Employee Onboarding and Offboarding Playbook Tasks and Touchpoints
Explore the comprehensive playbook for employee onboarding and offboarding, detailing critical tasks, timelines, and assignees for a seamless integration and exit process within the organization. From providing laptops to arranging accommodations, this playbook covers all essential steps to ensure a smooth transition for employees in India and the US.
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Free Playbook Template | Employee Onboarding Playbook Playbook Name ONBOARDING PLAYBOOK * Playbook Items consist of Tasks, Touchpoints (Email/Request/Call) Department HUMAN RESOURCES * Individual Items can be assigned to Any Role within the organization Playbook Assignee SR. HR MANAGER * Individual Timelines are measured in Days from the date of joining Trigger ConditionKICK OFF -5 to 120 DAYS FROM THE DATE OF JOINING * Critical Tasks are marked "Yes" if extremely important or delaying them halts activities of Playbook * Weightage allows true depiction of status, since each item cannot have equal importance Employee - India Employee - US Timeline (EOD) Critical (Yes/No) Milestone Task Trigger Status Type Weightage Check Assignee Check Assignee Pre- Onboarding Onboarding ticket: Indicating details of DOJ, RM, laptop and apps 10 1 Manual Running Task HR - India HR - India -5 Yes Pre- Onboarding Accommodation arrangements and communication (out of station candidates) 8 2 Manual Running Touchpoint Admin - India x x -5 No Pre- Onboarding 2 3 Assigning workstation Manual Running Task HR India x x -3 No Pre- Onboarding Welcome email mentioning office timings, location map, accommodation, etc. 6 4 Manual Running Touchpoint HR India HR - US -3 No Pre- Onboarding 10 5 Laptop & email access configuration Manual Running Task IT India IT India -1 No
Free Playbook Template | Employee Offboarding Employee - India Check Employee - US Check Timeline (EOD) Critical (Yes/No) Milestone Task Trigger Status Type Weightage Assignee Assignee 10 6 Orientation Providing laptop to the employee Manual Running Touchpoint IT India Admin US 1 No 2 7 Orientation Welcome kit Manual Proposed Touchpoint HR India Admin US 1 No 2 8 Orientation Insurance form Manual Running Touchpoint HR India HR US 1 No Access to: 1 10 9 Orientation Login credentials & Jumpcloud Manual Running Task IT India IT India 1 Yes 10 10 Orientation Team.Engagedly Manual Running Task HR India HR India 1 No 4 11 Orientation Basecamp Manual Running Task HR India HR India 1 No 4 12 Orientation Slack (if reqd) Manual Running Task HR India HR India 1 No 3 13 Orientation L&D portals Manual Running Task HR - India HR India 1 No 9 14 Orientation Insurance portal Manual Running Task HR - India x x 1 No 9 15 Orientation Security awareness portals Manual Running Task IT - India IT India 1 No 10 16 Orientation Email Manual Running Task IT - India IT India 1 Yes 6 17 Orientation Freshservice Manual Running Task IT - India IT India 1 Yes 4 18 Orientation HR orientation Manual Running Touchpoint HR - India HR US 1 No 6 19 Orientation Call with Manager Manual Running Touchpoint HR - India HR US 1 No 5 20 Orientation Access card / Biometric / ID card Manual Running Touchpoint Employee HR US 1 No 7 21 Orientation HRIS onboarding Manual Running Task HR - India HR US 1 Yes 9 22 Orientation NDA & code of conduct Manual Running Touchpoint HR - India HR India 1 Yes
Free Playbook Template | Employee Offboarding Employee - India Employee - US Timeline (EOD) Critical (Yes/No) Milestone Task Trigger Status Type Weightage Check Assignee Check Assignee 9 23 Orientation Employee handbook sign off Auto Running Task HR - India HR India 1 Yes 9 24 Orientation Engagedly policy Manual Running Task HR - India HR India 1 No 7 25 Orientation Update candidate hiring status Manual Running Task HR - India HR India 1 No 7 26 Orientation Induction Manual Running Touchpoint HR - India HR US 2 No 9 27 Orientation Background verification Manual Running Touchpoint HR - India HR US 2 Yes 2 28 Orientation Access to snack vending Manual Running Task HR - India x x 2 No Access to technical applications as per the onboarding ticket 7 29 Orientation Manual Running Task IT - India IT India 2 No 6 30 Orientation Appointment letter Manual Running Touchpoint HR - India HR US 3 No Finance - India 8 31 Orientation PF registration Manual Running Task x x 4 Yes 10 32 Orientation Payroll sheet update Manual Running Task HR - India HR US 4 Yes Training: 5 33 Orientation Health Insurance & GPA Auto Running Task HR - India x x 10 No 9 34 Orientation POSH awareness Auto Running Task HR - India HR India 10 No
Free Playbook Template | Employee Offboarding Employee - India Employee - US Timeline (EOD) Critical (Yes/No) Milestone Task Trigger Status Type Weightage Check Assignee Check Assignee 9 35 Orientation Grievance Redressal Policy Auto Running Task HR - India HR India 10 No 6 36 Orientation Learning Path: Why-What-How Auto Running Task HR - India HR India 10 No 6 37 Orientation Product bootcamp Manual Revive Touchpoint HR - India HR US 10 No 9 38 Orientation Security awareness Manual Running Touchpoint HR - India HR India 10 No 5 39 Orientation Dept. Functions Manual Revive Touchpoint HR - India HR US 10 No 4 40 Collaboration Buddy Program Manual Proposed Touchpoint Manager Manager 10 No 8 41 Collaboration 30-day check-in Auto Revive Task HR - India HR India 30 No 8 42 Collaboration Performance discussion Manual Revive Touchpoint Manager Manager 35 No 8 43 Growth 90-day performance review Auto Revive Task HR - India HR India 90 No 8 44 Growth Performance discussion Manual Revive Touchpoint Manager Manager 95 No 6 45 Growth Confirmation / Extension of Probation letter Manual Running Touchpoint HR - India x x 100 No 5 46 Growth Set individual goals - Goals Module Manual Revive Task Employee Employee 120 No 5 47 Growth Set IDP - Team.Engagedly Manual Revive Task Employee Employee 120 No
Free Playbook Template | Employee Offboarding Onboarding is key to the long-term success and satisfaction of your employees and organization. At SmartKarrot, we automate the Employee offboarding process using SmartPlaybooks. Reduce time, effort, and cost with SmartKarrot. It sets the stage for new employees to thrive, aligns them with the organization's goals, and fosters a sense of belonging. A well- structured onboarding process not only boosts productivity but also creates a positive impression that can attract top talent and enhance the organization's reputation. To see how it works, reach out to playbooks@smartkarrot.com Invest in onboarding to unlock the full potential of your workforce and build a strong foundation for success. We hope you found this template useful!
