Case templates and task flows for the onboarding solution

The onboarding task flows correspond to the case templates that are provided out of the box for raising requests. Each onboarding flow contains preboarding tasks, joining day tasks, 1st week tasks, and 1st month tasks.

The following table lists the case templates, onboarding flows, and the corresponding tasks:

Related topics


Case template / Onboarding task flow

Preboarding tasks

Joining day tasks

1st week tasks

1st month tasks

Onboarding Request for Remote joining

  • New hire
    • Upload documents from previous employer
    • Upload your academic certificates and documents
    • Upload photograph for onboarding related activities
    • Upload passport and visa documents
  • IT
    • Set up email ID and corporate account for new hire
    • New hire IT asset allocation
  • HR
    • Background verification of new hire - Manual t0-do
    • Send new joinee welcome kit with IT assets - Manual to-do
  • HR
    • New joinee orientation program - Manual to-do
  • Facilities
    • Provide welcome kit and access card to new hire - Manual to-do
  • Buddy
    • Meet & greet new hire on the joining day
  • Hiring manager
    • Tell us how was your hiring experience
  • Buddy
    • Get to know new hire
  • New hire
    • Provide a corporate credit card to the employee
    • Tell us how your onboarding experience was
  • HR
    • Employee handbook & signed acknowledgment form - Manual to-do
  • Buddy
    • Familiarize new hire with team and office
    • Help new hire settle down in the new role & team
  • New hire
    • Set up your bank account details
    • Enroll to corporate health insurance plan
    • Provide parking sticker for employee's vehicle
    • Allocate a company-issued mobile device to the employee

Background tasks (these tasks don't appear in the onboarding request detail page)

  • Automated - Update new hire self-registered profile to disabled
  • Automated - Update assignee of new hire's pre boarding tasks

Onboarding Request for Remote joining

  • New hire
    • Upload documents from previous employer
    • Upload your academic certificates and documents
    • Upload photograph for onboarding related activities
    • Upload passport and visa documents
  • IT
    • Set up email ID and corporate account for new hire
    • New hire IT asset allocation
  • HR
    • Background verification of new hire - Manual to-do
    • Send new joinee welcome kit with IT assets - Manual to-do
  • HR
    • New joinee orientation program - Manual to-do
  • Legal
    • Sign W4 document - Manual to-do
  • Buddy
    • Meet & greet new hire on the joining day
  • Hiring manager
    • Tell us how was your hiring experience
  • New hire
    • Provide a corporate credit card to the employee
    • Tell us how your onboarding experience was
  • HR
    • Employee handbook & signed acknowledgment form - Manual to-do
    • Payroll & benefit documents (401K etc.) - Manual to-do
  • Buddy
    • Help new hire settle down in the new role & team
    • Virtual social event to help new hire to get to know team members
  • New hire
    • Set up your bank account details
    • Enroll to corporate health insurance plan
    • Provide parking sticker for employee's vehicle
    • Allocate a company-issued mobile device to the employee

Background tasks (these tasks don't appear in the onboarding request detail page)

  • Automated - Update new hire self-registered profile to disabled
  • Automated - Update assignee of new hire's pre boarding tasks

Onboarding Request for Onsite joining

  • New hire
    • To-do (new hire) - Upload documents from previous employer
    • To-do (new hire) - Upload your academic certificates and documents
    • To-do (new hire) - Upload photograph for onboarding related activities
    • To-do (new hire) - Upload passport and visa documents
  • IT
    • Set up email ID and corporate account for new hire
    • New hire IT asset allocation
  • HR
    • Background verification of new hire
  • Facilities
    • Employee relocation assistance - Manual to-do
  • HR
    • New joinee orientation program - Manual to-do
  • Legal
    • Hand over i-9 form
    • Sign W4 document
  • Facilities
    • Provide welcome kit and access card to new hire - Manual to-do
  • Buddy
    • Meet & greet new hire on the joining day
  • Hiring manager
    • Tell us how was your hiring experience
  • Buddy
    • Get to know new hire
  • New hire
    • Provide a corporate credit card to the employee
    • Tell us how your onboarding experience was
  • HR
    • Employee handbook & signed acknowledgment form - Manual to-do
    • Payroll & benefit documents (401K etc.) - Manual to-do
  • Buddy
    • Familiarize new hire with team and office
    • Help new hire settle down in the new role & team
  • New hire
    • Set up your bank account details
    • Enroll to corporate health insurance plan
    • Provide parking sticker for employee's vehicle
    • Allocate a company-issued mobile device to the employee

Background tasks (these tasks don't appear in the onboarding request detail page)

  • Automated - Update new hire self-registered profile to disabled
  • Automated - Update assignee of new hire's pre boarding tasks



 

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