Summary: Creating a workflow for onboarding new employees significantly improves the process. Here’s how:
Emails get missed and paper gets misplaced. Communication issues in the workplace are one of the primary reasons our customers are drawn to Intranet Connections. As a new customer, one of the first applications our customers use is the workflow functionality. Using this significantly improves communication while boosting efficiency, visibility, and accuracy in day-to-day tasks.
The most common example is creating a workflow for onboarding new employees. There are so many things that go on behind the scenes before an employee starts their first day. Many companies struggle with the ability to be prepared for the arrival of a new employee, and communication breaks down.
Departments typically involved include:
Using online forms, you can tackle the requirements, and get approvals completed quickly. So when a new employee starts, they’ll have a working computer, access to relevant resources, and a smooth onboarding process.
Once you’ve built out your form, you may have something similar to the following:
Within your form, you may have some areas that will require including additional people to be notified or further calls to action. These are best handled by including checkboxes or radio buttons in your form.
Depending on your organization you may have differences in how the workflow will need to occur. An effective way of approaching workflow is figuring out all the moving parts. You may need input from different department heads to discover if some departments have additional criteria required.
Now that your workflow is configured, and form has been built, it’s time to start promoting this process internally. One recommendation would be to use the Read & Confirm policy process to notify management/department heads of the new employee onboarding process. Within the policy change, include a link to your new Employee Onboarding form so that managers know where to access it – it may even be worth adding to your navigation.
While this was just a basic overview of how you can quickly add an employee onboarding form and workflow, have you tried to implement something similar? What worked or didn’t work? Was there some additional things that were added once you started using the form that are a definite must? We’d love to hear about them!
If you’d like to learn more about our online forms & automated workflows, sign up for a free webinar.