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Using Workast for new hire onboarding

The first few days on the job can be stressful for not only a new hire, but for everyone involved in the introduction and onboarding process.  Using Workast can help make the new hire process as seamless as possible.

Creating a new hire template

  • As the process for new hires tends to be repetitive, we recommend creating a new hire template.  You can learn how to create a template here.
  • Rename the Open Tasks list in the template to your onboarding task heading.   Add additional lists to help organize the tasks, and to help your new hire feel less overwhelmed.

Adding your onboarding tasks

  • Now's the time to create your onboarding tasks.  Obviously you can't assign tasks to team members that you haven't hired yet, but you can add task followers such as department heads and HR personnel who would be likely to assist your new hire.
  • Adding descriptions when you create the tasks will help save time later and will save your new hire from asking certain questions later.  Details like "Return benefits forms to Diane in HR, her office is on the third floor across from the elevator" may seem unnecessary, but they are actually really helpful.
  • Use tags to help label your tasks.  You can use labels such as "Day 1," Day 2," etc., as well as other labels such as "High Priority."
  • Break down tasks with several steps using subtasks.

Importing your template

  • After you've hired your new employee and are ready for the task to go live, import your template into a space.
  • Add due dates and assignees once the tasks are live.  (You could also add the assignees while creating the template,)

Having an onboarding template prepared and ready to go will help start your new employee on the road to success with your team, and with Workast.

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