TeamEvo

    Employee onboarding

    An onboarding plan for a new hire

    Tasks, courses and meetings are assembled into one program. HR assigns it to the new employee, and the new hire, the manager and colleagues each see their own steps and deadlines.

    Seven assignee rolesDeadlines from the start datePreview before launchProgress for managers
    app.teamevo.co/main/learning/program
    7Kate Ellis

    Programme · Employee onboarding

    First 30 days, Anna

    4 of 7 steps
    Fill in your profileTaskEmployee · day 1
    Accounts and equipmentTaskIT · day 1
    Meet your managerMeetingManager · day 2
    How the company worksLearningEmployee · day 3
    Coffee with your buddyMeetingBuddy · todayToday
    How the first week wentCheck-inUnlocks after the coffee with your buddy
    Information securityLearningUnlocks on day 8

    The life of one onboarding program

    1. 1

      Start from the system template or from scratch

      A five-step system onboarding template, or your own program built from nothing. The template supplies a draft and has no further link to it.

    2. 2

      Steps and deadlines

      In the builder, steps form a chain: the next one opens when the previous is completed or on its own date. Drafts save with a revision check, so two open tabs do not overwrite each other.

    3. 3

      Preview on a real employee

      The dry run shows one person's timeline with real dates and participants, and writes nothing to the database. A missing manager in the org structure shows up here rather than on the employee's first day.

    4. 4

      Launch in one transaction

      Publishing the version and creating the route happen together. A second click returns the route that already exists instead of creating another one.

    5. 5

      Confirmations and reminders

      The employee closes their own steps in the portal and the manager closes theirs. A reminder goes to the step's assignee three days before the deadline, one day before, and once it is overdue.

    What already works

    Launch onboarding from one screen

    HR picks the employee, the reference date, the buddy and the text of the role-specific part. The system applies the template, substitutes the role segment by job title, finds the manager in the org structure, and creates a published version together with a running route.

    One transaction with an idempotency key: a repeat click creates no second program

    System template for a new hire

    Five steps with named owners: check access and the workplace, learn the company and its working rules, meet the buddy and the team, cover the basics of the role, and align expectations with the manager.

    Five steps, three of them assigned to the buddy or the manager rather than the new hire

    Program builder

    A full-screen editor: dependencies between steps, a deadline counted from the start date or from the opening of the previous step, and the audience of the role-specific part. The step types available on screen are a course, a task, and an alignment with the manager.

    Four ways to set a step deadline, including a fixed calendar date

    Audience from the org structure

    A program, or a single step within it, is addressed by department, job title, location, or a named list. The common part of the program is one per company; the role part is substituted by job title.

    The audience is recalculated at assignment and then frozen into the route

    Auto-launch enabled after a preview

    Besides manual assignment there is a policy: a one-off run, a run at a scheduled moment, or a run triggered by a learning event. Before it is switched on, the policy shows how many people it would capture and how many of them are blocked.

    The enable button stays disabled while the preview shows blockers

    The employee's onboarding timeline

    The learning portal home page shows running programs with progress, status, the nearest action and its date. A step with a self-confirmation closes there. Programs where the person takes part as a manager or a buddy appear too.

    The onboarding plan sits in the same place as the courses

    Program steps in the Team section

    For each direct report, the manager sees the phase, the scenario, overdue items, the reason for a blocker, and the action waiting on the manager themselves.

    The projection is a separate toggle and is off by default

    Eight separate program permissions

    Viewing, creating, editing, publishing, assigning, running routes, managing templates and viewing analytics are separate rights. The learning administrator role receives them as a set.

    Onboarding can be run by someone who holds no workspace owner rights

    Reusable company templates

    A published program is saved as a workspace template and becomes the basis for the next ones. Updating the template leaves already running routes untouched.

    An employee finishes the revision they started on

    Frequently asked questions

    TeamEvo onboarding helps set up the portal and find your way around it on first sign-in. Employee onboarding is a company program of its own, with tasks, courses, meetings and deadlines.

    Related TeamEvo capabilities

    Mentoring in the onboarding programMentor and buddy as step assignee roles: who to name and what they answer for.TeamEvo onboardingA different subject: the first-run wizard for the workspace owner and the employee.Learning and LMSCourses, assignment by audience, and the learner portal the program steps attach to.Course builderWhere the material that becomes an onboarding step is assembled.TeamEvo for HRHow onboarding connects to the rest of the HR processes in the portal.A new-hire first-week checklistSeven questions a first week should answer, and a plan that answers them.PricingEvery module in one plan, free up to 20 employees.

    Build an onboarding program

    Assemble the steps in the builder and preview the route on a selected employee before anything is created.

    Create a free portalSee mentoring