Automating Employee Onbaording

Digital Employee Onboarding

Onboarding a new hire is a tough process considering the multitude of applications and resources people need access to for their job role. It's very easy to forget a step, grant too much or too little access, or worse.

To prevent a security breach and an unprofessional experience for your new employee, you should employ some form of automation. If you're looking for the perfect CRM for this process, look no further than Super Easy CRM. With some light configuration you can get employees the access they need with the click of a button.

How does onboarding automation work in your CRM?

To build a great digital employee onboarding process in Super Easy CRM, you'll need to build Task Templates. These templates will be the blueprint for the perfect employee onboarding experience. Each template will consist of the following attributes.

  • A triggering ticket status - This is the event you want the application to listen out for. It's a status of your choosing that can be selected from the ticket creation screen.

    Triggering Status in Super Easy CRM
  • A list of tasks - These are the tasks you need completed for your new employee (grant admin access to Super Easy CRM, send welcome gift card, etc). Task List from Ticket in Super Easy CRM
  • The task assignees - This is where you'll designate the individuals or department that will be responsible for completing the task.

If you need some help coming up with the onboarding tasks, I built this simple yet effective tool to help you get things organized. To get started, simply enter the resources, applications, and training new hires will need when they come aboard.

Next, hit the 'Generate Task List' button and a task list will populate right before your eyes.

    To make things even more efficient, you can take the tasks generated by your onboarding ticket and put them into a workflow. Within Super Easy CRM, a workflow is treated like a mini project. Similar to projects, they contain a group of related tasks, assignees, and deadlines. But, they don't have a project charter, formal scoping, budget, and other formalities traditional projects have.

    Workflow tips and tricks

    Follow these tips and tricks to make the most of Super Easy's task management and workflow automation.

    • Build Milestones for onboarding tasks - Milestones are important in your CRM as they not only help guide your tasks through their life cycle but also assist users in taking action to ensure tasks are completed in a timely fashion.
    • Utilize queues - In tech, we often use queues to divide the workflow up and ensure the people with the appropriate skill sets get assigned the right tasks. This works for non-technical industries as well.
    • Track completion times - Each task you create comes with a metric to track how long it took to complete it. Keep in mind, this metric relies on users to consistently mark tasks as completed when they finish them.
    • Use CRM calendars to schedule training sessions - You can use the calendar within Super Easy CRM to track meetings and schedule trainings with new hires. Keeping tasks, projects, and meeting in one place can a great way to track the team's workload.

    Once you've got everything set up for the new hire, it's time to move on to the obligatory awkward introductions and "team building" exercises. To make these less of a drag, I've put together some super fun team building game ideas and ice breaker questions.

    Matt Irving is the CEO of Super Easy Tech, LLC.
    Matt is the CEO of Super Easy Tech and creator of Super Easy CRM. He is a passionate software engineer, tech blogger, and gamer. Feel free to connect on any of the platforms listed below.

    Posted by: Matt Irving on 6/24/2024