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New Hire Onboarding + Emails Messenger
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New Hire Onboarding + Emails Messenger

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People Ops

todo-list

Stay organized with the People Ops Tracker.

Now it’s your turn to take care of the new hire! Using this onboarding tracker, you can keep track of the progress of all tasks that needs to be completed to ensure a smooth onboarding experience. Your job is not done until all statuses say Done!
💡 Table getting too big? Add a filter to remove all rows that have Completed toggled ON.
Start Date
Name
Role
Send Emails
Background Check
Find Onboarding Buddy
Send New Hire Swag
Create Accounts
Enter into PEO
Completed
Evergreen example
1
7/31/2023
Adam Davis
Software Engineer
Not started
Not started
Not started
Not started
Not started
Not started
2
8/7/2023
Buck Dubois
Software Engineer
Not started
Not started
Not started
Not started
Not started
Not started
3
8/7/2023
Polly Rose
Head of Sales
Not started
Not started
Not started
Not started
Not started
Not started
4
6/5/2023
Lola Tseudonym
Designer
Done
Done
Done
Done
Done
Done
There are no rows in this table


help

Fill in pending information about new hire

The information below should come in two batches:
Batch 1
You should receive Personal Email, Manager, Role, Team and Org information from the Recruiter. However, sometimes managers or org leads are still deciding on the team. If this is the case, reach out to recruiter to see when they can get an update by.
Batch 2
After you send out and , you will receive information to fill out two columns. From the manager, you will receive their Onboarding Buddy selection. And once the new hire fills out their new hire onboarding form that is included in their email, IT can create their new work accounts (including Coda) so that you can add their new Coda account and work email to the Employee column.
Complete New Hire Profile
7
Start Date
Name
Recruiter
Personal Email
Manager
Role
Team
Org
Onboarding Buddy
Employee
Work Email
7/31/2023
1
Adam Davis
Lawrence Fitzgerald
Software Engineer
Monetization
Engineering
Adam Davis
8/7/2023
2
Buck Dubois
Lawrence Fitzgerald
Software Engineer
Monetization
Engineering
Polly Rose
Lawrence Fitzgerald
Head of Sales
GTM
Polly Rose


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