Employee Onboarding

Operations Use Template
Onboarding is the process of bringing a new employee into an organization, but effective onboarding programs go well beyond the first day of orientation. Use this template to ensure that proper training is being provided,
Employee Onboarding
Person
Person
Person
Person
List Board
Open
Add a task
Before First Day
Check out our Employee Manual Board
Forms & Paperwork
Forms & Paperwork
IT
Meetings
General
Roxana
Date & Time - Your First Day
General
Forms & Paperwork
IT
Meetings
General
Roxana
Add a task
First Day
Get on our Birthday List
Forms & Paperwork
Forms & Paperwork
IT
Meetings
General
Roxana
Complete onboarding survey
Forms & Paperwork
Forms & Paperwork
IT
Meetings
General
Roxana
Get your computer and phone from IT
IT
Forms & Paperwork
IT
Meetings
General
Felix
Set your Montera profile and watch the intro video
IT
Forms & Paperwork
IT
Meetings
General
Felix
Get your personal ID & Password for the internal network
IT
Forms & Paperwork
IT
Meetings
General
Felix
Add a task
First Week
Complete benefits section
General
Forms & Paperwork
IT
Meetings
General
Roxana
Set a meeting with Claire Hunter (Founder)
Meetings
Forms & Paperwork
IT
Meetings
General
Claire
Set a meeting with Mark Jefco (PM)
Meetings
Forms & Paperwork
IT
Meetings
General
Mark
Set a meeting with Roxana Sorrell (HR)
Meetings
Forms & Paperwork
IT
Meetings
General
Roxana
Go through Introductory Training
General
Forms & Paperwork
IT
Meetings
General
Mark
Add a task
The Team
Claire Hunter (Founder)
Forms & Paperwork
IT
Meetings
General
Mark Jefco (PM)
Forms & Paperwork
IT
Meetings
General
Roxana Sorrell (HR)
Forms & Paperwork
IT
Meetings
General
Mason Ward (Marketing Manager)
Forms & Paperwork
IT
Meetings
General
Rob Romero (Designer)
Forms & Paperwork
IT
Meetings
General
Felix Jean (IT)
Forms & Paperwork
IT
Meetings
General
Add a task
Closed
Add a task

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