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New Hire Onboarding + Emails Messenger
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New Hire Onboarding + Emails Messenger

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New Hire Onboarding + Emails Messenger

Keep track of onboarding tasks and email new hires directly from a Coda doc, all with a push of a button.
Recruiter
People Ops
Send Onboarding Email
Settings
info

Introducing our new hire onboarding tracker with auto-filled onboarding emails!

Say goodbye to the hassle of typing, copying, and pasting onboarding materials for each new hire - and say hello to completing that task with a push of a button.
With this tracker and email messenger, you can streamline the onboarding process and ensure that each new employee receives all the necessary information and training on time. Make a copy and get started with your new hire onboarding tracker today.
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Copy Template
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To Get Started.

1. Enter your company name here 👉
Coda
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2. Recruiters to add new hires to
Upcoming new hires
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3. People Ops onboard new hires through the following flow:

Send
New Hire: Email # 1
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and
Manager Email
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2 weeks before the Start Date
With information provided, fill in
Complete New Hire Profile
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Send
Onboarding Buddy Email
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1 week before the Start Date
Send
New Hire: Email # 2
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1 week before the Start Date
Use the
People Ops Check List
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to keep track of all tasks

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Ready to take it out for a test drive?

Make yourself your own copy to play with:
Copy this doc
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Delete all the people data so you can add your own:
Delete rows
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Note: When you push this button all of the People data in the
Base table
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and
People Ops/Onboarding Team
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will be removed.


Test out the
Send Onboarding Email
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Add your Coda account and email to all empty fields. Make sure it is within an appropriate date range.
See an email where you are everyone: new hire, onboarding buddy, manager and People Ops!

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