This questionnaire is intended to determine high level onboarding process requirements. The answers to these questions will help inform the design and timelines for the implementation.
Onboarding Questionnaire
Category | Questions | Response |
|---|---|---|
Volume | Number of workers by country (employees, contractors) | [Response] |
Number of hires per month (employees, contractors) | [Response] | |
Number of terminations per month (employees, contractors) | [Response] | |
Systems in use – HR, ATS | [Response] | |
Current Process | Briefly describe your current onboarding process. | [Response] |
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.) | [Response] | |
List the system names involved in the process. | [Response] | |
What’s working well and what would you like to change? | [Response] | |
People Involved | Who are all the participants in the onboarding process (e.g., HR, IT, Manager, Facilities, others)? | [Response] |
Who is the owner and who are “watchers”? | [Response] | |
When and how do all the participants get involved in the process? | [Response] | |
What’s working well and what would you like to change? | [Response] | |
Pre-boarding | What does your pre-boarding process look like? This could involve communication with the new hire before they join. | [Response] |
What happens within an application (e.g., HRIS) vs. what are you managing through emails, spreadsheets, or other processes? | [Response] | |
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? | [Response] | |
Do you have anyone to send virtual welcome cards or a video message? Are calendar invites sent out for the first week? | [Response] | |
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. | [Response] |
Compliance | Are there any regulatory or compliance requirements (e.g., SOC compliance, required audit trails, approvals, etc.) for certain tasks? | [Response] |
What are typical process times for onboarding? For example, are most hires planned, or do you have the need for immediate hiring? | [Response] | |
Scenarios | What scenarios make onboarding in your organization unique and challenging? Do you run into any of these scenarios? | [Response] |
Efficiency | Where do you spend most time? | [Response] |
What are the repetitive tasks you would like to see automated? Provide a response from the perspective of HR, New Hire, Hiring Manager, IT. | [Response] | |
Other | What are other challenges you face with the onboarding process? Provide a response from the perspective of HR, New Hire, Hiring Manager, IT. | [Response] |
Offboarding Questionnaire
Category | Questions | Response |
|---|---|---|
Current Process | Describe your current offboarding process. | [Response] |
When and what initiates the offboarding process (e.g., when an employee is terminated in HRIS, a hiring manager submits a form, etc.) | [Response] | |
What’s working well and what would you like to change? | [Response] | |
People Involved | Who are all the participants in the offboarding process (e.g., HR, IT, Manager, Facilities, others)? | [Response] |
When and how do all the participants get involved in the process? | [Response] | |
What’s working well and what would you like to change? | [Response] | |
Post-offboarding | What does your post-offboarding process look like? This could involve communication with the former employee after they leave. | [Response] |
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. | [Response] |
Compliance | Are there any regulatory or compliance requirements (e.g., required audit trails, approvals, etc.) for certain tasks? | [Response] |
What are typical process times for offboarding? For example, are most terminations planned, or do you have the need for immediate terminations? | [Response] | |
Scenarios | What scenarios make offboarding in your organization unique and challenging? Do you run into any of these scenarios? | [Response] |
Efficiency | Where do you spend most time? | [Response] |
What are the repetitive tasks you would like to see automated? Provide a response from the perspective of HR, Former Employee, Hiring Manager, IT. | [Response] | |
Other | What are other challenges you face with the offboarding process? Provide a response from the perspective of HR, Former Employee, Hiring Manager, IT. | [Response] |
