I wanted to check how effective is our new hire template, and also how the each process is setup
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Creating or evaluating a new hire template in SysAid involves considering various aspects to ensure it effectively covers all necessary onboarding processes. While there isn't a one-size-fits-all template due to the customizable nature of SysAid, here are general guidelines and steps you can follow to create or assess your new hire template:
**Creating a New Hire Template:**
1. **Log in to SysAid** as an administrator.
2. Navigate to **Settings > Service Desk > Templates**.
3. Click on the 'New' button to create a new template or select an existing one to modify.
4. Name your template, for example, 'New Hire Onboarding'.
5. **Add Custom Fields:** For each onboarding task, create custom fields in **Settings > Customize > Fields Customization**. Set these fields to 'Checkbox' type for tick box tasks.
6. **Design Workflow:** Use the Workflow Designer to create Phases and add Action Items. This could include tasks like IT equipment setup, software installations, and HR documentation.
7. **Set Notifications:** Configure notifications for each step to keep relevant parties informed. Use the tag $AssignedGroup to send notifications to the assigned group.
8. **Define Approvals:** If certain steps require approval, add approval action items within the workflow. Specify approvers and set up notification preferences.
9. **Save and Test:** After setting up the template, save your changes and test the template by creating a new hire ticket.
**Evaluating Your New Hire Template:**
- **Effectiveness:** Assess if the template covers all necessary onboarding steps and if the workflow ensures smooth transitions between tasks.
- **User Feedback:** Gather feedback from HR, IT, and new hires to identify areas for improvement.
- **Adjustments:** Based on feedback, make necessary adjustments to the template, such as adding missing tasks or streamlining the workflow.
Remember, the goal is to create a comprehensive and efficient onboarding process for new hires. If you require further assistance or a customized solution, consider contacting SysAid's Special Project Team, which may involve additional fees.
**Creating a New Hire Template:**
1. **Log in to SysAid** as an administrator.
2. Navigate to **Settings > Service Desk > Templates**.
3. Click on the 'New' button to create a new template or select an existing one to modify.
4. Name your template, for example, 'New Hire Onboarding'.
5. **Add Custom Fields:** For each onboarding task, create custom fields in **Settings > Customize > Fields Customization**. Set these fields to 'Checkbox' type for tick box tasks.
6. **Design Workflow:** Use the Workflow Designer to create Phases and add Action Items. This could include tasks like IT equipment setup, software installations, and HR documentation.
7. **Set Notifications:** Configure notifications for each step to keep relevant parties informed. Use the tag $AssignedGroup to send notifications to the assigned group.
8. **Define Approvals:** If certain steps require approval, add approval action items within the workflow. Specify approvers and set up notification preferences.
9. **Save and Test:** After setting up the template, save your changes and test the template by creating a new hire ticket.
**Evaluating Your New Hire Template:**
- **Effectiveness:** Assess if the template covers all necessary onboarding steps and if the workflow ensures smooth transitions between tasks.
- **User Feedback:** Gather feedback from HR, IT, and new hires to identify areas for improvement.
- **Adjustments:** Based on feedback, make necessary adjustments to the template, such as adding missing tasks or streamlining the workflow.
Remember, the goal is to create a comprehensive and efficient onboarding process for new hires. If you require further assistance or a customized solution, consider contacting SysAid's Special Project Team, which may involve additional fees.
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Hi Joel_Jose,
I believe everyone has templates made based on their needs, so anything shared towards you may not be the best scenario to review it
What you can define effective may rely in what the new hire would need
Does it have to pass trough an HR department? Create a tab for a HR responsible - for example starting date, maybe contact number, and other information that would need HR review
Does it have to go trough an access review for an application/multiple applications? Create a tab for a software access
Will he need additional groups access at AD level or Azure level? Create an IT access request tab
Would he need company equipment? If yes, create a tab for it and different action items for them - peripherals , phone company, laptop, laptop bag etc
At the end, his manager may be listed to approve the entire workflow
This would be only an example. It all depends on how your service desk manages all the details for new hires and what procedures are in place
There is no right and wrong in this. It only depends on what is needed to be managed
can i assign two tasks to different process manager in the new hire ticket at same time ?
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