Onboarding new employees successfully can be one of the most difficult and unorganized processes there is if it is not done right.

In this article, we will go on how to use all the relevant features in Connecteam that are onboarding associated, and the steps you should take in order to create an effective onboarding process. This article will use the example of creating an onboarding process for chefs in a restaurant, but the principles discussed here can be applied to any other industry.

The steps to onboarding a new employee using Connecteams all-in-one solution are as follows:

  1. Add your user to Connecteam

  2. Update personal information and add to your smart groups

  3. Create a welcome update

  4. Store all Documents in one place

  5. Create an onboarding course

  6. Remember the date

Now let’s get started!

👥 Step 1: Add your user to Connecteam

Let’s start from the start, which is to add a new member of your team to Connecteam!

Once you logged in to the platform, navigate your way to the ‘Users tab’ on the left-hand side and click on it.

Once inside the tab simply click on ‘Add users’ and fill in the requested details.

After filling in all the details, make sure to send the invite so Roy can download and connect to the application.

Congratulations! We have completed the first step!

ℹ️ Step 2: Update personal information and add it to your smart groups

After we have added the user, let’s make sure we have added all the personal details and added him to the relevant Smart Groups.

This will go a long way in the future, helping you organize and structure your company the way you imagine and best suit your needs and easily distribute the relevant content to the relevant people.

📢 Step 3: Create a welcome update

Now, Let’s give a warm welcome to our newest member of the team!

In a Connecteam shutout way using the updates feature. Using this feature you can make any boring announcements fun and engage.

Navigate to the Updates feature on the left-hand side.

Once we have clicked on the feature, let’s click on ‘add new’ on the right-hand corner of the screen.

From there we will choose the create from scratch option

Now let your imagination take the steering wheel and create a Welcome update! Add GIFs , Images, or anything you like.

The best part is that your whole team can welcome him by liking the post and even commenting.

To learn more about updates click here

💼 Step 4: Store all Documents in one place

Now, you might be wondering where you should store his contract, W-4, signed company policies, covid certification, etc.

We thought of that also so you can do it all in-house. Using our Documents feature you will keep track of important work documents per employee, set expiration for certifications, and ensure all required documents submitted by employees are accurate.

Let’s navigate our way to Documents on our left-hand sidebar and click on it.

Once inside, you can create packs - Connecteam’s new name for the old-time paper folders and assign them to relevant people to ask for relevant documents. You can approve or decline uploaded documents, upload documents on behalf of users, and even set expiration dates for specific documents through the setting tab.

To learn more about the Documents click here

👩‍🏫 Step 5: Create an onboarding course

So everyone is aware of the new team member and has wished him good luck. Now we need to build an onboarding Course using the Courses feature to get Roy up to date with all that is going on in the restaurant. Who is in charge of what, what do, how dishes look like, recipes, and much more!

The Courses feature is a way to easily create and deliver any type of training or process for the team to be able to perform from anywhere and at any time - from their mobile app or PC!

To learn more about the Courses click here

🎊Step 6: Remember the date

Roy has completed the course and can slowly start working in a much more organized manner having all his information available to him at all times.

Last but not least, celebrating birthdays and anniversaries is a show of care and appreciation to your employees.

Using our Celebration feature you can set Birthdays and anniversaries scheduled to be announced once they occur.

Simply access the Celebration tab on the left-hand side of the dashboard

Once inside the tab go to Options on the top right-hand corner and click on settings.

Here you can choose what you want to celebrate.

To learn more about Celebrations click here

In this article, we went over adding and onboarding a new employee to your business step by step adding them and introducing them to the team, guiding them through the first steps. Although the example was for onboarding, all the discussed features can be used in more than one way and should be manipulated to their limits.


✳️ This article’s purpose is to boost your creativity on what can be done using Connecteam as an all-in-one solution. It is important for us to say that depending on your company size, event complexity, and more, not every step might be relevant to you.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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