"> \n <h2>Provide new employee with necessary software licenses<\/h2>\n <div class=\"text-content\">\n   Provision the new employee with the necessary software licenses required for their role. This will enable them to access and effectively use the tools and applications essential to their job responsibilities. The desired result is for the new employee to have the required software licenses. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Software licenses needed <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/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      Microsoft Office \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      Adobe Creative Suite \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      Salesforce \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      Google Workspace \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      Other \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"assign-new-employee-a-workspace\"> \n <h2>Assign new employee a workspace<\/h2>\n <div class=\"text-content\">\n   Assign the new employee a workspace within the office premises. This will provide them with a designated area to work and settle into their new role. The desired result is for the new employee to have a designated workspace. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Workspace location <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"send-out-office-access-card\"> \n <h2>Send out office access card<\/h2>\n <div class=\"text-content\">\n   Issue an office access card to the new employee. This will grant them physical access to the office and its facilities. The desired result is for the new employee to receive their office access card. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Security team contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"set-up-an-initial-meeting-with-hr-for-orientation\"> \n <h2>Set up an initial meeting with HR for orientation<\/h2>\n <div class=\"text-content\">\n   Schedule an initial meeting between the new employee and the HR team for orientation purposes. This meeting will provide the new employee with essential information about company policies, benefits, and procedures. The desired result is for the new employee to have an orientation meeting scheduled. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> HR representative <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-introductory-company-training\"> \n <h2>Provide introductory company training<\/h2>\n <div class=\"text-content\">\n   Arrange introductory training sessions for the new employee. These sessions will introduce them to the company's mission, values, culture, and overall operations. The desired result is for the new employee to have attended the introductory company training. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Training session <\/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      Virtual \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      In-person \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Training date <\/label> \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  <\/div> \n <\/div> \n<\/section> \n<section id=\"ensure-new-employee-has-setup-all-software\"> \n <h2>Ensure new employee has set-up all software<\/h2>\n <div class=\"text-content\">\n   Ensure that the new employee has successfully set up all the required software on their work device. This will ensure they have the necessary tools to perform their job effectively. The desired result is for the new employee to have all the required software set up. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Software setup status <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/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      Completed \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      Pending \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-hr-on-orientation-completion\"> \n <h2>Approval: HR on orientation completion<\/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\"> <span class=\"title\">Provide introductory company training<\/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=\"introduce-new-employee-to-team-members\"> \n <h2>Introduce new employee to team members<\/h2>\n <div class=\"text-content\">\n   Arrange introductions between the new employee and key team members. This will help the new employee establish connections, build relationships, and understand their role within the team. The desired result is for the new employee to have been introduced to key team members. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Team members <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"allocation-of-initial-work-tasks\"> \n <h2>Allocation of initial work tasks<\/h2>\n <div class=\"text-content\">\n   Allocate initial work tasks to the new employee. These tasks should be manageable and focused on helping the new employee acclimatize to their role and responsibilities. The desired result is for the new employee to be assigned initial work tasks. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Initial work tasks <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"ensure-new-employee-has-all-necessary-equipment\"> \n <h2>Ensure new employee has all necessary equipment<\/h2>\n <div class=\"text-content\">\n   Ensure that the new employee has all the necessary equipment and tools required to perform their job effectively. This includes items such as a computer, monitor, keyboard, and any other specialized equipment. The desired result is for the new employee to have all necessary equipment. \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Necessary equipment <\/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      Computer \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      Monitor \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      Keyboard \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      Mouse \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      Other \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"schedule-initial-client-meetings\"> \n <h2>Schedule initial client meetings<\/h2>\n <div class=\"text-content\">\n   Schedule initial meetings between the new employee and key clients. These meetings will allow the new employee to establish relationships with clients and gain an understanding of their needs and expectations. The desired result is for the new employee to have initial client meetings scheduled. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client names <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-manager-on-task-allocation\"> \n <h2>Approval: Manager on task allocation<\/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\"> <span class=\"title\">Allocation of initial work tasks<\/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=\"set-up-biweekly-checkins-for-first-month\"> \n <h2>Set up bi-weekly check-ins for first month<\/h2>\n <div class=\"text-content\">\n   Set up bi-weekly check-in meetings with the new employee for the first month of their employment. These meetings will provide an opportunity to address any questions, concerns, or challenges the new employee may have. The desired result is for bi-weekly check-in meetings to be scheduled. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Check-in meeting organizer <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> First check-in date <\/label> \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  <\/div> \n <\/div> \n<\/section> \n<section id=\"schedule-meet-and-greet-with-department-heads\"> \n <h2>Schedule meet and greet with department heads<\/h2>\n <div class=\"text-content\">\n   Schedule meet and greet sessions between the new employee and key department heads. This will allow the new employee to understand the role and responsibilities of each department within the organization. The desired result is for meet and greet sessions with department heads to be scheduled. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Department heads <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"forward-employee-handbook\"> \n <h2>Forward employee handbook<\/h2>\n <div class=\"text-content\">\n   Send the new employee a copy of the employee handbook. This handbook contains important information about company policies, procedures, benefits, and expectations. The desired result is for the new employee to receive a copy of the employee handbook. \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-department-head-on-resource-allocation\"> \n <h2>Approval: Department head on resource allocation<\/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\"> <span class=\"title\">Assign new employee a workspace<\/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","protected":false},"excerpt":{"rendered":"<p>Invite new employee to relevant mailing lists Send an email invitation to the new employee to join relevant mailing lists. This will ensure they are included in important company communications and can stay updated with relevant information. The desired result is for the new employee to successfully join all necessary mailing lists. Email address Create [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83e\udd16","cover_icon_url":"","tasks_count":"20","template_description":"Experience a seamless integration into our team with our Automated Onboarding Process, ensuring smooth transition and efficient setup for new starters.","template_id":"j37NvefeZHrjLob2wrFCFw","task_0":"Invite new employee to relevant mailing lists","task_slug_0":"invite-new-employee-to-relevant-mailing-lists","task_1":"Create a company email account for new employee","task_slug_1":"create-a-company-email-account-for-new-employee","task_2":"Assign new employee to a mentor","task_slug_2":"assign-new-employee-to-a-mentor","task_3":"Send out introductory email to team","task_slug_3":"send-out-introductory-email-to-team","task_4":"Provide new employee 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