Employee Onboarding tips and tricks

Hi Has anyone setup employee onboarding in wrike - how did you setup, any tips, tricks etc would be helpful = were using wrike currently for projects and are looking at setting up a HR work space for employee onboarding and support

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I’m a new employee and my organization’s approach to on boarding is “learn as you use” and I’m still learning!

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Hi Linda, please have look at this article, it might be helpful: [Use Case Marathon] Week 5 - Employee Training Program & Onboarding ✅ – Wrike Help Center

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Fabulous thanks Florian

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Hi Linda, I was going to point you to the same article as Florian as I have a comment on our approach to onboarding in the comments section.

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We've been running our onboarding through Wrike for a few years. Here are some things that have helped. 

  • Create an Onboarding user group to let your onboarding team know when certain items are ready - phone number, email, first day etc. 
  • We also have a task that is specifically to let everyone know when the new team member's email has been created. When it is completed, it sets off dependancy bots and an auto bot that reads "This new employee's company email has been created, you may now begin issuing logins" 
  • Make it fun. Kenny Logins is my favorite onboarding pun. "Please issue the following Kenny Logins: " 
  • I've noticed that when managing a project that touches on MANY different business units, easy access is key. We have no subtasks and our project will look the same (list view order) if viewed by title, priority, or date. 
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[LINKED] For regular users, I send this:

Check out the following Interactive Wrike training videos. Below are just a few of many that Wrike offers free with your account. They are great hands-on basic training videos to introduce yourself to Wrike.

#1: 101 Welcome to Wrike 

Duration: 10 minutes

Course Description: Imagine you get into a Lamborghini, and you do not know how to drive. That is kind of how it feels to work in Wrike for the first time. You might ask yourself: What am I doing here? How do I begin? Will I screw anything up if I click this button? This is the place for you to begin your journey to Wrike mastery.

Objective: By the end of this training, you'll be familiar with navigating Wrike and have enough information to explore the Workspace.

What you will do...

  • Understand the building blocks of Wrike
  • Create, find, and do work in Wrike
  • Explore the views
  • Master the basics: task creation and communication

______________________

#2: 201 Control Your Email Notifications

Duration: 8 minutes

Course Description: Emails can help let you know when something's happened, but maybe you don't need to know about all changes. Can you turn off some email notifications or is it all or nothing? What happens if you change your mind and want emails later? Can you get notifications somewhere other than email? Let's fine-tune your Wrike email settings.

Objective: By the end of this training, you will be able to optimize your notification settings.

What you will do...

  • Edit and update your email notifications
  • Understand which notifications can be turned on/off

______________________

#3: 203 Use a Personal Space

Duration: 10 minutes

Course Description: Sometimes you need a place for yourself. A place to capture ideas and/or tasks that you need to keep track of. A place to store your ad-hoc meeting notes. Maybe you are working on a side project that isn't related to your team's work. This is exactly why there is a Personal Space in your Wrike account, and we will show you how to utilize the Personal Space to the best of its abilities.

Objective: By the end of this training, you'll be familiar with Wrike's Personal Space feature.

What you will do...

  • Understand how Personal Space in Wrike works and why it can be beneficial to use it.
  • Understand what type of subfolders and tasks to include in your Personal Space.
  • Learn how to sort tasks inside of your Personal Space.  

______________________

#4: 204 Stay on Top of Work

Duration: 10 minutes

Course Description: Work multiplies. It gets piled on top of. One email turns into ten. A meeting results in seven action items. There are fires that always must be put out, not to mention your normal to-dos. Everything must get done...but how do you do that when it's a constant and overwhelming barrage? How do you manage your work instead of drowning in it? Answer: You organize and conquer. Set up Wrike so you know what must get done when it's going to get done, and who is going to do the work. Begin this course and start conquering.

​Objective: By the end of this course, you will be able to easily see what work you need to do, see the status of work you requested be done, and plan when to do work.

What you will do...

  • See and respond to ad-hoc work and updates.
  • Create a Dashboard to see all the work you must do.
  • Plan when to do the work you need to do.
  • Keep track of the work you requested to be completed.
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Jessi Beamer Thanks! Just copied and pasted your text and added links to the courses for our new employee.

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I've created project templates for onboarding based on role with tasks that link to trainings (or require live trainings to be scheduled) and entries in our resources library. The process could benefit from more automation, though - I like the idea of request forms in this regard.

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Great tips here, thank you everyone for sharing!

I also can recommend checking this Community post with Wrike Discover courses for getting started and building up more Wrike skills. Additionally, we have regular webinars called Wrike Basics for New Users (recording available), ideal for onboarding new team members. I'm happy to help if you have any questions 🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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Aside from having a General Onboarding Training - we also set up a knowledge base to support our teams - here's how we did it

5 Simple Steps to Creating the Best Knowledge Base for your Team

 

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Thanks for sharing Sherrie Besecker 🙌🏼

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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We are in the process of setting up templates/request forms/spaces for onboarding a new user into Wrike. I am loving these comments and will be putting some of this into our template! Thanks!

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Great to hear that Devree Czupinski, don't hesitate to let us know if you have any questions 😊

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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