New Employee Checklist

I love this idea!!

I don't manage our new hire process, but I am responsible for onboarding all new hires onto Wrike and giving deeper dive training sessions based on their role. I just have two Docs with my notes that I use, but this post is inspiring new ideas.

Since only a fraction of our organization's staff need and use Wrike, our standard post-hire checklist is visible to supervisors in our HR system of record. Various teams' directors maintain supplemental onboarding checklists - some in Wrike, if they use it. For staff who need Wrike, our Staff Portal lets them or another staff request their license, along with other technology assets. The week after a license is fulfilled, I as product owner see the new licensees in an automated report.

I email staff new to Wrike to ensure they see our Portal knowledge article that's an orientation to Wrike (linking to Wrike's excellent training) and how we use it. My email also reminds them how to get support, mentions our Wrike product channel where they can learn the latest and interact with others.

That is awesome! We have a blueprint that we kick off via request form for onboarding any new employees into Wrike itself (the rest of our onboarding is department specific/not in Wrike). It has been so helpful! 

We have done something similar. We created a sandbox project for new users and they need to go through the Wrike project. Each task teaches them something they will need to know for using Wrike (changing task status, adding/removing tasks, updating dates, understanding predecessors, etc).

We also have a basic blueprint with subtasks for onboarding new employees. I'm digging (heh heh) the sandbox method from Ben Thomas though! Might give that a try.

We don't currently have something like this in wrike, but I love the way it is set up! I'll have to talk to my team about adding this. 

Very nice! We have onboarding tasks that we leverage for each of our stakeholders. 

Like Ben and Devree mentioned, we have a blueprint that walks new users through basic Wrike usage. It is very helpful for those who are "hands-on" learners (like me). Walking new users through the different steps for setting up their work space, creating tasks, changing statuses, personalizing their views, etc. We also have multiple wikis on our intranet with links to common Wrike Community questions. Being a hands-on learner, I feel the blueprint walking new users through different functions is the most helpful way to get users comfortable with Wrike.

We do not have a checklist in Wrike as not all employees use Wrike. This is in our HR system. 

A standard learning project we tried, but after the to high effort of caring about all the changes Wrike is implementing we skipped it and teach people on the job.

We  habe a Task and Subtask for onboarding.

One is a personal task for setting up their profile and settings.

The Parent Task of that is a set up bullet points with Links to the Wrike documentation.

-> We also go over those bullet points during an onboarding in Wrike (whats a Task, whats a folder how do we Wrike etc.)

A blueprint folder with Training names & links, along with status for marking completion, along with reports available for managers to review the OJT progress

Because our HR department is currently transitioning to use Wrike we don't have a setup like many of you do, but I am excited to say that this is changing! We are working out a process and this is helpful. 

We have a blueprint for training new Wrike users that links to different courses in Wrike discover that they need to complete

Sven Passinger we too explored our HR application but the HR team was resistant to the idea, maybe down the road it will change as it seems the logical location especially since most of the tasks are not to learn Wrike, that is also handled in a Wrike list but the list above as you probably noted is more about getting acquainted with the culture, leaders and ways of working. Currently we are issuing a collaborator license to new hires in IT and this helps to have a consistent onboarding experience.

We don't have anything like this set up but doing so has been on my to-do list for quite some time. I am loving everyone's suggestions! 

This is similar to what we do! We created a Marketing 101 onboarding request form and blueprint.

When we onboard new users in Wrike, we have a request form for hiring managers to leverage and a blueprint for the new users to go through.

The request form asks for:

• The new hire name --> adds them as an assignee to the project
• The starting date of their training --> becomes the start date of the blueprint
• Question for attachments in case hiring manager has additional content for them to review --> adds attachment
• Multiple-select question asking about any additional modules that the new hire needs to go through that are not part of the standardized blueprint/onboarding plan (usually very team-specific or role-specific, i.e. tool training) --> adds as an additional task within the project

The onboarding blueprint is a project with different tasks per module. We standardized each module/task to cover things like policies, resources, etc. The add-on modules available in the form are tasks that are separate from that project, as they only get added in if it was selected in the request form. 

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We have an additional onboarding process that is for learning Wrike specifically. As I handle all new user invites to the tool, I launch another request form to create a learning plan for said users. We only do this for Regular users and we based the material on Wrike Discover learning modules.

• Our blueprint is a project and has, by default, a task that describes and links out to the WD learning module The Beginner, and another one for The Individual.
• There is a task blueprint for The Leader and another for The Champion WD learning plans; these are separate blueprints that are not part of the main default project as not all new users need to review this content. 
• The request form to populate these blueprints can only be launched by me as the Wrike admin. The form asks for name (assigns project to them), start date of training (becomes the start date), and if they require additional learning plans (if so, they have a multi-select question to ask which additional learning plans they need - The Leader and/or The Champion - and will add those tasks accordingly if selected).

To accompany both of these processes, we have Wiki pages documenting the details.

We have created online training that is specific for how our teams use Wrike.  I send this out to all new users along with links to helpful training on the Wrike website and our Knowledge base within our Wrike account.  I am constantly updating this and any new features are communicated to our Wrike Power User network who then pass this information onto their teams.

I've something similar, divided in 3 phases:

1. Before new colleague comes
2. The 1st days in Yourbiz
3. Next days training

Great ideas in this thread, thanks for sharing, everyone 🤗

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

This is also something that we do.  It's a great way of ensuring that onboarding tasks get done with nothing being forgotten. 

This is a great idea! I have a Word doc for my new employees, but making it in Wrike makes so much more sense, and it gets them used to the platform! 

What a good idea!  We used to use Google sheets with a checklist but keeping it all in Wrike helps learn the system while checking off new hire items!

This is great! I definitely am going to chat with our team about creating a blueprint for this moving forward!

Great idea. I'm not involved in the onboarding of new employees however, I do use the Wrike Training template for any new members on my team.

I love all the ideas in this thread. I have a checklist outside of Wrike, but love the idea of making it a blueprint and allowing new hires to self-guide their journey. I always start with the Wrike trainings that really give a solid base, and then take them through an exploration of how we use Wrike in our direct team, finishing with the ways the company uses Wrike. This could easily be translated into a blueprint.

I'd love to get HR use Wrike for all new employee onboarding plans. I think it would make things much clearer. They have the information spread out in a variety of ways that's not easy to find and things change constantly. We have different employee tracks, so Sales, Operations, Creative+Marketing can all have specialized plans this way. 

Thanks, everyone, for getting my mind going.

Aside from usual "how do I use this", when I'm working with a new member that plays a role in blueprints that I have set up, I walkthrough with them what their accountability like uploading, commenting, changing status, tagging so-and-so to prove projects along.

After struggling with onboarding various new employees and collaborators, I have also developed a form associated with two different blueprints. One blueprint is for an internal employee and the other for a collaborator. Each task outlines specific instructions in order to mark that task as complete. The last two tasks are to set up a meeting with their lead/manager then me to review any questions or concerns they have about Wrike or their workflow. It has been a game changer and requires them to use the tool vs. using the easy button and asking me directly. :)