When we think of fancy onboarding processes, we often think we need fancy tools or software. Asana, JIRA, and Basecamp are all great tools, but they are also expensive and for some, require training to use. I suggest simply using what your team is familiar with.
Back in 2017, there were few tools that all of our team members had access to, except Google docs – so that’s where we started.
Our first onboarding checklist was a Google Doc that listed out the need-to-know details for all our platforms, as well as information about our culture.
Eventually, our checklist grew so long that new hires started missing items at the end of the doc. When I gathered feedback to inquire, I discovered that without the ability to actually “check items off a list”, it was hard to keep track of what was done and what wasn’t.
By this time, we had onboarded all of our team members on Trello, another popular and free task management software/web app, and after some Googling, I found Trello’s New Hire Onboarding Template. This was a game-changer for our team as it was an intuitive platform (even for us non-tech folk) and was visually easier to digest than a Google Doc.
For the longest time, we even kept the same headings as the pre-made template until we eventually created a Google Site to host all of our culture related information.