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About this lesson
Quick reference
New Hire Onboarding
Learn how human resource teams can utilize Trello to ensure new employees have a fantastic experience when first joining an organization.
When to use
To understand how to use a board for a training program and also as a reference for new team members.
Instructions
Trello is an excellent application for helping people to follow a particular process and reference specific material. In this example, a board is used to assist both the HR team and the new employee as part of the onboarding process.
The different lists represented in this New Hire Onboarding example include:
Before First Day: This list includes all of the activities that the organization needs to complete before the new employee starts their first day.
Day One: This list outlines all of the activities that the new hire is to complete on their first day on the job.
Week 1: This list outlines all of the activities that the new hire is to complete within their first week.
Equipment: This list provides reference material to common questions and issues that new hires experience at the organization.
Your HR Team: This list provides the name, title, and picture of the key members of the human resources team.
Login to download- 00:04 In this example, we're gonna take a look at how we could use
- 00:09 Trello to help someone join a new team or a new organization.
- 00:14 I've titled this particular board New Hire Onboarding,
- 00:18 something that most of us are familiar with.
- 00:20 It can be a very steep learning curve when you join a new organization and
- 00:25 start to work with new people.
- 00:28 So this board is meant to be a resource for that new team member.
- 00:34 Unlike previous examples that we have looked at already,
- 00:37 we will not be transitioning cards from the left-hand side to the right.
- 00:43 Each and every list is meant to be more of a checklist or more of a resource
- 00:48 as that new team member becomes familiar with their new organization.
- 00:54 The very first list is titled Before First Day, and this may be most helpful for
- 01:00 the existing team members or maybe the existing manager.
- 01:04 Some of the things that should be set up or
- 01:07 accomplished before this person starts their first day.
- 01:11 It may include setting up a new computer, or a new desk, or
- 01:14 making sure that they've reached out to that individual.
- 01:18 And that all the proper forms or legal documents are signed.
- 01:22 And remember, you can have direct links to these documents, or
- 01:27 attach them directly to these cards.
- 01:30 Now the next list is titled Day One, and
- 01:33 this is meant to be a bit of a checklist for that new team member.
- 01:37 Have them read the employee manual for example, and review benefits.
- 01:42 These are all the things that they should be accomplishing on their first
- 01:46 day on the job.
- 01:48 In the second list we have titled it Week 1, and
- 01:52 very much like the Day One list, this is very much like a checklist.
- 01:57 Some of the things that they should be doing or
- 01:59 some of the things that they should be thinking about in their first week.
- 02:03 You will also notice that there are a few date sensitive things here as well.
- 02:09 For example, maybe it is a ritual with this team
- 02:12 that the manager takes out the new member for lunch.
- 02:15 And then the entire team goes out together for
- 02:18 lunch to introduce themselves to the new team member.
- 02:21 Here, of course, we can add a due date, which would represent when
- 02:26 those particular meetings or those particular lunches would occur.
- 02:30 Now the next list is titled equipment and again, this is meant to be a resource for
- 02:37 the individual as they review the different manuals.
- 02:41 And answer frequently asked questions, they can come here if they need to request
- 02:46 an additional chair or additional equipment for their work area.
- 02:52 What is the protocol for using the company kitchen and
- 02:56 ordering business cards, for example?
- 02:58 And then lastly, we have one more list which takes advantage of the images or
- 03:03 the image hard covers within Trello.
- 03:06 Here we see a visual representation of the HR team, this can be a great way to
- 03:12 allow that new member to get familiar with the faces within their new organization.
- 03:18 And be comfortable with who they should reach out to
- 03:20 if they have further questions.
- 03:23 So, another example of how you can use Trello, in this case, for
- 03:28 a new hire onboarding situation.
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