How a new hire is onboarded in Emitii
- 1
Invite
An admin invites the new hire as a Member and sets department and groups.
- 2
List
Create a to-do list for the new hire in the Onboarding space.
- 3
Assign
Assign to-dos to the manager, buddy and new hire with due dates.
- 4
Meetings
Put first-week meetings on the Schedule with invitees.
- 5
Welcome
Publish a welcome post in the Company space.
- 6
Check-in
Hold the 30-day check-in and archive the finished list.
Who this setup is for
Office managers, founders and team leads at small and growing companies who hire a few people a year and want every new starter to get the same first weeks. It keeps the checklist, the documents and the welcome in one place instead of in an email chain.
You build this once by hand in a few minutes, then add one list per new hire.
Before the first day
An admin invites the new hire from Admin > Invitations as a Member, and sets their department and groups in Admin > People. Access to spaces can be granted by department or group, and access adds up, so the new hire gets everything their team can see.
Spaces to create
| Space | Space type | Purpose |
|---|---|---|
| Onboarding | Internal | One list per new hire, handbook, welcome posts |
| Company (if you do not have one) | Internal | Company-wide updates and policies |
Modules to turn on
The Internal type starts with Tasks, Schedule, Timesheet, Posts and Activity, plus Pulse. Turn on Docs & Files. Turn off the Timesheet in Onboarding.
Task lists and example to-dos
Create one list per new hire, named for the person and start date (e.g. "Anisha, starts 3 November"). Example to-dos:
- Before day one (manager): "Send invitation", "Prepare laptop", "Add to team spaces", "Pick an onboarding buddy"
- Week one (new hire): "Read the handbook", "Set up profile and notifications", "Meet each team member", "Shadow a client call"
- Month one: "First project task", "30-day check-in with manager"
Assign each to-do to the right person with a due date. The new hire sees theirs on Home and in My calendar.
Docs and folders
Create folders for Handbook, Policies, How we work and Tools and access. Write the handbook as docs so people can comment with questions. Keep policies current by uploading new versions rather than new files.
Schedule
Add the new hire's first-week meetings as events with invitees: welcome session, team introductions, buddy lunch, 30-day check-in. For regular intakes, add a recurring monthly "New joiners session".
Pulse and Posts
Publish a welcome post in Company introducing the new hire, with "Notify everyone" if the team is small. Use Pulse in Onboarding for questions; the buddy and manager answer there. Inside the space, a new hire can @emitii in Pulse to ask what is on their list this week.
Optional board Rules
Onboarding usually lives in Tasks, not the Board. If you prefer a board with columns Not started, This week, Done, add a rule: when a card enters Done, mark it complete.
Keeping onboarding consistent
The value of this setup comes from every new hire getting the same first weeks. Keep a master list of onboarding to-dos in a doc in the Onboarding space, and copy from it each time you create a new hire's list. After each 30-day check-in, ask the new hire what was missing or confusing and update the master doc and the handbook. Archive a new hire's list once it is finished; archived lists are kept and can be restored. Over time the handbook answers the questions that used to arrive in direct messages.
Try it
Read business operations for other internal routines, access control for how departments and groups grant access, or the small business template for a whole company setup. Emitii is invite-only: request access, or try a live demo from the Emitii home page.
Frequently asked questions
- Can I reuse an onboarding checklist for each new hire?
- Yes. Create a new list for each hire from the same to-dos, so every new starter gets the same first weeks.
- How does a new hire get access to the right spaces?
- Admins grant space access to departments and groups. Adding the new hire to their department or group gives them that access.
- Can I import several new employees at once?
- Yes. Admins can import people from a CSV file in Admin > People, using the provided template.
Related
- Business operationsRun internal routines, policies, company updates and team admin in Emitii with Internal spaces, recurring to-dos, Posts and Docs & Files.
- Permissions & accessEmitii access control combines workspace roles, per-space levels for each area, groups, departments and custom roles, with every admin action in an audit log.
- Small business workspaceA plain Emitii setup for small businesses: a few spaces for operations and customer work, recurring to-dos, policy folders and weekly updates.
- Tasks & boardRun work in Emitii on a kanban Board with priorities, labels, blocked flags and checklists, plus to-do lists with recurring tasks and Send to board.
- Admin & accessInvite people to Emitii, import them from CSV, add guests, organise groups and departments, set space access levels and review the audit log.