Employee onboarding is the process of familiarizing new
hires with the organization’s policies, the employee’s role in the organization, and the
organization’s culture. Effective
onboarding process helps employees to achieve better performance and build
workplace relationships. It also increases retention and reduces employee
ramp-up time.
Onboarding Program Template & Onboarding Program
Onboarding Program Template consists general information, checklists and useful information for the new hire to refer. The details in the template are not specific to an employee.
Example:
Task: Arrange the workstation
Due Date: 02 days before the start date
Responsible Person: Supervisor
There are 02 types of templates.
1. New Employment
2.
New Assignment
There are no restrictions according to the template type and the user can
add any data regardless of the type. The purpose of having 2 types is only for
easy categorization of templates. Example: The user can create a template
for New Executives with New employment tasks & new assignments tasks.
Upon assigning onboarding template to an employee the Employee Onboarding programs and other checklists get created. The details in the program are specific to an employee.
Example:
Task: Arrange the workstation for John Greenwood
Due Date:
30/05/2018
Responsible Person: Roy Silva
Template Assignment
Assignment of the templates can be done through several pages such as New Employment, Single Employee Assignments, Group Employee Assignments, Onboarding Program Templates, Onboarding Program Template Details, Onboarding Program Assignments.
Selecting the best template to assign
Onboarding Assignment Configuration page can be used as a
supportive tool to select the best onboarding program for the employee
considering factors such as organization, employee category, job etc.
Upon assigning a template, employee’s onboarding page (My onboarding program details) and other Checklists (Onboarding Checklists, Onboarding Responsibilities) get created. Supervisors can customize the program and update the status on behalf of the employee using onboarding program details page. Also HR team can create a new program without using templates or delete an existing program.
Supervisors/HR can monitor the progress using Onboarding
progress page
I want to view all my new employees who joined during the month of
January and make sure everyone gets an onboarding program assigned.
I want to view assignment changes of managers during the month of January and
make sure everyone gets an onboarding program assigned.
A specific person or a position /organization can be defined as “Responsible By”.
There can be tasks which are responsible by an organization or position.
Example:
Task: Issue a pass
Responsibility : HR
Executives in HR Department
So all the employees in HR Executive
position will be responsible for the tasks. All will get the email notification.
All can see this task in Onboarding Responsibilities page. The HR Executive who
takes the action will click on “Assign to me” button and the task will be updated
with the user’s name as the responsible person.
Evaluation
Onboarding surveys are important as they provide feedback on how to improve employee onboarding processes. HR team can filter employees according to their start date and add those employees to a survey. Added employees will get transferred to the survey as participants.