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Onboarding Revamp 2024

Jaqueline Marchetti

Created on June 13, 2024

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Transcript

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