[Use Case Marathon] Week 5 - Employee Training Program & Onboarding โœ…

Hello Community ๐Ÿค—

Itโ€™s Wednesday again, and itโ€™s time for the next use case marathon post!

This week, weโ€™re discussing how best to manage employee training programs in Wrike.ย 

Real-life example:

You work in the HR department or manage a team and you need to create a template to manage onboarding for new employees. This can be done by templatizing the process in Wrike and adding all the necessary steps, instructions, and resources needed for the new hire. It also helps new starters to get used to using Wrike from day one and ensures that everything work-related is on the platform. Remember, if itโ€™s not in Wrike, it doesnโ€™t exist ๐Ÿ˜Š

Employee Training Program & Onboarding Setup

You can start by creating a training checklist template to onboard new team members more efficiently. Make sure you store all information including forms, information about benefits, training material, etc. in one place and set clear expectations about when to get things done by using assignments and due dates. Use Wrike to check in on their progress with dashboards and reporting and maintain communication/coordination as part of their onboarding and training. Use the template and project framework for every new hire so you donโ€™t have to reinvent the wheel each time.

What functionality is being used:

  • Folder Structure
  • Tasks & checkboxes
  • Blueprints
  • Dashboard
  • Custom Fields
  • Reports
  • Request Forms
  • Automation

ย 

Are you using Wrike to onboard new employees? If yes, please share your setup in the comments! ย 

If you donโ€™t do that in Wrike, but would like to learn more about how this could benefit your team, please also let us know in the comments below! ๐Ÿ‘‡

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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We use a request from when a new member joins our team. The request from adds this member to our team list and the requestor suggests what training this new member will need. Based on the training request the task created is assigned to people responsible to delivering training. The responsible people then check off in the description of the task when they have completed their training task. I am sure we could automate what should be assigned to new members based on their role but we have not taken it that far yet.

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We are not currently using wrike in this way... but I wish we were!

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As a new employee I was totally lost inside of Wrike. I found that by using Wrike daily I was able to learn how it works.

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While we don't officially onboard all new employees in Wrike we are working on a form and a blueprint for new associates that will be using Wrike to learn about Wrike.ย 

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Thanks so much for sharing your setup Kevin Thalacker, so useful!ย 

Kelly-Anne Slattonย Can I ask if you have any blockers to bringing the onboarding into Wrike?

Heather Hernandezย I'm glad to hear that you feel comfortable with using Wrike now ๐Ÿ˜Š

Devree Czupinskiย Got you! I'm sure that other Community members will be sharing tips and tricks here, so you might rethink your onboarding process ๐Ÿค—

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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We are just about to incorporate a Wrike onboarding training project along side the internal onboarding process.ย 

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For Wrike training specifically, I wish there was a form of interactive training specific to collaborator licenses. Basic training of how to understand Wrike and look at an inbox, what they can and canโ€™t do in Wrike.

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Thank you for sharing Elizabeth Kennedy Bayerย ๐Ÿ™Œ

Jessi Beamerย Could you please check out the video here and let me know if it can help?ย 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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We are not currently using Wrike like this... this is however something I feel would be very beneficial!

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This could be a really useful tool to streamline onboarding for us - I'll share the idea!

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I feel this would be very beneficial!

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Hi Lisa,

what is automation used for in your example?

Florian

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Hi again, everyone! ๐Ÿ™Œ Thanks a lot for your interest, I'll be letting your Customer Success Managers know in case that can further help you with the setup ๐Ÿ‘

John Quirkeย Welcome to the Community! ๐Ÿ‘‹

Florian Kislichย For example, I find it really useful for the engine to send a comment and a mention once all the training tasks in the project template are completed.ย 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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I actually started trying to come up with a training program for Wrike - in Wrike last week.ย 

Problems I encountered -ย 

- Wrike training uses the old version in the course I looked at - so was not helpful as we wanted to on-board using the new experience

- for some reason my "Wrike Assist" looked different to the new person - so some of the Wrike Fundamentals I suggested they view were not found....ย 

I must admit I looked for the On-boarding template I'd seen mentioned previously - and didn't find one (I now know it's called Knowledge Base - but that didn't help me last week)

ย 

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Request Form that automates a task for user setup, including reminders to add the new hire to the team's dashboards, custom fields, request forms and blueprint assignments.ย  It also automates a task I assign to them with recommended training courses on the discover.wrike.com portal.ย  We're working to build it out with a blueprint of each team's onboarding training that we can also assign the new hire.

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Hello Meredith Selden, we have a similar process for our team onboardings as well for our team here! Blueprints are definitely a great function to utilize especially if you have regular hires. Thanks for sharing your practice ๐Ÿ˜Š

Hi Debbie Brownlie, all Wrike Discover courses have the option to select New Wrike Experience at the beginning of the course. It should look like this:

If they select the "Yes, my Wrike workspace resembles the screenshot above!" their courses will be in the New Wrike Experience mode.

Alternatively, we have regular webinars for Wrike Basics for New Users, with recordings available to watch anytime.ย 

About Wrike Assistant, it might be because the user is not an Account Admin or an Owner. Thank you so much for the feedback and please let me know if you have any other questions.ย 

Cansu Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

Cansu Wrike Team member En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

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we use request forms to add new users along with our Wrike Knowledge base for resources, support, training tools and more!

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Thanks for taking the time to share your best practice here Sherrie Beseckerย ๐Ÿ™Œ๐Ÿผ

Cansu Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

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We are not currently using Wrike for onboarding but have started to develop a training process for new hires in our media team within Wrike. I would also LOVE to set up a Space for HR use!ย 

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Great to hear that Caitlin Beaty, please let us know if you have any questions ๐Ÿ™‹๐Ÿปโ€โ™€๏ธ

Cansu Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

Cansu Wrike Team member En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

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We currently only use wrike for our project teams, but I think this is a really interesting way to use Wrike and will pass along to our HR team!ย 

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Thank you Taylor Gustafson, and welcome to the Community! ๐Ÿ‘‹

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

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I love the idea of having a blue print created to tackle additional training. I'd love to create this for department specifics in addition to advance training modules!ย 

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Thanks a lot for your interest Laura Terry! ๐Ÿ˜Š

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

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