Hello everyone 👋
We are very happy to see that many of you find this template series content useful 😍 Huge thank you to everyone who’s been following these posts and commenting! We have many more use case templates to cover, and today we’d like to start a discussion on the Employee Onboarding and Offboarding template.
We have already discussed employee training and onboarding during our Use Case Marathon, so let’s dive deeper into this topic and have a look at what this template has to offer.
Accessing Wrike’s Use Case Templates
The Use Case templates are available in the Space creation dialogue. In order to use such a template, start creating a Wrike Space how you usually would and you’ll see the option to create this space from a pre-made Wrike Use Case template:
Now, not only account owners and admins can use the use case templates, but also those users who have the right to create spaces.
Employee Onboarding and Offboarding
This template helps you streamline the process of onboarding and offboarding employees for your organization.
There are five folders along with two pre-built templates to help you get started. This guide will show you how to:
- Create new onboarding and offboarding requests
- Track high-level progress through dashboards
- Customize templates and workflows to fit your team’s needs
Step 1: Establish processes
Having a well-established process for new and departing employees saves time and ensures nothing falls through the cracks. Wrike’s employee onboarding and offboarding template uses two separate templates, so expectations are clearly set and tracked.
Under the Templates folder, users are provided with two pre-built templates — one for onboarding and another for offboarding. Each template comes with several subprojects divided into multiple tasks.
Each template is fully customizable. You can access and customize each subproject and task to fit your organization’s needs and processes.
Step 2: Create a new request
Once satisfied with the process, managers and recruiters can create new requests. Each request form will contain several questions and custom fields that can be used as-is or customized. The details of each request form are located in each subproject under the Templates folder, labeled as “Onboarding Template” and “Offboarding Template.”
Fill out each field in the request. You can assign information like employee names, employment dates, location, department, and more.
Once completed and submitted, each request form will be assigned a “New Request” workflow status and placed in the appropriate ongoing folder.
The Wrike employee onboarding and offboarding template includes two pre-built, customizable workflows. As employees work through each stage of the onboarding and offboarding process, you can change the status of tasks to reflect progress.
Once an employee completes the process, you can mark the request as "Completed," and move the request from its “Ongoing” folder to the appropriate “Completed” folder.
Step 3: View and track progress
Tracking the progress of multiple onboarding and offboarding employees can be challenging. Wrike provides an easy solution by enabling you to view the status of each request from a central dashboard.
This template has two dashboards — one for onboarding requests and another for offboarding requests. Each dashboard features four widgets:
- New Requests
- In Progress
Teams can use these dashboards to track high-level overviews and the status of each individual’s onboarding process.
Please share below how your company runs the onboarding and offboarding process! Are you using Wrike for that? Let us know if you have any questions 👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover