In HR, you have different functions or teams such as Onboarding, Talent Acquisition, Offboarding, etc. When you design your Microsoft Planner, you create a Plan for each function, and within each plan you set buckets for different subjects. For example in the Offboarding plan, you have one bucket for voluntary departure and another one for involuntary departure. Now, the plan as explained in the video is for one new joiner, if you create one plan for each new offer, you will have a mix between the plans with the functions. How would you advice to proceed with this in mind?
Hello dear! Thanks for your question. I'm happy to clarify this for you. To manage new hire onboarding effectively in Microsoft Planner, create separate plans for each HR function (like Onboarding, Talent Acquisition, Offboarding). Within each plan, use buckets for specific subjects (e.g., voluntary and involuntary departure in the Offboarding plan). Instead of creating a new plan for every new hire, utilize tasks and labels within each function's plan to track individual onboarding processes. This will help keep everything organized within their respective functions and avoid confusion. In my tutorial, I demonstrated the process with a single employee to keep the explanation concise and focused on the essential concepts. This approach ensures that viewers understand the foundational principles before scaling up to managing multiple employees.
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In HR, you have different functions or teams such as Onboarding, Talent Acquisition, Offboarding, etc. When you design your Microsoft Planner, you create a Plan for each function, and within each plan you set buckets for different subjects. For example in the Offboarding plan, you have one bucket for voluntary departure and another one for involuntary departure. Now, the plan as explained in the video is for one new joiner, if you create one plan for each new offer, you will have a mix between the plans with the functions. How would you advice to proceed with this in mind?
Hello dear! Thanks for your question. I'm happy to clarify this for you.
To manage new hire onboarding effectively in Microsoft Planner, create separate plans for each HR function (like Onboarding, Talent Acquisition, Offboarding). Within each plan, use buckets for specific subjects (e.g., voluntary and involuntary departure in the Offboarding plan). Instead of creating a new plan for every new hire, utilize tasks and labels within each function's plan to track individual onboarding processes. This will help keep everything organized within their respective functions and avoid confusion.
In my tutorial, I demonstrated the process with a single employee to keep the explanation concise and focused on the essential concepts. This approach ensures that viewers understand the foundational principles before scaling up to managing multiple employees.