Preparing onboarding packets from blank templates
- Problem
- Onboarding packet preparation is assembled by hand, one document at a time, from templates that have to be located, renamed and re-checked for every new joiner.
- Proposed flow
- The team keeps an approved, blank template set. An assistive workflow assembles a draft packet from those blank templates against a written checklist, marks which items are still outstanding, and records which source it used for each part.
- Human checkpoint
- The draft is a working document only, prepared with blank templates and no employee data. A named member of the HR team reviews it, completes the personal details themselves, edits anything incorrect, and signs the packet off before it is issued.
- Intended benefit
- Less repetitive assembly work, a packet that starts complete against the checklist, and a review step that stays with the team that owns it.
