Hey, super interesting post thanks for sharing.
Here, at monday.com we started building our R&D onboarding templates for each one of our department using dedicated boards.
Our onboarding process is split into 3 different boards.
Manager onboarding template - Used by the manager, trainer, and HR
This board has 3 main goals
- Provide instructions and guidelines for how to build the employee onboarding board based on another template - Such as how to choose the first tasks, which person should the employee meet, what kind of videos should be part of the onboarding and so on.
- Provide instructions for the manager for guidelines about the onboarding that must happen in order to emphasis. For example - Since we care about being connected to data and events, we want to make the manager talk with the employee about one of his feature in terms of data.
- Contain checkpoints of feedback both by the HR, employee, and manager in order to give us feedback how the onboarding process works.
The template is based as a calendar for the first 3 months of the employee in which the manager should put the employee arrival data and then using dependency automation it synced all of the events that must happen relatively to the arrival date. Then using notification automation we make sure to get notified when something isn’t complete.
Employee onboarding template
Used by the employee and contains all the setup needed, materials such as videos, and the tasks that must be filled by the manager before arrival.
Another important part of the board that it includes knowledge items that the employee should learn during the first 3 months. This in order to be transparent on what we expect to learn during these months then it can be basis for communication of progress and expectation by the manager in order to see where and how we can help in the onboarding professional knowledge.
The template includes the first 4 weeks for the employee and split to 4 different kinds of items: Setup, Task, Learning, Knowledge. Also includes link for relevant resources.
Domain onboarding knowledge and resources
Till now, the above boards were generic for developer in the company. But we want to define levels of knowledge for each of our R&D teams based on 3 levels (Each level for each month in the onboarding) per domain (automation & integration, mobile, data, etc)
So we have another board for each domain that helps defined these levels of knowledge with domain’s relevant videos or other resources.
Here is an example for our platform team domain levels
Would love to get feedback, since it’s a work in progress and we continue improving it all the time.