Personalized Onboarding

Explore

Personalized Onboarding

Integrate an automated & personalised onboarding with this doc!

Tommy Lambert

Last edited 335 days ago by Tommy Lambert

Ongoing Build (80%)

This is the main document for new employees.

⁠

How to use this doc?

⁠

Welcome
`@Anonymous User`
⁠
!

Please enter your business information in the space provided below.

Business Name: [Insert business name here]

Overview: [Provide a brief overview of the business and its purpose]

Products/Services: [List the products or services the business offers]

Target Audience: [Identify the target audience for the business]

Unique Selling Proposition (USP): [Explain what sets the business apart from competitors]

Marketing and Sales Strategy: [Outline the marketing and sales strategy for the business]

Management Team: [Introduce the management team and their relevant experience]

Financial Plan: [Provide a summary of the financial plan for the business, including revenue projections and funding requirements - OPTIONAL]

Employees List

Employees List

Tommy LAMBERT

School Founder

tommy@school.os

+33 6 60 71 01 49

⁠

The To-Do list self-generates from a trigger (When you add a new Employee in the
`DB - Employee`⁠
with a Name, Coda Profile, A Job and an Arrival Date).

Ongoing build - Fetch data from jobs, add end date based on task day, attribute to new employee, and filter by user().

You can also add new tasks yourself if you need it with the button below!

We suggest adding general tasks (company’s context) to the list below for every new hire, so that each new employee can follow them for a smooth onboarding process.

⁠

Add task

⁠

Onboarding To-Do List

Onboarding To-Do List

Tasks

End Date

Status

Description

No results from filter

⁠

Please visit my LinkedIn profile and contact me if you like my work.

⁠

My Linkedin Profile

⁠

Buy me a Ko-fi!

⁠

Buy me a coffee

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.

Personalized Onboarding

Ongoing Build (80%)

Welcome @Anonymous User⁠!

The To-Do list self-generates from a trigger (When you add a new Employee in the DB - Employee⁠ with a Name, Coda Profile, A Job and an Arrival Date).

Ongoing build - Fetch data from jobs, add end date based on task day, attribute to new employee, and filter by user().

Welcome
`@Anonymous User`
⁠
!

The To-Do list self-generates from a trigger (When you add a new Employee in the
`DB - Employee`⁠
with a Name, Coda Profile, A Job and an Arrival Date).