Simple white collar new hire onboarding template

This template helps HR managers and team leads ensure timely completion of onboarding tasks and milestones for new hires. By automating the task assignment, tracking, and reminders, this template streamlines the onboarding process, reduces the workload on HR and managers, and ensures that new employees are fully onboarded and integrated into their teams.

Template Workflow:

1. Action: Input Form
Collect new hire's contact information (e.g., email, phone number), start date, and role. Also, gather information about their manager and team.

2. Action: Create Onboarding Task List
Generate a list of onboarding tasks and milestones based on the new hire's role and team.

Task 1: Complete HR paperwork - Due: {{start_date + 3 days}}
Task 2: Attend company orientation - Due: {{start_date + 5 days}}
Task 3: Set up IT equipment and accounts - Due: {{start_date + 7 days}}
Task 4: Attend team introduction meeting - Due: {{start_date + 10 days}}
Task 5: Complete role-specific training - Due: {{start_date + 14 days}}

(Note: You can customize this list to include additional tasks specific to your company's onboarding process)

3. Action: Send Email to New Hire
Send an email to the new hire with the list of tasks and milestones, along with due dates and any necessary resources or instructions.
Subject: Your Onboarding Task List at {{Company}}
Message: Hi {{new_hire_name}}, welcome to {{Company}}! To help you get started, we have created a list of tasks and milestones for your onboarding process. Please review the list below and complete each task by the assigned due date. If you have any questions or need assistance, please reach out to your HR manager or team lead. Happy onboarding!

Onboarding Task List:
Task 1: Complete HR paperwork - Due: {{start_date + 3 days}}
Task 2: Attend company orientation - Due: {{start_date + 5 days}}
Task 3: Set up IT equipment and accounts - Due: {{start_date + 7 days}}
Task 4: Attend team introduction meeting - Due: {{start_date + 10 days}}
Task 5: Complete role-specific training - Due: {{start_date + 14 days}}

4. Action: Send Email Reminders
Automatically send email reminders to the new hire for each task or milestone approaching its due date.
Subject: Reminder: {{task_name}} is due on {{due_date}}
Message: Hi {{new_hire_name}}, this is a friendly reminder that your onboarding task, {{task_name}}, is due on {{due_date}}. Please complete this task on time, and reach out to your HR manager or team lead if you have any questions or need assistance. Thank you!

5. Action: Task Completion Tracking
Monitor the completion of tasks and milestones by the new hire. Send an email to the HR manager or team lead with updates on the new hire's onboarding progress.

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