Please enable JavaScript.
Coggle requires JavaScript to display documents.
Onboarding Life Cycle - Coggle Diagram
Onboarding Life Cycle
Stage One
: New Hire Accepts
Escalate IT ticket
Inform Hiring Manager and executive management of acceptance
Set up new hire in Bamboo
Schedule meeting with the hiring manager and project team members (typically happens 2 weeks before start date)
Schedule meeting with Hiring manager
WHO is involved?
Talent Acquisition team: Sharry, Rae
Hiring Manager/Direct manager of the new hire
Project team for the new hire
IT/Security team: Collin and Justin
Executive team
Checklists
TA
Stage Five
: Final Review (by EOM)
Benefits: Shared Services team/HR team
Payroll
Check that Newhire has access to paychex
PTOs loaded
Check that NH has keys and appropriate access
Send EOM Onboarding Survey
EOM Docs in Bamboo
Checklists
TA, Dev, SDT, Cecilia/Payroll
Stage Four
: New Hire Starts
Day 1
Review OB agenda with New Hire
Position onboarding/project onboarding with team
Welcome lunch
HR Onboarding and Intros
Benefit overview
HR EOD check ins
Bamboo
Signing completed docs on Bamboo
Escalate new hire paperwork to appropriate parties
Submit Docs that need to be in by EOD
Week One
Continue HR EOD checkins
Set up 90 Day progress checklist
EOW Documents are submitted
Paychex
Checklists
TA, Dev, SDT, Cecilia/Payroll
Personal Development training (behavior and cultural expectations)*
TA Manager
Resource Managers
Stage Two
: Planning
Departments/Managers:
Engineering: Collin, Adam, Pat, and Jules
Service Delivery: Dayna
Shared Services/HR: Caroline and Sharry
Project Onboarding Checklist?
Work with PMs and Tech leads to come up with general checklist
Existing Projects
New Projects
Access to Client systems and time tracking
Actions
Schedule new-hire planning meeting one week prior to start
Checklists
TA, DevSecOps, Dev
Stage Three
: Setup
Shared Services/HR
BambooHR
Customize pre-onboarding checklist (1 week before start date)
Explain COVID mask policy
Send out Pre-onboarding Checklist
Update new hire team board
Marketing
Post new hire summary on team board
Quickbooks
DevSec Ops
New Hire Welcome Packet
New hire setup
Accounts
Software
Hardware
Mail out equipment (if remote)
Workstation (if in )
Ruddr
Checklists
TA, DevSecOps
Stage Six
: First Year Progress
First Year Performance Review and Check-ins
SOP Standard performance review
Shared Services checks in with manager at the end of new hires first quarter
Check in with Hiring Manager for Annual Performance Review one month prior to anniversary
Checklists
TA, Dev, SDT