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New Team-Member Onboarding Buddy

This helps new team members to be seamlessly onboarded and introduced to tools, processes and technology.

Owner

  • Assigned on a case-by-case basis

Preparatory Steps

In planio:

  1. find the template (currently Order #4133)

  2. copy the template (this will copy all subtasks)

  3. on the Order, set the Order Number

  4. on the Order, and all its Tasks set the company (e.g. to pwrp WF)

  5. on the Order, and all its Tasks set the status from Template to New

  6. adjust all the Tasks depending on the role and individual characteristics

  7. add additional tasks as discussed with the team

  8. change the template if necessar

new-team-member-onboarding-buddy-planio.png

Checklist

  • An Onboarding Order is created for the employee
  • The Order has all relevant tasks
  • The Order and the tasks are assigned to the right company
  • The documentation (this page) is updated

Responsibilities during Onboarding

The Onboarding Buddy will help the new team member find his way around, get access to resources and people, etc.

  • Introduce the new team member to the infrastructure

  • Define onboarding board

  • Call a daily meeting with the new team member for Q&A, KT and progress tracking

  • Coordinate access with the Security Officer if necessary (e.g. if access is not working)