EMPLOYEE ONBOARDING AND TRAINING WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Create Employee Record: Create a new entry in the 'Employees' data model once a contract is signed.
[ ] Update Employee Status: Update the status of the employee record to 'Active' upon start date arrival.
[ ] Assign IT Setup Task: Create a task for the IT Department to prepare hardware and software access.
[ ] Assign Manager Orientation Task: Create a task for the direct manager to conduct the first-day introduction.
[ ] Assign Training Modules Task: Create a task for the new hire to complete mandatory compliance training.
[ ] Hardware Provisioning Checklist: A checklist within the IT task including: Laptop, Monitor, Keyboard, Mouse, and Security Token.
[ ] Welcome Email to New Hire: Send an automated welcome email to the employee's personal email address with first-day instructions.
[ ] Notify HR of New Hire: Send an email to the HR team to trigger payroll and benefits enrollment.
[ ] Get Department Manager: Retrieve the manager's contact details from the 'Users' data model based on the employee's department.
[ ] Calculate Probation End Date: Calculate the date 90 days after the 'Start Date' to set a probation review milestone.
[ ] Create Training Log Entry: Create an entry in the 'Training Progress' data model to track completed modules.
[ ] Calculate Training Completion Percentage: Aggregate completed training entries vs total required entries to determine the overall progress score.
[ ] Monthly Onboarding Report: Generate a report summarizing all new hires, their onboarding status, and completed training for HR leadership.
[ ] Reminder SMS to IT: Send an SMS notification to the IT technician if hardware setup is overdue.
[ ] Finalize Onboarding Status: Update the Employee record to 'Onboarding Complete' once all tasks and checklists are finished.

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