The New Hire Welcome & Onboarding Tracker workflow template makes onboarding new employees a smooth and organized process. By automating welcome messages, sending onboarding resources, reminding new hires of important tasks, and tracking their progress, this workflow helps People Ops stay informed and support each new team member effectively. This workflow ensures that new hires have a positive and structured start to their journey with the company.
Key Steps:
- Configure the Trigger Settings:
- When This Event Happens: Choose “Starts when a user is added to DailyBot for the first time” as the trigger to initiate onboarding for each new hire as soon as they join.
- Customization Tips: Adjust the workflow to start for specific teams or departments if different onboarding processes are required for various roles.
- Link Workflow to Onboarding Resources & Task Reminders:
- Send Welcome Message with Onboarding Resources: Use “Sends a chat message via @DailyBot to DMs” to send a friendly welcome message that includes essential resources, such as links to company policies, team introductions, and IT setup guides.
- Remind New Hires of Onboarding Tasks: Schedule “Sends the user a reminder to fill out their report” to remind new hires about specific onboarding tasks, such as completing forms, attending orientation sessions, or setting up accounts. Reminders can be set for various timeframes, like day one, week one, and week two, to keep them on track.
- Track Progress and Log Updates: Use “Creates a form record in a given form” to log task completion and track onboarding milestones. This log is visible to People Ops for easy monitoring, allowing them to provide support if the new hire is missing any steps.
- Additional Settings for Enhanced Workflow:
- Weekly Progress Update: Set up “Send the consolidated report of a Check-in” to provide People Ops with a weekly overview of each new hire’s onboarding progress. This report can highlight completed tasks and flag any pending items, helping People Ops to proactively reach out if additional support is needed.
- Send a 30-Day Check-In Message: Configure a scheduled reminder to check in with the new hire after 30 days. This message can prompt them to share feedback about their onboarding experience, helping to improve the process for future hires.
Best Practices & Tips:
- Customize Welcome Messages by Role: Tailor the welcome message for different teams or roles to make onboarding feel more personalized and relevant to each new hire’s specific needs.
- Break Down Tasks into Manageable Steps: Organize onboarding tasks into smaller, timed milestones (e.g., Day 1, Week 1, Week 2) to avoid overwhelming new hires and keep them focused.
- Encourage Team Introductions: Suggest that new hires reach out to teammates or schedule a quick coffee chat as part of their onboarding tasks, fostering a sense of community early on.
- Regularly Review Onboarding Logs: People Ops should regularly check the onboarding log to ensure no steps are missed and that each new hire receives the support they need.
With the New Hire Welcome & Onboarding Tracker, onboarding becomes a seamless and well-organized experience for both new hires and People Ops. This workflow keeps everyone informed, enhances productivity, and ensures new employees feel welcomed and well-prepared as they join the team.
