What's the best way to go about creating an employee onboarding process?

Sarah Ferguson

I'm new to SS and have downloaded the template set for onboarding new employees - I'm just not sure if it does what I'm envisaging or whether it's actually possible, so would really appreciate some helpful advice.

Our company has 6 offices. When a new employee starts at the company, the HR department send out a notification email to a group of people (let's call them 'Admin') located in the various offices. The Admin group then in turn follow a list of tasks - the IT Admin person organizes the setup the computer equipment, the Marketing Admin organizes business cards and website info etc...

Some of the tasks have to wait on other tasks being completed - this usually means Admin members chasing other Admin members for the info.

I am therefore wanting to setup a SS which will provide automation and simplify some of these steps.

This is what I have in mind:

1. A Form will be completed by the HR department with details of the new employee.
2. The new employee's details will populate into several sheets - a sheet for each Admin member, who has a list of tasks to complete (preferably a separate sheet for each new employee).
3. Dates will be calculated on these tasks - sending alerts/reminders. Some cells will be linked between sheets, so that information can be shared.
4. The dashboard will provide a running total of each Admin member's progress for each new employee.

I hope this makes sense - if not, please feel free to ask questions.

I look forwarding to hearing back.

Many thanks! 😊

Andrée Starå

@Sarah Ferguson

Happy to help!

Please see my comments/answers below.

Just so I'm clear - each time the form is completed, a row would be added to the Master sheet containing the new employee's information.

[Andrée Starå] Yes

Then each new row in the Master sheet would copy to a row in other sheets (IT Task sheet; Marketing Task Sheet; etc)?

[Andrée Starå] Yes

If I save each Task sheet as template, will a separate sheet be created for each new row appearing in the Master sheet?

[Andrée Starå] No

Each Admin member would have their own separate task sheets for each new employee.

[Andrée Starå] Ok. they would need to be created manually.

Make sense?

Would that work?

Andrée Starå

Hi @Sarah Ferguson

Yes, that makes sense.

There are a few different ways to structure a solution.

Master Intake sheet that distributes by copying the row to the other sheets and then is linked back again to get notes and more.

Master Intake sheet connected to the other sheets so the information is added but can't be edited. We could still link back additional information as notes to the Master.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Sarah Ferguson

Many thanks @Andrée Starå for your quick response! 😊

Just so I'm clear - each time the form is completed, a row would be added to the Master sheet containing the new employee's information. Then each new row in the Master sheet would copy to a row in other sheets (IT Task sheet; Marketing Task Sheet; etc)?

If I save each Task sheet as template, will a separate sheet be created for each new row appearing in the Master sheet?

Each Admin member would have their own separate task sheets for each new employee.

Andrée Starå

@Sarah Ferguson

Happy to help!

Please see my comments/answers below.

Just so I'm clear - each time the form is completed, a row would be added to the Master sheet containing the new employee's information.

[Andrée Starå] Yes

Then each new row in the Master sheet would copy to a row in other sheets (IT Task sheet; Marketing Task Sheet; etc)?

[Andrée Starå] Yes

If I save each Task sheet as template, will a separate sheet be created for each new row appearing in the Master sheet?

[Andrée Starå] No

Each Admin member would have their own separate task sheets for each new employee.

[Andrée Starå] Ok. they would need to be created manually.

Make sense?

Would that work?

Sarah Ferguson

Thank you @Andrée Starå - that's cleared things up for me.

Much appreciated! 😊

Andrée Starå

@Sarah Ferguson

Excellent!

You're more than welcome!