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Employee Onboarding

Onboard every new hire with the same plan: paperwork, accounts and equipment before day one, then first-week, 30-day and 90-day goals. Each hire is a card, each step is a subtask.

It's a Planwww.threads.com/@itsaplandevNOV 3, 20268 views · 1 download

What's inside

What a new project starts with

Employee Onboarding.json28 KB

Workflow7 states

  1. Upcoming
  2. Pre-boarding
  3. Week 1
  4. First 30 Days
  5. First 90 Days
  6. Completed
  7. Canceled

Issue types6

New HiredefaultPaperworkIT SetupTrainingMeetingCheck-in

Labels11

ResponsibleHRITManagerBuddyFinanceEmployeeDepartmentEngineeringSalesMarketingCustomer SuccessOperations

Custom fields8

  • Job Titletext · New Hire
  • Managermember · people only · New Hire
  • Onboarding Buddymember · people only · New Hire
  • Employment Typeselect · Full-time · Part-time · Contractor · Intern · New Hire
  • Work Locationselect · Office · Remote · Hybrid · New Hire
  • Equipmentmulti-select · Laptop · Monitor · Headset · Phone · Access Badge · New Hire
  • Personal Emailtext · New Hire
  • 30-60-90 Goalsmarkdown · New Hire · in the body

Issue templates6

  • New HireNew Hire · Upcoming
  • IT SetupIT Setup · Pre-boarding · IT
  • PaperworkPaperwork · Pre-boarding · HR
  • First WeekTraining · Week 1 · Manager
  • 30-Day Check-inCheck-in · First 30 Days · Manager
  • 90-Day ReviewCheck-in · First 90 Days · Manager

Views14

  • New Hiresboard
  • Start Datescalendar
  • By Managerboard
  • Onboarding Taskstable
  • IT Queuetable
  • HR Queuetable
  • Onboarding Timelinetimeline
  • Onboarding Overviewdashboard
  • Start pre-boardingaction
  • Start week 1action
  • Move to 30 daysaction
  • Move to 90 daysaction
  • Complete onboardingaction
  • Mark doneaction

Setup

  • Cycles, off
  • Initiatives, off
  • Dashboards, on
  • Docs, on
  • Notes, on
  • Subtasks, on
  • Checklists, on
  • Issue stats, on
  • Time logging, off
  • Completed issues archive after 90 days
  • Canceled issues archive after 30 days
  • Open subtasks close with their parent

Quick start

Skip the setup, start the work

Start free Start Pro
  1. 01

    Import it in Project templates.

  2. 02

    Open it to the teams that need it.

  3. 03

    Pick it when you create a project.

A new project from this template · ready for issues

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Employee Onboarding · Project template | It's a Plan