We all know a good new hire onboarding process is a must-have. It helps the new hires to learn about the company, their job, and the company culture better. As someone on the other side who’s handling the process, do you often feel like there are too many things to prepare every time there’s a new hire? Just use our New Hire Preparation Template. All you have to do is create a new card for a new hire, and drag the card from one column to the next, following the flow.
What is a New Hire Preparation Template?
The New Hire Preparation Template is a Kanban board template for employers, team leads, HR, or anyone who has to prepare for a new hire coming into the office.
We know there are many things that have to be prepared before a new hire is coming, from the tech to the welcome emails. That’s why we created this board, to make your job welcoming the new hire easier.
What is included in the template?
The New Hire Preparation Template has:
- Four columns for each part of the process: Pre-Onboarding (Paperwork and Administrative), Waiting for Start Day, First Day, and Finished.
- Explicit agreements in each column, explaining what you should do step-by-step.
- Two labels and two card templates, for New Hires and Contractors. Each template has different checklists in it, to make collecting the necessary documents easier.
How to Use the Template
- Start your Free Trial, then build a new board from the New Hire Preparation Template.
- Create a new card from the ‘New Hire’ or the ‘Contractor’ card template with the name of the new hire as the title.
- Flow the card through the columns, from Pre-Onboarding to Finished. Just follow the explicit agreements stated in each column.
- On the rightmost column, you can add some information about any documentation and a list of team members.
- Celebrate when you reach Finished. Your new hire is now ready to take on their new role!
Some tips for a successful new hire process
In addition to our template, here are some tips for your new hire process to go smoothly:
- Communicate regularly with the new hire. Since they’re new to the company, they will need a lot of help adjusting to the work and culture. Check in regularly with them, and make sure that they feel supported and welcomed. This can be done via email, phone, or in-person.
- Pair them with a mentor or a buddy. Someone who has similar role to the new hire would be the best person to show them the ropes.
- Set clear expectations. From day one, communicate clearly what’s expected from them. This way, the new hire will be able to give their best and contribute to the company accordingly.