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

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Send Onboarding Email

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Emails sent two weeks before start date.

1. Send

Collect new hire information

2. Send

Inform manager and have onboarding buddy assigned for new hire
💡 Buttons disabled? Here are a few reasons why:
Email already sent
Manager still to be assigned
No personal email included
It’s not 2 weeks before their start date
Have the info? Add them here:
✍️ Want to revise the message? Right click on the Message column > Column Options > Compose
New Hire: Email # 1
7
Start Date
Name
Personal Email
Email #1 Message
Email #1 Button
Email #1 Results
1
6/5/2023
Lola Tseudonym
Hi Lola,

Welcome to the team! We're so excited to have you at Coda! We know you’re going to be a valuable asset to our company and can’t wait to see what you accomplish.

I’ll be your onboarding guide throughout the process of joining Coda and this email will include everything you’ll need to know leading up to your first day. Please be sure to read this email in its entirety as there are some action items you'll need to complete before your start date and others after we get rolling! As a reminder, your first day is 6/5/2023.

1. New Employee Onboarding Form
[Insert form to collect employee information]
2. Accounts Set Up
[Include information from your IT department]
3. Background Check
[Include information about background check]

Next week, you’ll receive a follow up email introducing you to members of your team and a Getting Started Guide. If you have any questions throughout the process, please don't hesitate to reach out. We’re looking forward to your first day!

Best,
Anonymous User
Send Email #1
No results from filter

Manager Email
7
Start Date
Name
Manager
Manager Message
Manager Button
Manager Results
1
6/5/2023
Lola Tseudonym
James Booth
Hi James,

Lola Tseudonym will start on 6/5/2023 as a Designer. The People Ops team will coordinate most of their onboarding process but there are a few tasks that we need you to complete as well. Please see the action items below:

1. First, we’d like you to send Lola a welcome email as soon as you can congratulating them for joining the team and introducing yourself as their manager if you have not been in contact. If you have been in touch recently, you can reach out again at your discretion. Their email is .

2. Please assign Lola an Onboarding Buddy. Remember, onboarding buddies make sure the New Hire feels welcomed at Coda and starts on the path to success. This person will essentially be their cheerleader, helping them enjoy their beginnings at Coda.

[Insert any other information]

Barring extreme circumstances, it is important that you meet with your new hire on their first day to set expectations for their first few weeks at Coda. Be sure to schedule weekly 1:1s and connect the new hires to any role-specific onboarding materials.

Thanks for all of your help throughout Lola’s recruiting process and congratulations on your new hire! Feel free to reach out to me if you have any questions.

Best,
Anonymous User
Email manager
No results from filter


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Emails sent the week before start date

3. Send

Inform the Onboarding Buddy of their responsibilities

4. Send

Connect to Onboarding Buddy + Getting Started Guide
💡 Buttons disabled? Here are a few reasons why:
Email already sent
Onboarding Buddy still to be assigned
It’s not the week before their start date
Have the info? Add them here:
✍️ Want to revise the message? Right click on the Message column > Column Options > Compose

Onboarding Buddy Email
7
Start Date
Name
Onboarding Buddy
Onboarding Buddy Message
Onboarding Buddy Button
Onboarding Buddy Results
1
6/5/2023
Lola Tseudonym
Felix Marlin
Hi Felix Marlin,

You have been selected to help with Lola Tseudonym’s onboarding process! Lola will join Coda as a Designer reporting to
@James Booth
on Monday
6/5/2023
.

You can refer to the [Onboarding Buddy document link] to review your responsibilities in more detail.

I’ll be sending a separate email to connect the two of you and share our [Getting Started Guide document link]. Please respond to that email thread introducing yourself before the end of the week and let them know what to expect on their first day.

Thanks in advance for helping with Lola onboarding!

Best,
Anonymous User
Email Buddy
No results from filter
New Hire: Email # 2
7
Start Date
Name
Personal Email
Email #2 Message
Button Email #2
Email #2 Results
1
6/5/2023
Lola Tseudonym
Hi Lola,

We're so excited to have you start at Coda on Monday
6/5/2023
.

I wanted to take a quick moment to share some information about your onboarding buddy, our Getting Started Guide, and your first weeks at Coda!

First,
@Felix Marlin
will be your Onboarding Buddy. Your Buddy will be your go-to person throughout your onboarding experience and generally be a great resource to rely on as you get started here at Coda.

Second, check out the [Link to Company Getting Started Guide] (accessible with your work email laura@codadoc.io; please complete the activation email from [Okta] if you haven’t already), which you can review with Felix Marlin on your first day. Make sure to read through the first couple of pages as there is important information regarding your first day.

[Additional new hire onboarding notes go here]

Your manager
@James Booth
is also cc’d here as well, of course, so please don't hesitate to reach out to us with any questions.


Best,
Anonymous User
Send email
No results from filter

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