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On-boarding and off-boarding workflow

6 points| edgefield | 3 years ago | reply

What software or tools does your venture or company use for managing on-boarding and off-boarding workflow? Thanks!

4 comments

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[+] cybadger|3 years ago|reply
Are you talking about from the employee's point of view, or the HR process? I'll answer from the employee/team's point of view, because that's more interesting. If you're looking for the HR tools, disregard this answer!

My current company uses a Miro board for onboarding (with links to Confluence pages, Google docs, Slack channels, and other things we need).

A previous company I worked for used random links people threw at each other in Slack. Before I left, I'd put together a Google sheet (or the Microsoft cloud equivalent, now that I think about it I don't remember which platform we used there) that included set-up tasks, people to meet, things to read/understand—pretty much everything someone would need to get up to speed. The big advantage of that over Miro (or Trello/Jira/etc) is that everything was visible in one place, with due dates easy to see and to calculate based on start date, and owners easy to identify.

I'm not sure if this will be useful, but https://www.cybadger.com/2022/07/02/a-tale-of-two-onboarding... gives some details about other onboarding experiences I've had. Apologies for the shameless (well, some shame involved) self-promotion; feel free to ask for more info if it'd help!

[+] jc_811|3 years ago|reply
Most companies I've been a part of have used either BetterCloud or Okta Workflows (assuming you're asking about on/off-boarding employees)
[+] adamstiefel|3 years ago|reply
Started my startup to provide HR onboarding software to small businesses for onboarding employees and university colleges for onboarding new students.

Any advice/thoughts highly appreciated.

Link: https://wonderin.org/

[+] politelemon|3 years ago|reply
Onboarding: Confluence pages. They can get outdated but part of the new starter's task is to correct it where necessary. I can't say it is good or bad, it works well enough.

What are you using, do you have any good ideas around this?