Unit 2: Planning for your new hire
Learn how to copy the onboarding template and customize it for the new hire joining your team including tracking progress and checking in as they settle in.
Now, you are going to copy your onboarding project for a new hire. You’ll follow the same steps we showed you in the video including:
- Copy the onboarding template project.
- Customize the name to include the new hires name and start date
- Add any instructions or messages for your new hire in the description
- Customize all of the tasks in the project for the new hire including adjusting names and descriptions and assigning out all applicable tasks to the team or to the new hire
- Create a plan for walking the new hire through the project once they come on board
Answer this short question to continue to the next chapter: