Simplest way to update staff on onboarding tasks

Zachary Mitchell

My organization (a small physicians office) is creating a new onboarding check list via smartsheet. We want to update the staff on certain tasks they need to complete for new staff members going through the process. I've considered a few options but wanted to ask if anyone had an idea on how to do this. Thanks

Andrée Starå

Hi Zachary,

Have you looked in the Solution Center?

This one might help?

https://www.smartsheet.com/marketplace/template-set/new-employee-onboarding

Would that work?

I hope that helps!

Have a fantastic day & Happy New Year!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Mike L.

I'm a bit behind you on this but need to give onboarding some significant attention. Right now our process is a mix of:

1) go see this person to find out what you need to know

2) feel free to ask any questions

3) no written documentation

I'm curious to know how you tackle this either with a sheet, or form. If you use any automation and if there are any approvals in your process.

Brianne Laird

Hi @Zachary Mitchell

The new Healthcare Community Group is now live! This group is a space for all things Healthcare and your question sounds like a great use of a discussion post in the group. I encourage you to ask questions, share use cases and collaborate with others in your industry. We will also have some excited healthcare-related updates being announced in the Healthcare Community Group very shortly.

Please let me know if you have any questions about the new group!

-Brianne Laird

Customer Success Manager, Healthcare