Prysm Note for onboarding
Onboarding is repeated work that benefits enormously from a template. The first week is the same set of accounts, introductions and context every time, which makes it an obvious candidate for a checklist rather than improvisation.
What matters here
- A checklist per role, reused each hire
- Tasks with owners, not just dates
- One note with the context that is hard to ask for
- A buddy task for the first two weeks
- A review at the end to improve the checklist
The first day
Accounts, access, a person to ask, and one small real task. The last item matters most: a new starter with nothing to do forms an impression that is hard to change.
The first weeks
A checklist by week, not by hour. Over scheduling the first week leaves no room for the unanswered questions that come up while doing the work.
Capturing what was missing
At the end of onboarding, ask what was confusing and add it to the template. That single habit turns each hire into a better process for the next one.
Frequently asked questions
Keep reading
- Prysm Note for tax seasonTax season is easier when the paperwork was collected all year. Here is a structure for receipts, deadlines and the questions you will be asked.
- Prysm Note for career changeA career change is a project with research, a decision and an application phase. Keeping the three separate prevents months of reading with nothing changing.
- Tracking hiring in a shared spreadsheetA spreadsheet is the default hiring tracker for small teams, and it gets you further than expected. Here is where it stops scaling and what to do about it.
Turn talk into a plan
Capture a thought in plain language and let Prysm Note shape it into tasks and a timeline.
Disclaimer
This page is general information, not professional, legal, financial or medical advice. It describes common ways of working and how Prysm Note approaches them. Software changes over time, so details may differ from what you see in the product. Any product, company or brand names that appear are the property of their respective owners and are used only for identification. We do not claim any endorsement or affiliation. Where we compare approaches, we aim to describe each one honestly, including where a different approach may suit you better. Try the tools that matter to you and judge for yourself.