Onboarding Revamp 2024

Employee onboarding journey - CDMX

as it is

01

Pre onboarding

• Welcome email + toolkit to New Hire;
• Activating Okta

START

• If needed, email requesting for docs;
• Welcome kit for the HM
• Download the WeWork app

02

Onboarding Day

• Signing the contract and all the cartas

• People Presentation
• Money Laundry Training + test

• Welcome lunch between manager and new joiner

03

1st Month

• BambooHR onboarding checklist

• Security trainings

04

Probation Review

• Self and Manager assessment

FINISH

Employee onboarding journey - CDMX

as it's going to be

A longer journey

01

Pre onboarding

• Welcome email + toolkit to New Hire;
• Activating Okta

START

• If needed, email requesting for docs;
• Download the WeWork app

• Autometed preset of tools and accesses by job titles
• Automated Check list to the manager;

02

Onboarding Day

• Signing the contract and all the cartas

• People Presentation
• Money Laundry Training + test

03

1st month

• Customer Operations Session

• Performance Cycle + Who's who session

• How does Klar makes money?
• Fintech: Inside a Tech company

• Security Trainings
• Bamboo's onboarding checklist

04

3rd month

• Onboarding session with our CEO

• Onboarding feedback survey

FINISH