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Build a new hire onboarding plan from BambooHR

Dash reads the new hire's start date, role and manager from the HR system, builds the first two weeks as a dated plan with an owner on every item, and holds it for the People lead to approve before anyone is assigned.

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9:41
#people-ops 12 members
Morgan
Morgan
@Dash we have a support engineer starting on the 8th. Build the onboarding plan.
Dash
Dash App

Pulled the record from BambooHR: support engineer, starts Monday 8 September, reports to the support manager, remote, London.

Week one
  • Day 1 · laptop and account provisioning · owner: IT
  • Day 1 · welcome message and channel invites · owner: People
  • Day 2 · product walkthrough · owner: support manager
  • Day 3 · security and compliance training assigned · owner: People
  • Day 4 · shadow two live tickets · owner: support manager
  • Day 5 · first solo ticket with review · owner: support manager
Week two
  • Escalation path and on-call briefing · owner: support manager
  • Meet the three most-contacted account owners · owner: People
  • End of week two check in · owner: Morgan
Two things the record does not answer. There is no equipment order logged, and the 8th is a UK bank holiday in Scotland but not England, which matters only if the start location is wrong in the record. Worth confirming both before I assign anything.
Morgan
Morgan
Location is right. Order the laptop and assign it all.
Dash
Dash App

The laptop order writes to the IT system, so it needs approval before I place it. The request is drafted with the standard support engineer spec and is waiting on you.

The plan itself is assigned: 9 items, 3 owners, all dated. Each owner has been told only about their own items.

+ Message #people-ops