On-boarding template
- Julian Aidil Rachmadiputra (Unlicensed)
- Robert Alexander Marshall
- Suba Veeriah (Unlicensed)
Overview
A single-hub page for new hires to understand their roles and get ready to help their teams as soon as possible.
All aboard! Ask anyone about their experience when joining a new team or company, and they will tell you that the on-boarding process is very important.
This is the first real exposure that the new team member will have with the team
how things are done
who everyone is
what they need to do to prepare themselves for the journey ahead
It's an important first step, and this template helps prepare the necessary exercises, documentation, and links that the new members will use.
How to use the On-boarding template
Step 1 - Welcome on board!
What better way to welcome someone into the team than with a welcoming message?
Simply, input the name of the new hire (as well as their mentor), and the names will be automatically filled into the welcome message.
You can also add in an overall estimate of when they need to complete the 'On-boarding plan', and who they will be reporting to. A few years down the line, the (not-so) new member will look back on this page with nostalgia.
Step 2 - What's the plan?
With the introduction and the welcoming messages done, let's get to business.
First, provide some links that help the new hires
understand their roles
the team purpose
the company's objectives
Next, explain the purpose of the on-boarding plan
what you expect them to do
what the expected outcomes are
This helps them focus on the objectives at hand.
Step 3 - Let's break the ice
It's important to give a brief introduction of the team to the new member. Not only will it help form relationships with the team, but it will also recognize and identify everyone's expertise.
In case your new hire runs into an issue, he/she can refer to the on-boarding page to find the right person from whom to seek help, making it easier to finish the on-boarding plan.
And hey, they may have similar interests or hobbies with their new colleagues, helping them to bond faster and grow your organizational culture.
Step 4 - Remember to celebrate the milestones
As your new hires go through the on-boarding plan, record when they have reached their milestones.
With the "Milestones" page, the mentor or team buddy can record these successful achievements out and use them to track the new hires progress. This helps mentors know whether things have been working smoothly or are ahead of schedule. In case they produce outstanding work, the mentor or team buddy can highlight it through a note for the tasks so that they receive the recognition they deserve!
 Ingredients
Apps | |
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Hosting platform | Confluence Server and Data Center |
Code
You can copy and paste this code into the Confluence Source Editor:
<ac:layout>
<ac:layout-section ac:type="two_right_sidebar">
<ac:layout-cell>
<p>Hi </p>
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<p>
<span style="letter-spacing: 0.0px;">Welcome to the team! Glad to have you join us!</span>
</p>
<p>I've made this on-boarding plan to help you get to know the team better and get more context on what we are doing. Feel free to reach out if you have questions!</p>
<p>Best Regards </p>
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<br/>
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<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<span style="color: rgb(165,173,186);">
<em>Fill in the details for the new hire with the <a href="https://docs.servicerocket.com/scaffolding/macro-reference/list-data">List Data</a> macro.</em>
</span>
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<table class="wrapped">
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<th>Employee</th>
<td>
<div class="content-wrapper">
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<th colspan="1">Role</th>
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<ac:rich-text-body>
<br/>
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<th>Manager</th>
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<div class="content-wrapper">
<ac:structured-macro ac:macro-id="ac50c5e6-2a6a-4534-a7a3-f39da9978a64" ac:name="list-data" ac:schema-version="1">
<ac:parameter ac:name="name">Manager</ac:parameter>
<ac:parameter ac:name="type">auto complete</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
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<br/>
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<tr>
<th>
<ac:inline-comment-marker ac:ref="36f42eac-90fc-4511-a0a4-da4d50af2dae">Estimated Time</ac:inline-comment-marker>
</th>
<td>
<div class="content-wrapper">
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<ac:parameter ac:name="name">Duration</ac:parameter>
<ac:parameter ac:name="type">line</ac:parameter>
<ac:parameter ac:name="content">text</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<br/>
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<tr>
<th colspan="1">Join Date</th>
<td colspan="1">
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="7f9ec6cd-137f-4bc3-a94c-1ac8df7ddc39" ac:name="date-data" ac:schema-version="1">
<ac:parameter ac:name="format">EEE, dd MMM yyyy</ac:parameter>
<ac:parameter ac:name="name">JoinDate</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
</ac:structured-macro>
</div>
</td>
</tr>
<tr>
<th colspan="1">Team Buddy</th>
<td colspan="1">
<div class="content-wrapper">
<span style="color: rgb(23,43,77);">To help you get started on your team you'll be paired with </span>
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<ac:parameter ac:name="name">buddyHome</ac:parameter>
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<ac:rich-text-body>
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<ac:rich-text-body>
<br/>
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<span style="color: rgb(23,43,77);"> who will be helping you learn about your role, how we work and what you need to know to get things done. </span>
</div>
</td>
</tr>
</tbody>
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<ac:layout-cell>
<hr/>
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<ac:parameter ac:name="whenHasRows">QuickLinks</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<em>
<span style="color: rgb(165,173,186);">Add important links in this</span> <a href="https://docs.servicerocket.com/scaffolding/macro-reference/repeating-data">Repeating Data</a> <span style="color: rgb(165,173,186);">macro for easy and quick access.</span>
</em>
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<ac:parameter ac:name="bgColor">#add8e6</ac:parameter>
<ac:parameter ac:name="borderStyle">none</ac:parameter>
<ac:rich-text-body>
<p>
<ac:emoticon ac:name="information"/> Quick Links</p>
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<ac:parameter ac:name="name">QuickLinks</ac:parameter>
<ac:rich-text-body>
<ul>
<li>
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<ac:parameter ac:name="name">Links</ac:parameter>
<ac:parameter ac:name="type">auto complete</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
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<ac:parameter ac:name="limit">20</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
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</ac:rich-text-body>
</ac:structured-macro>
</li>
</ul>
</ac:rich-text-body>
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</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<h3 style="text-align: left;">Introductions</h3>
<ac:structured-macro ac:macro-id="3ee020ab-c797-4896-b131-31e4f80194d1" ac:name="hidden-data" ac:schema-version="1">
<ac:parameter ac:name="whenNotEmpty">Introduction</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<span style="color: rgb(165,173,186);">
<em>Write an introduction that summarises the purpose, expectation or goal of the on-boarding plan in this <a href="https://docs.servicerocket.com/scaffolding/macro-reference/text-data">Text Data</a> macro.</em>
</span>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="6c81ab13-f115-4e4f-b637-948a8b4bc551" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">Introduction</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p>
<br/>
</p>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<h3>Schedule</h3>
<ac:structured-macro ac:macro-id="ef06edf7-0bf8-494e-a0b5-fd4d05542542" ac:name="hidden-data" ac:schema-version="1">
<ac:parameter ac:name="whenHasRows">schedule</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<span style="color: rgb(165,173,186);">
<em>Use the <a href="https://docs.servicerocket.com/scaffolding/macro-reference/table-data">Table Data</a> macro to create a schedule for the new hire.</em>
</span>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="01543684-6b76-4be9-9af9-a0288c629e0f" ac:name="table-data" ac:schema-version="1">
<ac:parameter ac:name="name">schedule</ac:parameter>
<ac:parameter ac:name="initialRows">1</ac:parameter>
<ac:rich-text-body>
<table class="wrapped" style="letter-spacing: 0.0px;">
<colgroup>
<col/>
<col/>
</colgroup>
<tbody>
<tr>
<th>Time</th>
<th>Tasks</th>
</tr>
<tr>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="41ff933a-022f-4139-9917-f3d25f662444" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">expectedTime</ac:parameter>
<ac:parameter ac:name="type">line</ac:parameter>
<ac:parameter ac:name="content">text</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="88a5f37d-5268-4bb2-9517-b2d39f25fff4" ac:name="repeating-data" ac:schema-version="1">
<ac:parameter ac:name="name">tasks</ac:parameter>
<ac:rich-text-body>
<ul style="list-style-type: square;">
<li>
<ac:structured-macro ac:macro-id="af33cb92-0509-46eb-9c0e-d4cd5634458a" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">tasklist</ac:parameter>
<ac:parameter ac:name="type">line</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</li>
</ul>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
</tr>
</tbody>
</table>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<p>
<br/>
</p>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<hr/>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<h3>
<ac:emoticon ac:name="light-on"/> Some tips</h3>
<ac:structured-macro ac:macro-id="a47b2558-10d4-4423-8e61-cf8aa0d010e6" ac:name="hidden-data" ac:schema-version="1">
<ac:parameter ac:name="whenHasRows">Tips</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<span style="color: rgb(165,173,186);">
<em>Add useful tips that will help new hire kick off their journey in this <a href="https://docs.servicerocket.com/scaffolding/macro-reference/repeating-data">Repeating Data</a> macro.</em>
</span>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="45dfc5da-b7a1-4eda-920b-be5b9cd8ccb4" ac:name="repeating-data" ac:schema-version="1">
<ac:parameter ac:name="name">Tips</ac:parameter>
<ac:parameter ac:name="initialRows">1</ac:parameter>
<ac:rich-text-body>
<ul>
<li>
<ac:structured-macro ac:macro-id="3e21baa3-bfea-450e-b6a0-01766ed2e551" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">Advices</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</li>
</ul>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<p>
<br/>
</p>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<hr/>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<h3>
<ac:emoticon ac:name="yellow-star"/> Meet your team</h3>
<ac:structured-macro ac:macro-id="2ae6ab28-3520-4a34-bda5-a32b8a8528bc" ac:name="hidden-data" ac:schema-version="1">
<ac:parameter ac:name="whenHasRows">Roster</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<span style="color: rgb(165,173,186);">
<em>List the team members that new hire will be working closely with in this <a href="https://docs.servicerocket.com/scaffolding/macro-reference/table-data">Table Data</a> macro.</em>
</span>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="b49f2344-b785-4fab-bbe4-e69b611f3e9e" ac:name="table-data" ac:schema-version="1">
<ac:parameter ac:name="name">Roster</ac:parameter>
<ac:parameter ac:name="initialRows">1</ac:parameter>
<ac:rich-text-body>
<table class="wrapped">
<colgroup>
<col/>
<col/>
<col/>
</colgroup>
<tbody>
<tr>
<th class="highlight-#fffae6" data-highlight-colour="#fffae6" title="Background colour : Light yellow 35%">Name</th>
<th class="highlight-#fffae6" data-highlight-colour="#fffae6" title="Background colour : Light yellow 35%">Role</th>
<th class="highlight-#fffae6" data-highlight-colour="#fffae6" title="Background colour : Light yellow 35%">What they can help with</th>
</tr>
<tr>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="0559610f-e04e-487d-af16-1a8772e27004" ac:name="list-data" ac:schema-version="1">
<ac:parameter ac:name="name">Member</ac:parameter>
<ac:parameter ac:name="type">auto complete</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="1a22b7c2-8e1d-46c7-8cca-453ec5972aa7" ac:name="user-options" ac:schema-version="1">
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="a15042c2-7d5e-4a85-8d39-4cf38e092d60" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">MemberRole</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="081a6248-dacb-4c51-ac7b-38a6b3e59033" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">Description</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
</div>
<p>
<br/>
</p>
</td>
</tr>
</tbody>
</table>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<p>
<br/>
</p>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<hr/>
<p>
<br/>
</p>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<h3>
<ac:emoticon ac:name="tick"/> Milestones</h3>
<ac:structured-macro ac:macro-id="87d05b94-bf9b-412c-9ba2-13723163f7c7" ac:name="hidden-data" ac:schema-version="1">
<ac:parameter ac:name="whenHasRows">Milestone</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<span style="color: rgb(165,173,186);">
<em>List the milestones to help new hire stay on track in this <a href="https://docs.servicerocket.com/scaffolding/macro-reference/table-data">Table Data</a> macro.</em>
</span>
</p>
</ac:rich-text-body>
</ac:structured-macro>
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<th class="highlight-#e3fcef" data-highlight-colour="#e3fcef" title="Background colour : Light green 35%">Goal</th>
<th class="highlight-#e3fcef" data-highlight-colour="#e3fcef" title="Background colour : Light green 35%">Finish Date</th>
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<br/>
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