<aside> 💡 Use this system to manage the onboarding of new team members.

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Article 📄

Introduction

This article guides users on how to utilize the New Team Member Onboarding base in Airtable. This base is a simplified version of the Project Management System. Its primary objective is twofold: Objective #1 is to streamline new team member onboarding, ensuring nothing gets overlooked in the process. Objective #2 is to create a great first impression with each new team members that joins our team. Let's delve into how this tool can enhance first impressions and foster a smoother onboarding experience.

Using the New Team Member Onboarding Base

Creating an Onboarding Plan

The first step involves the creation of a comprehensive onboarding plan. This plan is the bedrock of the onboarding process and helps outline tasks and expectations for new team members.

Setting up a View for the New Team Member

Once the onboarding plan is created, a specific view for the new team member should be set up. This view provides them with a clear picture of their onboarding process and what's expected from them.

Sharing the Link

After setting up a view, share the unique link with the new team member. This link grants them access to their personalized onboarding plan. Sharing the link is an important step in making sure that all necessary information is accessible.

By following these steps, the onboarding process becomes much more manageable, ensuring the new team member has an engaging and comprehensive introduction to the team.

Conclusion

Effectively using the new team member onboarding base in Airtable can greatly simplify the onboarding process and reduce the risk of overlooking important tasks or information. This ensures that new team members have a positive first experience, setting the stage for successful team integration.

Video 🎥

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