An onboarding process change plan for HR and people teams overhauling how new hires are welcomed, trained, and ramped to productivity in Taskade.
What's Included
- Change phases: Audit, Redesign, Pilot, Roll Out, Improve on a Board with clear owners and dates.
- Process map: Old vs. new onboarding steps, owners, and timing tracked in a Table view.
- AI enablement agent: A custom AI agent drafts the change announcement, manager checklist, and new-hire welcome guide from your process.
- Adoption tracker: Manager compliance and new-hire satisfaction captured so the new flow actually sticks.
How To Use
- Clone the template and map your current onboarding steps as cards.
- Assign owners for redesign, content, and manager training across each phase.
- Connect Slack, email, and your HRIS so reminders and welcome messages fire automatically.
- Train the AI enablement agent on your new flow, then schedule manager rollout comms.
Keep refining onboarding every cohort with Taskade Memory, and browse more workflows in /templates/change-management.