Creating an effective onboarding process is like building a well-structured foundation for success. The key building blocks involve designing tasks and steps that guide new team members through their initiation smoothly. These elements serve as the blueprint for a positive and productive onboarding experience, setting the stage for long-term success within the organization.
Task: An actionable unit within each Step. They represent specific actions that need to be performed to complete the Step.
Step: The building blocks of a workflow. They represent individual stages of actions within a process. A Step is made of one or more Tasks.
Workflow: A structured way to organize and automate processes. They consist of two fundamental components: Steps and Tasks.