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Onboarding Passport

Erin

Created on June 17, 2024

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Transcript

About this document

This document aims to:

  • give a transparent view of an onboarding journey for new joiners and their line managers; and
  • to provide a consistent approach to onboarding across the business.
This journey is based on onboarding research, feedback, and expertise in how people learn. It isn’t designed to be prescriptive and can be adapted to suit individual role and team priorities. For example, you may determine less or more time is needed for face-to-face meetings, based on discussions with an individual or their User Manual for Me. Managers onboarding clinicians: some colleagues, particularly those who work less than full-time, may have fewer regular work days on which to attend required training. Their onboarding schedule should be flexed so that they can attend the Risk training in their first/second week, if there's a suitable session. Please share this with your new joiner, along with a saved copy of their customised agenda, to support their onboarding journey. If you have any feedback or need any support, please contact the L&D team.

Onboarding learning 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

Onboarding learning 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

Onboarding learning 30m

F2F touchpoint/meet 30m

Onboarding learning 30m

Onboarding learning 30m

Onboarding learning 30m

Onboarding learning 30m

F2F touchpoint/meet 30m

Onboarding learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Onboarding learning 30m

F2F touchpoint/meet 30m

Role-specific learning 30m

Role-specific learning 30m

Week one agenda

The agenda has been filled in as an example. Drag items as needed to plan the week. Time-restricted ( ) items are locked and can't be moved. Once finished, press CTRL + P and select 'Save as PDF'.

Manager check in 30m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Team welcome meet 30m

Meet with parties across the business as determined by role (arranged by manager)

Role-specific learning 60m

Role-specific learning 60m

Role-specific learning 60m

Role-specific learning 60m

Tech talk (auto invite) 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning 30m

People Ops meet 30m

Lunch 30m

Lunch 30m

Lunch 30m

Lunch and Walking Wednesday 60m

Lunch 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Onboarding learning 30m

Role-specific learning 60m

Role-specific learning 60m

Job shadowing 60m

Job shadowing 60m

Onboarding learning plan in Grow 60m

Team manager name:

Mentor name:

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding buddies session (auto invite) 45m

insert name

Tips

Strengths profiling debrief 60m

Role clarity session 60m

Manager check in 30m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

insert name

Next steps

Role-specific learning 30m

First Day Reflection Survey (sent from Culture Amp)

Onboarding learning 30m

Onboarding learning 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

Onboarding learning 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

F2F touchpoint/meet 30m

Onboarding learning 30m

F2F touchpoint/meet 30m

Onboarding learning 30m

Onboarding learning 30m

Onboarding learning 30m

Onboarding learning 30m

F2F touchpoint/meet 30m

Onboarding learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Role-specific learning 30m

Onboarding learning 30m

F2F touchpoint/meet 30m

Role-specific learning 30m

Role-specific learning 30m

Week two agenda

The agenda has been filled in as an example. Drag items as needed to plan the week. Time-restricted ( ) items are locked and can't be moved. Once finished, press CTRL + P and select 'Save as PDF'.

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Role-specific learning 60m

Role-specific learning 60m

Role-specific learning 60m

Role-specific learning 60m

Role-specific learning 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Lunch 30m

Lunch 30m

Lunch 30m

Lunch and Walking Wednesday 60m

Lunch 30m

Clinician only:

Role-specific learning 60m

Role-specific learning 60m

Role-specific learning 60m

Role-specific learning 60m

Onboarding learning plan in Grow 60m

Team manager name:

Mentor name:

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Onboarding learning plan in Grow 60m

Tips

insert name

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Manager/team-mate check in 15-20m

Next steps

Onboarding Survey (sent from Culture Amp)

insert name

This is the mandatory learning* you'll complete via Grow to get you up to speed in your role. Click the icon to find out what's in each catalogue or the icon to get started!

Onboarding journey

Self-directed learning

*This icon denotes that the catalogue is optional for ND and ND+ clinicians.

Information security

Wellbeing at work

Welcome

~ 30 mins

~ 1 hr 15 mins

~ 1 hr 15 mins

Oliver McGowan

Neurodiversity awareness

duration dependent on user

~ 1 hr 30 mins

About our systems

duration dependent on user

10

Safeguarding

~ 2 hrs

+ INFO

Our policies

About you

Role-specific learning

~ 30 mins

~ 1 hr 45 mins

duration dependent on user

1 / Welcome

~ 1 hr 15 mins

Grow tutorials module

Welcome module

Our purpose

+ INFO

2 / About our systems

duration dependent on user

Google Workspace module

The Knowledge Centre module

Using HiBob module

Using Slack module

Desana tutorials

Spendesk tutorials

+ INFO

Panacea demonstrations (clinician only)

3 / About you

~ 1 hr 45 mins

Your development module

StandOut assessment

Clifton Strengths assessment

User Manual for Me

Your benefits module

+ INFO

4 / Wellbeing at work

~ 1 hr 15 mins

Display screen equipment module

Fire safety module

Physical and mental wellbeing module

Wellbeing quiz

+ INFO

5 / Oliver McGowan

~ 1 hr 30 mins

Oliver McGowan mandatory training on learning disability and autism

+ INFO

6 / Safeguarding

~ 2 hrs

Essentials of safeguarding children and adults module (level 1/2)

+ INFO

7 / Our policies

~ 30 mins

Our Healios policies module

+ INFO

8 / Information security

~ 30 mins

Information security awareness module (Restricted Intelligence)

+ INFO

9 / Neurodiversity awareness

duration dependent on user

How to talk about autism

Understanding neurodiversity

What is “autism”?

+ INFO

10 / Your role

duration dependent on user

Role-specific learning

Next steps

For the remaining days of onboarding, you'll continue to shadow live sessions in the morning, where possible or review videos, if not. It'll be important for you to make the most of shadowing opportunities by linking in with the clinicians, scoring jointly and having clinical discussions. When you feel comfortable, you can offer to write up parts of the assessment for the clinician that you are shadowing and seek feedback from them or a team manager.

Clinician tips

Please log in to Panacea and Slack each morning. This will help us set up everything we need to, so that you can progress with your onboarding and self-directed learning.

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Next steps

For the remaining days of onboarding, you'll continue to shadow live sessions in the morning, where possible or review videos, if not. It'll be important for you to make the most of shadowing opportunities by linking in with the clinicians, scoring jointly and having clinical discussions. When you feel comfortable, you can offer to write up parts of the assessment for the clinician that you are shadowing and seek feedback from them or a team manager.

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Clinician tips

Please log in to Panacea and Slack each morning. This will help us set up everything we need to, so that you can progress with your onboarding and self-directed learning.

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: If you want to get information on how how your audience interacts with your creation:

  • Remember to activate user tracking
  • In the Analytics settings
  • Let the communication flow!