Onboarding checklists make sure nothing is forgotten when someone joins: reading the rules, getting access to the right channels, a first chat with their manager. Crew gives each new member the checklists that apply to them, and both sides tick tasks off on the member's profile.
Creating a checklist
Super Users open Settings → Onboarding → Onboarding checklists and click New checklist:
- Name: for example Welcome to Support.
- For: everyone, or one department.
- Tasks: up to 50. Each task is done either by the member or by their manager.
Editing a checklist changes it for people who get it from then on. Checklists people already have keep their tasks.
Who gets which checklist
- New members get every checklist for everyone, plus their department's.
- Members who move department get the new department's checklists (ones they already have aren't given twice).
- By hand: a manager or Super User opens a profile and uses Assign a checklist. Useful for people who joined before the checklist existed.
Ticking tasks off
Checklists appear on the member's profile under Onboarding, with progress for each one.
- The member ticks their own tasks.
- Managers in their reporting line, and Super Users, can tick any task, including the manager tasks.
Each ticked task shows who ticked it. A checklist is complete when every task is done; unticking a task reopens it. New checklists are announced to the member by DM (see Notifications).
Tip: Keep tasks short and checkable: "Read #rules", "Meet your team lead", "Get access to the scheduling channel". Put longer explanations in an announcement or a training.
Custom profile fields
The same settings page holds Custom profile fields, the extra details you keep on every profile. See Members and profiles.