You can enhance your onboarding tracks by adding a variety of materials to help guide candidates through the onboarding process. The flexibility of the platform allows you to tailor each track to meet the specific needs of different positions. Here’s how you can customize and enrich the onboarding experience:
Videos: Add videos to help employees get to know team members or provide training content.
Articles: Include informative articles or documentation to provide additional reading material.
Checklists: Create checklists to ensure that candidates complete all required steps during the onboarding process.
External Links: Insert external links to important resources, websites, or tools that employees may need access to.
Quizzes: Test employee understanding with quizzes to assess their knowledge and reinforce key points.
Files: Upload relevant files such as employee handbooks, policy documents, or presentations for easy access.
Forms: Use forms to collect information from employees. For example, employees can indicate their preferences for work-related equipment or provide other essential details.
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Videos
Videos
You can create a video with the following steps:
Click "Add new"
Click "Add new video"
You can record a new video on the spot, upload a video from your device, or make a screen recording.
Once you have uploaded your video, remember to give the video a title, and then you are able to save the video.
Here's some ideas how you can use the video:
Welcome Message from Leadership
Introduction to Team Members
Company Overview
Training
Compliance & Security
Product & Service Overviews
HR Policies/Benefits
Articles
Articles
You can add a new article with the following steps:
Click "Add new"
Click "Add new article"
Give the article a name, and create the article in the "Editor"- view
Save the article
Here's some some ideas for articles:
Articles about the company (e.g. history, mission, vision, and values)
Presentation of company's executives and leaders
Articles that describe the company’s work environment
Job responsibilities, expectations, and objectives for the new hire’s specific role
Step-by-step guides, and best practises for new users
Articles on company policies, such as remote work guidelines, dress code, time-off procedures etc.
Articles that explain the company’s compliance standards, data security practices, and privacy policies.
Health and Safety Guidelines
Internal tools overview
HR- related articles such as how vacation days, sick leave, holidays, and personal time off work are handled within the company.
Checklists
Checklists
An onboarding checklist is a structured list of tasks and activities that need to be completed during the onboarding process.
You can add a new checklist with the following steps:
Click "Add new"
Click "Add new checklist"
Fill in the required fields
Click "Add item" to add more tasks
You can view the checklist, and follow the onboarding progress by opening the employees profile.
Here's some examples which tasks the checklists could include:
Meetings with colleagues
Department tour
Training sessions
Preparation of workspace
Introduction to company culture
Set up work tools (email, computer, phone, software access)
Benefits overview
Complete HR paperwork
Schedule check-ins (with manager, mentor)
Quiz
Quiz
You can create a new quiz with the following steps:
Files
Files
You can add different files with the following steps;
Forms
Forms
You can create new forms with the following steps;
Click "Add new"
Click "Add new form"
Fill in the form title and form description
Here are some examples of forms you can include in the materials:
A form where employees can specify the type of work related equipment they would like to have.
Employees can share their preferred start date, working hours, or dietary restrictions for office events