Collaborate on New Hire Onboarding with To-Dos in Pingboard

3 minutes • Jul 21, 2023ProductOnboarding
Onboarding To-Dos Feature Launch in Pingboard

Your new hires’ experience with onboarding plays a big factor in their engagement level at your company. Creating a good onboarding experience is vital, and there are a lot of moving parts that take place to ensure that onboarding is seamless.

It’s not just the responsibility of Human Resources to make sure that new hires are properly onboarded. Other contributors such as:

  • The IT department

  • The new hire’s direct manager

  • The leader of the new hire’s department or team

  • And other internal stakeholders

…all play a part in new hire onboarding.

In order to make it easy for these different stakeholders to stay on top of the tasks they need to complete to help with onboarding, we’ve launched Onboarding To-Dos in Pingboard! 

That’s right – onboarding your new hires in Pingboard just became a team effort.

Our Onboarding Checklists are an easy way for you to provide your new hires with a list of the items they need to complete during their first few days or weeks at your company. Now, these checklists can also include action items that are necessary to be completed in order for a new hire to be onboarded, but meant for other stakeholders at your company to complete.

Let’s walk through an example.

Next week you have a new hire, Andrew, starting at your company and he is going to need a security badge for the days he’ll be working onsite. Your IT Manager, Cristin, is the person in charge of creating and handing out security badges.

In Pingboard, you can add an item to an Onboarding Checklist for Andrew labeled “Process security badge” and assign that item to Cristin, your IT Manager. You also have the option to set a due date. 

This is now a To-Do that will show up under Cristin’s My To-Dos in Pingboard.

Cristin will receive an email and an in-app notification from Pingboard, notifying her that she has been assigned a To-Do in Pingboard for Andrew’s onboarding.

In another scenario, let’s say that two weeks from now, you have five new hires starting that will all need security badges. Since you know that this task is something that will always be assigned to Cristin, you can assign the “Process security badge” To-Do to Cristin on your initial Onboarding Checklist template. 

Once assigned to Cristin on the template, that assignment will be carried across for each Onboarding Checklist you create for those five new hires, and any time you use that template for other new hires in the future. 

And don’t worry, you can always edit the assignment on the template or on the individual Onboarding Checklist. 

Crisitin will receive email and in-app notifications for all five of those To-Dos, and they will all appear under her My To-Dos in the order of each new hire’s Onboarding Checklist start date.

Cristin will be able to mark each To-Do as completed in Pingboard, so she can keep track of which To-Dos have or haven’t been completed.

Assigning To-Dos on your Onboarding Checklists in Pingboard will provide better oversight and accountability when it comes to new hire onboarding, and most importantly, it will make your life a little easier.

After all, the less time you waste managing one-off administrative tasks, the more time you can spend on driving engagement so that your best people never want to leave!

If you want to learn more about Assigning To-Dos for Your Onboarding Checklists, visit our Help Center. Or, if you’d like to learn more about how Pingboard helps with new hire onboarding, reach out to us via our Live Chat (bottom right corner of the screen!) and someone will be in touch with you soon.

Connect your people now with Pingboard