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
Opens Contals: you choose the workspace, the date and the language, then the board is yours.
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
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
Automation: cards moved to the last list are marked done.
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