3️⃣ main steps to onboarding a new employee in Asana

Tips and Tricks ⭐️ Forum Leaders tips
#1

If there were only 3 things to do when onboarding a new employee in a company using Asana, that would be:

:one: Add them to the relevant teams & projects in Asana. I very often see new employees not being a member of any team or projects and as a result just creating tasks not attached to anything.

:two: Encourage them to disable email notifications, teach them to use the Inbox properly and ask them to fill in their name, role and profile picture.

:three: Make sure they master My Tasks view and check their task list on a regular basis, you could assign a “champion” to them to help!

Anything I forgot that is critical?

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#2

@Bastien_Siebman great pro tip! A few considerations from my experience in regards to the main steps to take:

  • I would add the mention of Projects (in addition to Teams) in your first step. New hires are project-specific members on a few things (on boarding template and out of office project for holiday and PTO mapping) in addition to being part of a Team and having visibility to the projects within.

  • Setup their Profile. For us that means enter your First and Last name and list your Role (for Portfolio filtering). We do this as a part of step two.

  • In order to effectively achieve the 3rd step we assign them a “champion” to have someone guide them throughout Asana if new to it. This training is extremely key to adoption because it provides the opportunity to explain the WHY behind all the various use cases and processes throughout the business.

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#3

These are all great suggestions!

Especially love this idea!

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#4

Thanks Jerod I updated the post!

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#5

If we are a small company with several teams set up in Asana, and I am in charge of setting up the onboarding for all the new hires as we grow the company, do I create an “HR” team and then a New Hire Onboarding Project in there and invite each new hire to that team and to their individual Onboarding Projects within? Or do I create a New Hire Onboarding Project for each new hire within the team they will each be a member of? Does that make sense?

#6

You should have a private HR team, and one project for each hire and invite them onto that project only, not the whole team.

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