I’ve looked through the other questions here and I don’t think I see the answer I’m looking for.
We’re looking to develop a better new employee onboarding process using monday. This would entail the hiring manager filling in a form that inputs information like: start date, which inboxes and applications the new hire should have access to, who they report to, etc.
When that form is completed, I’ve set up a process to create a new board from a template. This board includes all of the various onboarding tasks with a timeline for completing them. Each task is its own pulse.
What I’m wondering is if there is a way to use the information that is filled out in the form to populate any of the information in the onboarding board. For example, if the manager says the start date is March 1, can that date be updated in the start date column in the onboard board? Or if it says they need access to our social media accounts, can that already be checked in the new board. I’ve played around with various automations to do so, but haven’t figured out a way to accomplish this.
I’d really appreciate any suggestions!