Duplicate this first before you do anything else! ⤵️

Team Member Onboarding Roadmap [Template]

<aside> <img src="/icons/new-alert_purple.svg" alt="/icons/new-alert_purple.svg" width="40px" /> INSTRUCTIONS

1. Duplicate the Team Member Onboarding Roadmap [Template]

• Click on the 6 button

  

• Then click Duplicate

2. Change the name from “New Team Member” to your name as well as on all pages inside (i.e. [Name] Onboarding) see John Smith Onboarding Roadmap as example.

• make sure to delete the word [TEMPLATE]

3. Once done, move your personalized Team Member Onboarding Roadmap [Template] to this database and add it to the appropriate status (i.e. Admin, Company, Tasks, Done).

All newly hired team member’s onboarding roadmap must be added to this Onboarding New Team Member database to start their onboarding process.

</aside>

Onboarding New Team Member Database

Onboarding New Team Member