Onboarding plan

Question

Hi, I’m creating an onboarding plan for our organization and I’m wondering how I could get the best out of Personio for this purpose. The ideal situation would be to add onboarding modules in Personio, which could then be marked as completed once they’re done. The Training section is otherwise quite good, but it only allows adding specific training days, not a general onboarding plan. This plan should be applicable to all new hires in general.

Is the Onboarding template the only option for this? We are adding the material to SharePoint, so is the only option to add links in the relevant sections that direct to materials stored in our SharePoint?

Or how have you utilized Personio for onboarding most effectively?

HRJoy · Accepted Answer

Hi - In my view, the onboarding and the goals function both operate as administrative/record-keeping tools, rather than a location that onboarding activities can actually take place.

We have created a onboarding checklist that acts as a prompt to get employees from signing their contract all the way to their first month with the business. However, the employee themself only has a small number of onboarding tasks to complete within the Personio onboarding list, and only one they have joined the business. HR have lots of tasks, obviously, Supervisors have some, and specific functions across the business have one or two items that they are asked to complete for new starters.

So we use it more to make sure we set everything up for the new employee, rather than using it to manage onboarding activities for just the employee, if that makes sense?

Maybe the Goals feature (in Performance and Development) could be used to set the initial tasks, linking to external resources? Or if you aren’t using the onboarding checklist to direct the rest of the business to set up for new employees, it could be used for the employee only - but I don’t think either option is interactive enough to manage various types of onboarding tasks in the way you have described.

Mohamed A · Answer

Hi ​@BoltWorks!Has ​@HRJoyanswered your question? If so, go ahead and select it as the Best Answer so that other community members can find it as well!

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