Tag Archives: Kanban

About Kanban. See also Lean.

Best practices for On-boarding New Employees

From the moment a new hire walks in the door, they start forming opinions about your company culture, their role within the organization, and what it will be like to work for you. That’s why when it comes to hiring new employees, first impressions matter.

When done correctly, on-boarding can help new hires feel welcome, valued, and prepared to do their best work. But when done poorly, there are a lot of things that could go wrong. Here are a few tips to help make your on-boarding process as smooth as possible:

1. Start with the background check

Before you bring a new employee on board, it’s important to run a background check. This will help you verify that the person is who they say they are and that they don’t have any red flags in their past that could negatively impact your business.

A background check can also give you peace of mind that you’re making the best hiring decision possible. To know about a candidate, you need a process that ensures the new employee is the right fit for the job. Check out how this company conducts a background check for its new employees.

Start with the background check
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Check one business reference

When it comes to bringing on new employees, it’s important to do your due diligence and check their business references. This will help you get a better sense of their work ethic and what they’re capable of.

Screenshot showing card on Kerika board
Check one business reference

Check one personal reference

Personal references can give you valuable insights into an applicant’s character, work ethic and overall suitability for the job. They can also alert you to any red flags that might not be apparent from their resume or cover letter.

Asking for personal references is a simple but effective way to screen applicants and make sure you’re making the best possible hiring decision.

Screenshot showing details of a Kerika card
Check one personal reference

Check applicant’s resume/CV for completeness & accuracy

While on-boarding a new employee, it’s important to check their resume or CV for completeness and accuracy. This will help you ensure that there are no discrepancies in their work history.

If you find any inaccuracies, be sure to follow up with the employee to get clarification. It’s also a good idea to run a background check to verify the information on the resume. By taking these precautions, you can help ensure a successful on-boarding process for your new employee.

Screenshot showing details of Kerika card
Check applicant’s CV for completeness & accuracy

Confirm that applicant has all claimed academic & professional qualifications

It’s always a good idea to confirm that an applicant has all of the claimed academic and professional qualifications before onboarding a new employee. This can help ensure that the individual is qualified for the role and can help avoid any potential issues down the road.

There are a few ways to go about doing this, such as contacting references or requesting transcripts. Take the time to do your due diligence and it will pay off in the long run.

Screenshot showing details of Kerika card
Confirm that applicant has all claimed academic & professional qualifications

Credit Checks

Credit checks are an important part of the onboarding process for new employees. They help employers to verify an applicant’s identity and to ensure that the person is who they say they are. Credit checks also help to determine an applicant’s financial stability and to assess their risk of defaulting on their financial obligations.

Screenshot showing details of Kerika card
(Optional) Credit Checks

2. Get the necessary paperwork

Make sure you have all the necessary paperwork in order before the new employee starts. Here is a good example of how a US-based company collects all the necessary paperwork upfront from a new employee. The paperwork includes the W-4 form to calculate taxes, the I-9: form to verify the employee’s identity and eligibility to work in the US, the direct deposit form, and the employee handbook acknowledgment.

Screenshot showing details of Kerika card
Complete the necessary paperwork

3. Set clear expectations from the start.

New employees should know what is expected of them in their new role, and the best way to do this is to set up an Orientation Program and Schedule mandatory training sessions.

Orientation Program

The Orientation Program is a great opportunity for employees to learn more about their role, and ask questions and get to know their colleagues.

For the Orientation Program to go smoothly, choose a date and time that work for both you and the employee. You’ll want to make sure the program is informative and engaging. If your new employee feels welcomed and comfortable, they’ll be more likely to hit the ground running and be productive from day one.

Screenshot showing details of Kerika card
Schedule Orientation Program

Schedule mandatory training sessions

Training sessions for compliance and regulation are important for several reasons. First, they ensure that new employees understand the company’s policies and procedures from the day one.

Second, they help to ensure that employees are up-to-date on any changes in the law that may affect their job.

Finally, training sessions provide an opportunity for employees to ask questions and get clarification on any points that are unclear.

Screenshot showing details of Kerika card
Schedule mandatory training sessions

4. Make sure they have all the information about their team and department.

New employees should feel informed about their role, the company, and the team they’ll be working with. In the following example, the HR has organized a team lunch. This is a great to way to introduce a new employee, this gives a employees get to know each other well.

The department is also getting introduced to the new employee, and this is just as important. So a formal announcement about the new employee, helps existing employee know them better.

Screenshot showing details of Kerika card
Prepare departmental announcement

And last, but not least, don’t forget a Team Lunch on Day One!

Screenshot showing details of Kerika card
Organize team lunch for Day One

If you want to set up a Task Board for this, we have a free template ready for you.

How to make sure someone sees your Chat

With our latest update we have made it easy for you to ensure that someone on a board team always sees your chat message, even if they are not assigned to that card.

The old rule was that everyone who is currently assigned to a card would get new chat pushed to them as emails.  Now, you can make sure someone gets that email notification right away, even if they aren’t assigned to a particular card:

Screenshot showing examples of directed chat
Directed chat

Using this feature is simple: just type the letter “@” anywhere in your chat message and Kerika offers all the matching suggestions:

Screenshot showing example of sending new chat
Sending new chat

“@All” lets you push your chat to every Board Admin and Team Member — something you should do only rarely to avoid annoying people!

Try this feature and let us know if we can improve it.

Some improvements for Task Auto-Numbering

We got feedback from some users after our last big release on how we could improve the user experience for folks who like to use the auto-numbering feature for Task Boards, and we have made these changes:

When you open a task, it’s number is shown (but can’t, of course, be edited)

Screenshot showing the Task Details dialog with numbering turned on
Editing a Numbered Task

You can now search for a numbered task simply by typing “#number” in the Search box

Screenshot showing how search by task number works
Search by Number

A more space-efficient layout for Task Boards

We have redesigned the Task/Card details dialog to provide a more space-efficient layout, so you can see more of what you need without having to scroll:

Screenshot showing the Task Details dialog
Task Details

What used to be vertical tabs for Details, Chat, etc., is now a compact horizontal tab; this frees up a lot of space to see the details of the tags.

The other big change we made is to make the Priority setting separate from other Tags:

Screenshot highlighting position of Task Priority field
Task Priority flag

Clicking on the star will bring up your task priority options:

Screenshot showing possible values for Task Priority
Task Priority

Moving entire columns of tasks (cards)

We have added a new function to let Board Admins and Team Members move an entire column of tasks (cards) with a single action, within a single board or across multiple boards in the same account.

The function can be accessed by from the  menu that appears as a pop-up when you click on the dots on the top of each column, as well as when you use the right-click mouse action on any cards:

Screenshot showing the Task Options menu
Move entire column

If you choose the Move to another column action, a pop-up dialog appears that lets you choose the column you want to move these cards to:

Screenshot showing the Move to Another Column dialog
Move to another column

If you choose the Move to another board action, a new dialog appears that lets you choose the board where you want these tasks to go to:

Screenshot showing moving cards from one board to another
Move to another board

After selecting a destination board, you can then pick the exact location of the column you are moving, relative to the columns that are already on that board.

And, as you can see, from the screenshot, you are also able to move columns from boards in one account to another account where you are also an Account Member.