Employee Onboarding

The Situation

Every new hire needs the same 20 to 30 tasks: accounts, equipment, training, introductions. HR keeps the list in a sheet and copies it by hand for each hire.

The Approach

1. Create one onboarding issue per new hire.
2. Keep a master sheet with Summary, Assignee (IT, HR, or manager), Due Date, and Priority.
3. Import the sheet under the new hire's issue.

Result

Each team sees only its own subtasks by filtering on assignee. Nothing is missed because the list is the same every time.

Tips

• Use the assignee column for teams' owners, not for the new hire.
• Save the mapping as the project's default template.