How to Create Employee Onboarding Plan

This article is intended for HR managers, professionals, and people responsible for the recruitment or adaptation of new employees - onboarding.

Planning Employee Onboarding

Once you decide to hire a job applicant, you need to plan and execute a series of steps to ensure the employee adapts to the workplace. This process includes activities before, during, and just after onboarding. We recommend breaking down the activities as follows:

• Pre-onboarding checklist (Before the employee starts)
  
• Onboarding checklist

What options do you have for planning employee onboarding

You can set up onboarding activities either for all employees, for a specific position, or individually for a specific employee

• For all means that the onboarding activity will be created for all employees
• For job positions means that the onboarding activity will be created for the job position. If you want to set up for a different job position, select the correct job position from the list and save it, the activity will only appear for employee cards that have that job position assigned. 
• For this item only means that the onboarding activity will only be created for the selected employee

The vast majority of onboarding activities will be set up as a one-time activity

How to create an employee onboarding checklist

1. Go to Employees organizer
2. In it, select any employee
3. Go to the "Activity Plans" tab, on this page, you have the option to create any activities using activity plans
4. Select "Create Activity"
5. Name the employee's onboarding activity according to your conventions
6. Select who the onboarding activity applies to - either it is for all employees, for the selected position, or only for the selected employee
7. If you have created activity groups, select the correct group
8. Save the activity

Repeat the procedure, when you have all activities set, you'll have the onboarding plan list complete.

How to schedule an employee onboarding activity plan

Once the onboarding plan is set up, you will see a button next to each activity to schedule it:

1. For the selected activity, click "Schedule".
2. Enter the date by which the activity should be completed
3. Save

Once the activity is completed, you can use the Confirm button to mark it as done.