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📚 New Onboarding Resource: The Smartsheet Essentials Glossary
Hi everyone - I’m Madison, a Product Marketer here at Smartsheet. I’m focused on onboarding and helping new users feel confident using the product from day one. We just released something I’m really excited about: the Essentials Glossary. It’s a simple guide that breaks down the core Smartsheet terms and capabilities new…
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On Boarding Template
I've used the new employee onboarding template. If I am onboarding multiple employees, how do I do so within the current template?
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Track new employee onboarding tasks + workflow
I need to create a Smartsheet to track new employee onboarding tasks. The problem I am having is I’m not sure how I can track them based on hire date and then again by different roles (that has different requirements) I would also like to be able to create a workflow to describe the steps in this process. Does anyone have…
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Register for an upcoming Smartsheet Reporting Webinar!
Are you ready to create real-time summaries of your projects and track their outcomes, effortlessly? Attend one of our upcoming Smartsheet Reporting webinars to learn everything you need to hit the ground running. Register here! What to expect: A thorough overview of Smartsheet reports. Real-time answers to your questions…
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Attend an upcoming Smartsheet Dashboards Webinar!
What if you had everything you needed to visualize your project data, metrics, and KPIs all in one place? Good news — With Smartsheet dashboards, you do! Come learn all about how in an upcoming Dashboards webinar. Register here! What to expect: A comprehensive demo of Smartsheet dashboards. Real-time answers to your…
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Solution Spotlight- New Employee/Provider Onboarding
Hello HLS Community! On Thursday July, 11th @ 10am PST our Solution Engineering team will be putting on a Solution Spotlight on how to optimize new employee/provider onboarding! You can register through this Smartsheet dashboard (no account required) There you will find the registration link, topics, resources, and…
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Multi-Tier Control Center: Onboarding New Employees
Hi, I am hoping someone might have an idea on how I might approach using Multi-Tier Control Center for onboarding new employees for a business with multiple departments. Currently, I have normal Control Center with a blue print and intake sheet, so I can create a new project/onboarding folder for new employees in a single…
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New Employee Onboarding and Ever boarding workflow in Smart Sheet
I wanted to share that our higher education division (3 units) needed a global system for onboarding and ever boarding so I created a system containing a task list, 3 dashboards (one for the supervisor, one for the employee, and one for systems), a short new employee form, along with automation and alerts for 3 time frames…
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New Employee Onboarding - Forms
Hi - I'm using the Employee Onboarding template set. I want to set up a form within the sheet that managers can fill out with the applicable info: Employee Name Manager's Name Start Date Job Title I want these to populate directly into the sheet from the form The challenge is, because these are row and not column entries,…
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Smart Forms Templates
Is there any Smart Forms Templates that can be used? I wanted to make a smart form that allowed the easy use of Contractor SOW form or something similar to it. I wanted to be able to have contractors fill it out and state their information such as, certifications relevant to work being completed, personnel on site during…
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Does anyone have a solution for tracking occupational health information?
I'm looking for a solution to use forms for collecting employees' vaccinations and other occupational health requirements for employment. Different from the current templates that help track pandemic items. We need to be able to send a form during employee onboarding to request that the candidate submits their vaccination…
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Onboarding Template Questions - HR
Hello! Has anyone used the Onboarding Template for New Hires in Smart Sheet. We are trying to figure out the easiest way to duplicate the sheet for new hires and have them all roll in to one dashboard. We noticed another user commented that using the Project Template worked for him for onboarding new hires. How are you…
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Onboarding Spreadsheet Help
Hi there, I am creating a new employee onboarding spreadsheet to assist our new hires in getting familiar with the company and have come across a roadblock. I want this spreadsheet to be reusable for different employees as they start in a department. I want it to function similar to this link at the bottom where it creates…
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Dynamic View Tricks for Common Painpoints
I've been using Smartsheet's Dynamic View to streamline and automate workflows in my organization, which has led to stakeholder onboarding that has scaled to a large group of external users. There are common complaints that have surfaced from both new and existing users, which makes me curious about workarounds the…
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Organizational Charts
Has anyone made an org chart in Smartsheets?