In this video, I’ll show you how to automate your new hire onboarding process using Zapier. From creating email accounts to scheduling onboarding sessions, I’ll cover all the essential steps to ensure a smooth and efficient onboarding experience for your new team members.
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Key Takeaways:
✩ Automated Email Creation and Welcome Message:
Create Email Account: Using Google Workspace Admin, I’ll show you how to automatically create a new company email account for the new hire.
Send Welcome Email: Once the email account is set up, I’ll demonstrate how to send a welcome email (from a template in Google Docs) to the new hire's personal email, introducing them to the team and providing initial instructions.
✩ Efficient Scheduling and Training:
Schedule Onboarding Sessions: I’ll guide you on how to use Google Calendar to schedule predefined onboarding sessions and training with relevant team leads.
Assign Training Materials: You’ll learn how to share a Google Drive folder containing all necessary training materials and documentation with the new hire's company email.
✩ Team Integration and Feedback:
Notify Team: I’ll show you how to post a welcome message in the relevant Google Chat rooms to introduce the new team member to their colleagues.
Feedback Form: After one week, I’ll explain how to send a Google Form to the new hire to gather feedback on the onboarding process.
▼ Extra Links of Interest:
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Onboarding automation: here’s everything you need to know before implementing it
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My name is Corbin, an AI developer entrepreneur behind the vision of Webcafe AI. Together we will build digital ecosystems. ☕