Guide
In the third part of the guide for HR Workspace Template, we'll explain how to set the onboarding process.
If you prefer video, check this 14-min detailed step-by-step explanation:
https://youtu.be/XvAhmBS0gh8?si=6UHiT99YT46b9omS
If you prefer text, explore the Boarding Space with this guide. While doing it, you'll also be able to test whether the template works for you, and make necessary changes if needed.
We'll see how to make onboarding a repetitive and easy-to-handle process with a 30-60-90 framework.
What is the 30-60-90 framework?
A 30-60-90 day plan acts as a roadmap, guiding new employees through their first three months on the job. This plan outlines and tracks key steps, including familiarizing with the employee handbook, undergoing necessary training, and gaining a strong grasp of roles, responsibilities, performance goals, and KPIs. Additionally, it initiates conversations about personal goals and career advancement.
By providing new hires with a clear framework, you swiftly grasp the organization's bigger picture and its role within it. The ultimate aim is to create a welcoming environment, enabling new team members to prioritize tasks and quickly become productive contributors.
Step 1. Make a plan aka template
You hire different people for different positions, and your expectations and goals are different. However, most likely there are some common tasks that every new employee has to do. For example, read policies, meet (or e-meet) teammates, get access to Fibery company tools, etc.
We suggest planning repetitive tasks over a specific time period, such as tasks to be completed in 30 days, 60 days, and 90 days. Each new employee will have a set of pre-defined tasks as well as new unique tasks, which are likely added by their manager over time.
In the Board called Boarding Tasks Templates you can define needed templated tasks:
Step 2. Track progress across all new employees
Every New Employees is an Employee that hasn't finished the onboarding process yet. And they all can be found in the "Employees in the Onboarding Process" View.
When a new Employee appears, you will see him in this Table automatically. You just have to click the Button Generate onboarding tasks.
This Button will apply the template from step one, and under Employee you will see a list of Tasks to accomplish. Haven't used Buttons before? Check this guide — Buttons
On this Grid, you will see only Tasks that haven't been done yet. This helps to understand which Tasks your Employees are on.
Board also works great for that purpose. There it's even easier to add new unique Tasks. Here is a Board "Tasks by State and Employee":
Formulas and calculations.
We added two Formulas that are shown as read-only Fields (like any other Formula).
The first one is called "Onboarding progress", and you can find it on the Employee Card. This Formula calculates how many Tasks (percentage) are finished already. It's calculated across all three months.
The second one is called "Phase end date", and you can find in the Boarding Task Database. This Formulas calculates the planned deadline for the Task based on the Task creation date and phase duration.
For example, my first working day was on October 1st. My task for "30 days" is "Get access to all the tools". The deadline for this Task, or "Phase end date", is November 1st.
Step 3. Help new employee focus on onboarding tasks
You can create different Views for managers and for employees.
We created Board "My Tasks" and applied is Me Filter option. This means that every teammate who accesses this board will only see their own tasks.
For quick access, we recommend adding such Views to the Personal (with Favorites) section in the Sidebar by clicking on a star.
And of course, you can see everything on the Employee Card, new Tasks including.
Once all Tasks are completed, the Formula will set Onboarding progress to 100%, and this Employee will automatically be removed from all Onboarding Views ✨