Advice: Looking to create a Global Onboarding SmartSheet

Stephanie Bauder

Currently our organization uses 3 separate sheets (one for each region) to track the status of onboarding our new hires. We capture things like:

New Hire's Name, Start Date, who the offer letter was assigned to, when the OL was created, Drug Screen information, Background check information, etc.

I would like to combine all the regions into one smartsheet but have the tasks grouped into "phases". So Phase 1 may be offer letter support and phase 2 may be DS or additional country documentation collection.

Can you recommend or suggest a template?

Andrée Starå

Hi Stephanie,

Have a look at these two..

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

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

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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