Volume

Number of workers by country (employees, contractors)

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Number of hires per month (employees, contractors)

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Number of terminations per month (employees, contractors)

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Systems in use – HR, ATS

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Current Process

Briefly describe your current onboarding process.

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When and what initiates the onboarding process (e.g., when an employee is hired in ATS or HRIS, a hiring manager submits a form, etc.)

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List the system names involved in the process.

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What’s working well and what would you like to change?

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People Involved

Who are all the participants in the onboarding process (e.g., HR, IT, Manager, Facilities, others)?

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Who is the owner and who are “watchers”?

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When and how do all the participants get involved in the process?

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What’s working well and what would you like to change?

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Pre-boarding

What does your pre-boarding process look like? This could involve communication with the new hire before they join.

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What happens within an application (e.g., HRIS) vs. what are you managing through emails, spreadsheets, or other processes?

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Do you have a need to contact them for information such as laptop preference, shipping address, t-shirt size, etc? If yes, how do you do that today?

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Do you have anyone to send virtual welcome cards or a video message? Are calendar invites sent out for the first week?

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Visibility

How do you get visibility into the status of a new hire’s onboarding? Provide a response from the perspective of HR, New Hire, Hiring Manager.

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Compliance

Are there any regulatory or compliance requirements (e.g., SOC compliance, required audit trails, approvals, etc.) for certain tasks?

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What are typical process times for onboarding? For example, are most hires planned, or do you have the need for immediate hiring?

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Scenarios

What scenarios make onboarding in your organization unique and challenging? Do you run into any of these scenarios?

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Efficiency

Where do you spend most time?

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What are the repetitive tasks you would like to see automated? Provide a response from the perspective of HR, New Hire, Hiring Manager, IT.

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Other

What are other challenges you face with the onboarding process? Provide a response from the perspective of HR, New Hire, Hiring Manager, IT.

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Current Process

Describe your current offboarding process.

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When and what initiates the offboarding process (e.g., when an employee is terminated in HRIS, a hiring manager submits a form, etc.)

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What’s working well and what would you like to change?

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People Involved

Who are all the participants in the offboarding process (e.g., HR, IT, Manager, Facilities, others)?

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When and how do all the participants get involved in the process?

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What’s working well and what would you like to change?

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Post-offboarding

What does your post-offboarding process look like? This could involve communication with the former employee after they leave.

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Visibility

How do you get visibility into the status of an employee’s offboarding? Provide a response from the perspective of HR, New Hire, Hiring Manager.

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Compliance

Are there any regulatory or compliance requirements (e.g., required audit trails, approvals, etc.) for certain tasks?

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What are typical process times for offboarding? For example, are most terminations planned, or do you have the need for immediate terminations?

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Scenarios

What scenarios make offboarding in your organization unique and challenging? Do you run into any of these scenarios?

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Efficiency

Where do you spend most time?

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What are the repetitive tasks you would like to see automated? Provide a response from the perspective of HR, Former Employee, Hiring Manager, IT.

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Other

What are other challenges you face with the offboarding process? Provide a response from the perspective of HR, Former Employee, Hiring Manager, IT.

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