> From a ready workplace to the end-of-probation talk: a good start for new staff and volunteers.

Source: https://contals.com/en/templates/onboarding/  
Language: en

# Onboarding

From a ready workplace to the end-of-probation talk: a good start for new staff and volunteers.

Any team

-   5 lists
-   11 cards
-   8 checklist items

 [Use this template](https://app.contals.com/templates/use/onboarding) 

Opens Contals: you choose the workspace, the date and the language, then the board is yours.

Onboarding

### Before day one

-   Before day oneIT
    
    Prepare the workplace and accounts
    
    5 days before the start
    
    Checklist: Accounts (4)
    
    -   Device
    -   E-mail address
    -   Access to Contals and files
    -   Key or badge
    
-   Before day one
    
    Pick a buddy
    
    5 days before the start
    
-   Before day oneHR
    
    Welcome e-mail with the plan for day one
    
    3 days before the start
    

### Day one

-   Week 1
    
    Welcome and tour
    
    on the start date
    
-   Week 1
    
    Meet the team
    
    on the start date
    
-   Week 1
    
    Show the key routines
    
    on the start date
    
    Checklist: Routines (4)
    
    -   Communication
    -   Filing
    -   Expenses and time tracking
    -   Emergencies
    

### First week

-   Week 1
    
    A first small task
    
    3 days after the start
    
-   Week 1
    
    Talk after the first week
    
    4 days after the start
    

### First month

-   Month 1
    
    Agree goals for the probation period
    
    2 weeks after the start
    
-   Month 1
    
    Feedback after one month
    
    30 days after the start
    
-   HR
    
    End-of-probation talk
    
    90 days after the start
    

### Done

Video: on a template, the date of the event moves two months later – every due date of the preview counts back from it.

Dates count back

## What is on the board

Every list and card the template creates. Labels, dates and checklists come with them; nothing is assigned to anyone yet. Due dates count from a start date, which you pick when you create the board.

### Labels

-   Before day one
-   Week 1
-   Month 1
-   IT
-   HR

### Custom fields

-   Owner

### Power-Ups switched on

-    [Due dates](https://contals.com/en/power-ups/#due-dates) 
-    [Calendar](https://contals.com/en/power-ups/#calendar) 
-    [Automation](https://contals.com/en/power-ups/#automation) 

Automation: cards moved to the last list are marked done.

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 [All templates – More templates like this](https://contals.com/en/templates/) 

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