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Templates New Hire Onboarding

New Hire Onboarding

This template goes through a process of onboarding a new hire to the organization. Certain approvals are needed like moving forward with the resume and clearing a background check.

New Hire Onboarding

This diagram was created on Mar 4, 2021 4:00 PM and was last updated Mar 8, 2021 9:36 AM.

1.
Resume

Assigned to New Hire

This is the resume of the New Hire which should include all of the relevant information for kicking off the onboarding process:

- Name
- Phone
- Email
- Address

Links to 2. Send resume to start onboarding

2.
Send resume to start onboarding

Assigned to Project Manager and Hiring Manager
15 mins

The PM will send the resume to the Hiring Manager.

Linked from 1. Resume
Links to 4. Begin onboarding?

3.
Meeting to explain rejection

Assigned to Hiring Manager, New Hire and Project Manager
15 mins

If the New Hire is not approved for any reason the Hiring Manager will schedule some time to explain the rejection to the New Hire. Please include the PM into this meeting if available.

Linked from 4. Begin onboarding?and 1 more

4.
Begin onboarding?

Assigned to Hiring Manager

Are we ready to begin the onboarding of this New Hire?

Linked from 2. Send resume to start onboarding
Links to 5. Send onboarding forms

5.
Send onboarding forms

Assigned to Personnel Specialist and New Hire
15 mins

Send the onboarding forms to the New Hire's email.

Linked from 4. Begin onboarding?
Links to 6. Onboarding Forms

6.
Onboarding Forms

Assigned to New Hire

These are the Onboarding Forms that were sent by the Personnel Specialist.

Linked from 5. Send onboarding forms
Links to 7. Complete onboarding forms

7.
Complete onboarding forms

Assigned to New Hire
1 hr

The New Hire will complete the onboarding forms.

Linked from 6. Onboarding Forms
Links to 8. Completed onboarding forms

8.
Completed onboarding forms

Assigned to New Hire

These are the completed onboarding forms.

Linked from 7. Complete onboarding forms
Links to 9. Run background check

9.
Run background check

Assigned to Personnel Specialist
1 hr

The Personnel Specialist will take the information collected in the Onboarding Forms and run a background check on the candidate.

Linked from 8. Completed onboarding forms
Links to 10. Background check cleared?

10.
Background check cleared?

Assigned to Personnel Specialist

Did the background check come back clear? If not, please move to schedule a meeting to discuss the issues with the New Hire.

Linked from 9. Run background check
Links to 11. Schedule fingerprint appointment

11.
Schedule fingerprint appointment

Assigned to Personnel Specialist and New Hire
30 mins

Your meeting's description here...

Linked from 10. Background check cleared?
Links to 12. Complete fingerprinting

12.
Complete fingerprinting

Assigned to New Hire and Personnel Specialist
2 hrs

Your task's description here...

Linked from 11. Schedule fingerprint appointment
Links to 13. Schedule smart card appointment

13.
Schedule smart card appointment

Assigned to Personnel Specialist and New Hire
30 mins

Your meeting's description here...

Linked from 12. Complete fingerprinting
Links to 14. Pick up smart card

14.
Pick up smart card

Assigned to New Hire and Smart Card Office
1.5 hrs

Your task's description here...

Linked from 13. Schedule smart card appointment
Links to 15. Onboarding Complete

15.
Onboarding Complete

Assigned to New Hire

Your milestone's description here...

Linked from 14. Pick up smart card

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