Bringing a new member onto your team is exciting—but there are a few tasks you need to complete before they can join your team. Use Asana’s new hire preparation template to avoid forgetting any important parts of the onboarding process.Use template
Congratulations—your prospect signed your offer letter and you’re officially going to have a new team member! Now, the next step is to prepare all the tasks you need to complete so they can start their new job off on the right foot. The best way to do this is with a new hire preparation template.
A new hire preparation template is a reusable template that helps managers keep track of all the tasks they need to complete to successfully onboard a new employee. This ensures that any new employee is set up for success before their first day on the job.
At first glance, a new hire preparation template and employee onboarding template seem like the same thing. But it’s actually a little more nuanced. A new hire preparation template focuses on all the preparation work a manager needs to complete before a new employee starts. This includes things like prepping new equipment, setting up meetings, and coordinating meetings with HR.
Employee onboarding templates are used to guide new employees through their onboarding process. A great employee onboarding template includes things like the employee handbook, information about their first day of work, and what employees should expect for their 30-60-90 day plan.
A good new hire preparation template checklist includes all the tasks a manager needs to finish before their new hire joins the team. Most of these tasks fall into one of two categories. These categories include:
Manager training: Your team may have manager-specific company policies, so it’s important to include this in your checklist. Even if the individual you’re onboarding isn’t a people manager, this manager training can be assigned to the person who will become the individual’s manager.
Preparation tasks: This includes basic action items like assigning equipment requests to IT and human resources, sending welcome emails, and ensuring background checks are complete.
Good new hire preparation includes stellar employee onboarding tasks. Keep your new hire on track with Asana’s employee onboarding template.Free employee onboarding template
The easiest way to create a new hire preparation checklist is to start with Asana’s free new hire preparation template. With Asana, you can add cross-functional collaborators like HR and IT to new hire templates, to ensure every task is completed before your new hire starts.
From there, you can tailor your templates to fit the needs of specific roles—or create several different types of new hire templates for different departments. This helps managers save time in the long run, because they don’t have to think of the tasks they should complete every time they onboard a new individual to their team.
List View. List View is a grid-style view that makes it easy to see all of your project’s information at a glance. Like a to-do list or a spreadsheet, List View displays all of your tasks at once so you can not only see task titles and due dates, but also view any relevant custom fields like Priority, Status, or more. Unlock effortless collaboration by giving your entire team visibility into who’s doing what by when.
Automation. Automate manual work so your team spends less time on the busy work and more time on the tasks you hired them for. Rules in Asana function on a basis of triggers and actions—essentially “when X happens, do Y.” Use Rules to automatically assign work, adjust due dates, set custom fields, notify stakeholders, and more. From ad hoc automations to entire workflows, Rules gives your team time back for skilled and strategic work.
Dependencies. Mark a task as waiting on another task with task dependencies. Know when your work is blocking someone else’s work, so you can prioritize accordingly. Teams with collaborative workflows can easily see what tasks they’re waiting on from others, and know when to get started on their portion of work. When the first task is completed, the assignee will be notified that they can get started on their dependent task. Or, if the task your work is dependent on is rescheduled, Asana will notify you—letting you know if you need to adjust your dependent due date as well.
Start dates. Sometimes you don’t just need to track when a to-do is due—you also need to know when you should start working on it. Start times and dates give your team members a clear sense of how long each task should take to complete. Use start dates to set, track, and manage work to align your team's objectives and prevent dependencies from falling through the cracks.
Google Workplace. Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.
Microsoft Teams. With the Microsoft Teams + Asana integration, you can search for and share the information you need without leaving Teams. Easily connect your Teams conversations to actionable items in Asana. Plus, create, assign, and view tasks during a Teams Meeting without needing to switch to your browser.
Slack. Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. Go from quick questions and action items to tasks with assignees and due dates. Easily capture work so requests and to-dos don’t get lost in Slack.
Zoom. Asana and Zoom are partnering up to help teams have more purposeful and focused meetings. The Zoom + Asana integration makes it easy to prepare for meetings, hold actionable conversations, and access information once the call is over. Meetings begin in Asana, where shared meeting agendas provide visibility and context about what will be discussed. During the meeting, team members can quickly create tasks within Zoom, so details and action items don’t get lost. And once the meeting is over, the Zoom + Asana integration pulls meeting transcripts and recordings into Asana, so all collaborators and stakeholders can review the meeting as needed.
Make the process easy by starting off with Asana’s free new hire preparation template. From there, consider what the hiring manager needs to complete before their new team member even sets foot in the office. Think about what meetings, trainings, and events you’d like them to attend and schedule them accordingly. Make sure to add important cross-functional collaborators such as HR or IT.
Your new hire checklist template should include tasks for everybody involved in bringing on a new employee. This includes the hiring manager, HR, and IT. Information such as manager trainings, key preparatory tasks like assigning hardware, and employment documentation review should all be included in your new hire preparation template.
While spreadsheets are a common way to keep track of information, they’re not the best way to create a new hire checklist template. Spreadsheets make collaboration difficult, because they’re not updated in real time. With a digital work management system like Asana, everyone sees the same information at the same time, which makes collaboration consistent, no matter who is involved.
Work doesn’t stop when someone leaves your team. Learn how to create a transition plan template in Asana so you can keep things moving when team members change jobs.
Organize your good-byes. Employee offboarding checklist templates streamline the process for departing employees and help everyone with the transition.
An effective onboarding experience gives new hires an easy way to track their onboarding to-dos in one place. Set new hires on the path to success from day one with our Asana-exclusive onboarding template.
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