ContextThe process continues (for successful candidates) when they start a new job. What happens next, however, varies more between companies than recruitment processes do, so automating it requires plenty of flexibility. Like hiring, onboarding is an opportunity to make a good first impression by having a slick process. Not having a desk or laptop on your first day isn’t a great experience.
Process goalGet a new employee set-up in the company.
TriggerForm - new employee start date agreed.
ActionsThe onboarding breaks down into a series of phases, each of which includes a number of parallel preparation tasks. The key milestones are signing a contract with a start date, the first day in the office, and the end of an initial trial period.
Most of the tasks are either those that must be completed before the first day, such as preparing a desk, and those that happen on or soon after the first day, such as meeting the team.
RolesOnboarding is a classic example of a process that spans the organisation.
- Office manager - arranges initial office environment and equipment
- IT - provides a pre-configured computer and accounts for email and other services
- HR assistant - handles introductions, initial bureaucracy and reviews progress
- Line manager - introduces the new hire to colleagues and assigns work
FieldsThe trigger form includes fields that describe the new hire’s appointment.
- Full name (Text)
- Address (Text, Multi-line)
- Start date (Date)
- Line manager (User)
DiscussionOnboarding processes vary in their focus, and sometimes in their goals. The process may include more or fewer tasks in order to focus on one of:
- onboarding efficiency
- learning about the new organisation
- adopting the company culture
- building a network with new colleagues.