Setting up and editing new hire packets

Save time by preparing the arrival of new colleagues!

First, let's take a look at what a new colleague actually sees when the pre-hire packet arrives in their email:

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You work with the preparation of information for newcomers in the section Users / New hire packets. Similar to Onboarding, you work with templates for the new hire packet.

The template is divided into 4 parts:

  • Information on the day of arrival
  • Personal data to be filled
  • Custom fields to fill
  • Introducing the team's rookie

Consent to the GDPR is also a mandatory part, because at the time of filling in the information, you probably will not have signed a contract with the new colleague, or consent to the processing of personal data.

We have some tips for filling it out below:

It is not necessary to fill in information about the date or place of entry or a contact person in the template (unless you have a fixed one for welcoming newcomers).

On the contrary, you can do more work with the texts How the first day at work will go and Further instructions. The probability that this information will remain the same is quite high.

If you would like to alternate the texts by department, for example, prepare several templates. It will speed up the preparation and clearance of new colleagues tremendously!

If you are an international company, then you will probably need to prepare templates in different language versions.

In the custom fields selection, all custom text, number, and date fields that you have active will be displayed.

Let the newcomer fill in the questions, which can serve well as a quick introduction and "communication guide". Here, too, there are no limits to creativity. Other colleagues will then see the answers to these questions in the New Colleagues section of the main desktop app.

Finally, don't forget to save the template!

Now have a look at the article on how to send a template to new colleagues.