Onboarding guide
Arranges a new colleague's first week: the accounts, the checklist and the appointments are ready.
Benefit: Accounts and appointments ready for new colleagues.
Onboarding guide is an AI agent from Altramano for HR. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Makes the checklist for a new colleague from your fixed steps.
- Puts the tasks with the right people: request accounts, workplace, clothing, instruction.
- Books the introduction meetings in the calendars.
- Sends the new colleague a welcome message with what to expect in the first week.
An example
- In
- A new colleague starts in accounts in two weeks.
- Out
- A checklist of 14 tasks with five colleagues, three meetings in the calendars and a welcome mail for approval.
Integrations it uses
Microsoft TeamsChannels, chats and messages in Teams, with triggers on new messages.
Microsoft To DoCreate and update tasks in Microsoft To Do.
AsanaCreate and update tasks and projects in Asana, with triggers on new tasks.
TrelloCreate and move cards and lists on Trello boards, with triggers on new cards.
Google CalendarCreate, search and update events in Google Calendar, with triggers on new or changed events.
Microsoft Outlook CalendarCreate, search and update events in the Outlook calendar, with triggers on new events.
NmbrsReading employees, payroll runs, cost centres, hour codes, pay models and annual statements from the payroll administration in Nmbrs and creating an employee, with a trigger on every new payroll run.
Loket.nlReading and creating employees and employment contracts in Loket.nl, recording leave, absence, payroll changes and expense claims and pulling leave balances and payslips, with a trigger on every new employment contract.
ShiftbaseReading rotas, open shifts, hours worked and leave requests in Shiftbase, scheduling shifts, recording hours and creating a leave request or an employee, with a trigger on every new leave request.
Where the limit lies
The welcome mail passes you; the tasks and appointments it sets up itself.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Onboarding checklist | automation | A new employee in the table starts a checklist for the first day, week and month. |
Frequently asked questions
Can I make the checklist different per role?
Yes. An engineer has different steps from an administrative employee. You keep a list per role.
Does it request accounts itself?
It puts the task with the person who does that. Creating an account stays with a person.
What if a task is left lying?
Then it reminds the colleague and reports it to you a few days before the first working day.