Onboarding Pipeline: Overview
Section description
Integrating new team members seamlessly is crucial for their success and productivity. Our onboarding process consists of five stages, each designed to ensure a smooth transition into the company. Here's a brief overview:
- Information entry: Admin collects initial employee details for profile setup. Customizable fields allow flexibility.
- Document signing: Admin sends necessary documents for signature.
- Device and Apps: Admin provides access to corporate accounts and device details.
- Training: Admin provides access to educational resources for company processes and job-specific skills.
- Final Step: Admin welcomes the employee, assigns a mentor, and shares helpful information and welcome videos.
Features list
- Information entry
- Docs signing
- Device and Apps
- Training
- Final step
Feature Overview
At each stage of adaptation, the admin has access to a list of employees and basic information about each of them, including their current onboarding status. This status can be "Ready" if action is pending from the admin or "Pending" if action is required from the employee.
The content of the onboarding profile changes at every stage. The admin also can view the history of all previous onboarding stages in the "History" tab.
Information entry
The "Information entry" tab represents the first stage of integrating a new employee into the company. At this stage, the admin requests necessary information about the employee to establish their profile in the system. The admin can select which specific data the employee should provide about themselves or skip the stage.
Docs signing
The "Docs signing" tab represents the second stage of the onboarding process. At this stage, the admin sends the necessary documents for signing to the new employee and sets a deadline for completion. The admin also has the option to skip this step if necessary.
Device and Apps
The "Device and Apps" tab is a part of the onboarding process where the admin sends access to their corporate accounts to the new employee and provides information about the devices the employee will use for work. The admin also has the option to skip this step if necessary.
Training
The "Training" tab is part of the onboarding process. Here, the admin provides new employees with access to training materials. These materials help familiarize employees with the company's processes and requirements and develop the necessary skills for the job. Examples of training may include online courses on the company's products and services, tutorials on internal systems usage, webinars on corporate culture and values, and more.
Final step
The "Final step" stage is the concluding phase of integrating a new employee into the company. At this stage, the admin leaves a welcome message and selects a mentor from the company's employees to support the new employee during the adaptation process. Admin can attach a file with useful information and include a link to a welcome video if available.
