New Hire Onboarding + Emails Messenger

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New Hire Onboarding + Emails Messenger

New Hire Onboarding + Emails Messenger

New Hire Onboarding + Emails Messenger

People Ops

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!

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💡 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

7/31/2023

Adam Davis

Software Engineer

Not started

8/7/2023

Buck Dubois

Software Engineer

Not started

8/7/2023

Polly Rose

Head of Sales

Not started

6/5/2023

Lola Tseudonym

Designer

Done

There are no rows in this table

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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

New Hire: Email # 1⁠

and

Manager Email⁠

, 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