Welcoming new employees is an exciting milestone for any business, but ensuring effective onboarding and training is crucial for their seamless integration.
When it comes to onboarding, there’s no universal approach that fits all companies. Each organization has its unique processes and protocols, essential for new hires to acclimate quickly and comfortably.
Without proper tools, managing and tracking training and development activities can become chaotic and inefficient. Previously, at Trinetix, we lacked a centralized HR tool for managing our onboarding processes.
It was challenging to keep track of presentations, action items, and responsibilities, let alone document and monitor feedback. Our disjointed onboarding process hindered productivity and cohesion within the team.
Enter ClickUp. With ClickUp, Trinetix revolutionized its onboarding system, streamlining personal development plans for every employee. Kateryna Sipakova, Portfolio Manager at Trinetix, shares how ClickUp transformed our approach to employee transitions and team productivity.
About Trinetix and Our Challenges
Hi, I’m Kateryna Sipakova from Trinetix! At Trinetix, we’re a globally recognized digital partner specializing in digital design and visual communication consulting. As Portfolio Manager, I collaborate closely with our design teams and management to optimize operations and boost team satisfaction.
Our main challenge revolved around managing onboarding and tracking personal development plans effectively before integrating ClickUp.
ClickUp’s Impact on Onboarding and Development
ClickUp centralized everything for us. We established dedicated Spaces for personal development plans, utilizing tasks to house feedback, action items, notes, and crucial information related to each employee. This organizational overhaul eliminated the need to constantly inquire about task whereabouts or action statuses. Everything became readily accessible within ClickUp’s structured Spaces and tasks—facilitating seamless project management, internal operations, and goal tracking.
ClickUp’s flexibility has been instrumental in scaling our design operations. New team members ramp up swiftly, empowered by clear insights into team workload and objectives.
Creating an Onboarding Template
We’ve even developed an onboarding template to share our success with the ClickUp community!
What’s Included in Our Template?
Our template includes individual Spaces for each employee, featuring pre-built custom views in Board, Timeline, Gantt Chart, and List formats. Additionally, ClickUp Docs pages outline personal profiles and feedback protocols. Custom Task Statuses streamline progress tracking, ensuring alignment with our onboarding needs.
Quick Tips for Using Our Template
Here are some tips to maximize the template’s effectiveness:
- Day 1: Focus on orientation meetings and team introductions. Provide essential documents and tools.
- Day 2: Familiarize new hires with tools, policies, and role-specific onboarding.
- Day 3: Introduce practical tasks and familiarize them with task management within ClickUp.
- Day 4: Dive deeper into company culture and policies, scheduling necessary meetings.
- Day 5: Initiate sandbox tasks to apply newly acquired skills, ensuring a smooth transition.
Managing Employee Growth Plans
Our personalized approach to employee growth leverages ClickUp’s Personal Development Space. This space integrates:
- Feedback reminders and protocols
- Skill-matrix reviews
- Self-development tasks
- Personal development plans
This structured setup enables us to manage individual growth projects comprehensively, aligning them with team objectives and tracking progress efficiently.
Impact on Team Dynamics
Using ClickUp has enhanced collaboration between team leads and contributors. With fewer tools to manage, teams operate more efficiently, focusing on impactful work rather than navigating multiple applications.
Our streamlined processes keep action plans and feedback organized, offering managers and employees clear visibility into their goals and progress.
Discover how ClickUp can revolutionize your organization—join us in transforming employee onboarding and development!