HR is no joke. Not only are you responsible for keeping your organization afloat, but you also need to create a stellar hiring and onboarding process to attract and retain top talent. There's a shaky balance between needing to create a thorough process that reduces the risk of hiring the wrong people, but is also streamlined enough to efficiently fulfill your business goals (without anyone pulling their hair out). This process can be daunting, but there are loads of inexpensive tools out there that can make your job a piece of cake.
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Flexible online form building platform. Quickly
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Agenda
•Thinking about your Hiring Process
• Recruiting process
• Interviewing process
• Onboarding process
• Build your pipelines w/ Trello
• Build your recruitment pipeline
• Build your Interview pipeline
• Build your on boarding pipeline
• Other helpful HR boards
Tips & Tools You Need to Build a Successful Hiring Process
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Gather Requirements Develop job description Leverage promotional channels
Goal: Find and curate a short list of qualified
candidates to fulfill job opening
Establish what is you are
looking for
Communicate clearly the
opportunity and your requirements
Get the word out. Look beyond the
major job boards
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Time frame
Necessary skills/
experience
Culture fit
Gathering requirements
S
Establish your business
objectives and determine
whats important
Define your goals
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Tie directly to your goals
Don’t forget your own
culture!
Communicate clearly
Develop job description
Align with business
objectives
A good description will save
your HR team time upfront by
reducing the number of
unqualified applications
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Form Tip:
Use Formstack to quickly build your
online job applications
Collect resume
attachments
Email routing
Sync up with Trello
(other applications)
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Look Internal
Social Media
Referrals
Promotion: Get the word out!
Leverage all of your
distribution channels
Yes, of course use job
boards, but don’t forget
about other channels
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Screening Involve others Ask the right questions
Goal: From our shortlist, determine the best
candidate to receive an offer
Save time with clear, upfront
communication to weed out
unqualified/uninterested
candidates
Crowdsource candidate
feedback in order to reduce
the chances of selecting a
poor fitting candidate
Craft questions in a way that
allows you to accurately
qualify candidates
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Screening Candidates
Manage expectations
Setup qualifier questions
Remember to sell the
opportunity
Clear, upfront
communication
early on
Proper screenings saves
valuable time and helps
identify potential fits more
efficiently
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Hire by Consensus
Involve a third party
Collect feedback
Involve Others
Involve relevant
parties in the
process
Reduce the risk of hiring a poor
candidate by crowdsourcing
feedback from your team
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Form Tip:
Use Formstack to put together
candidate score cards and
evaluation forms
Feedback collection Make better decisionsApproval workflow
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Remember
cultural fit
Try exercises
where applicable
Consistent with
job requirements
Ask the right questions
Get the answers you
need to be confident
in your hires
You need to reduce the risk
of a poor fitting candidate
as much as possible. Do so
by asking the right
questions, and sometimes
going beyond just verbal
questioning
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Goal: Ensure new hires have a smooth
transition into their new role and have all they
need to be successful
Paperwork Culture transition Ensure employee success
Make it easy track the status.
It can be fun too
Get your new hires
acquainted with co-workers
and your company culture
Be sure to provide all that is
needed to ensure your new
hires are successful
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Paperwork and formalities
Organize onboarding items
Make it easy to
communicate status
Can be tedious, but
also fun
It’s tedious, but it
doesn’t have to be
painful or boring
Create an on boarding
process thats repeatable
and trackable. And why not
spice it up a bit?
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Form Tip:
Use Formstack to allow new hires to
complete on boarding docs online
Collect e-signatures Keep personal info secureData Export
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Create opportunities for
non-work interaction
Buddy system
Check- in
Social and culture transition
Get new hires
acquainted with
colleagues and culture
Include non work related social
interactions to warm up new
hires to culture and their new
team
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Encourage self
learning
Timely feedback loops
Periodical Checkins
Ensure employee success
Give your new hires
all they need to be
successful
Be proactive about
providing tools and help
where necessary
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Other ways Formstack can help
HR administrators
View more at www.formstack.com
Job applications Evaluations PTO requests
SurveysExpensesComplaints
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Build Your Hiring Pipeline w/ Trello!
• Recruitment Pipeline
• Interview Pipeline
• Onboarding Pipeline
• Other HR Boards
• Employee Directory
• People Team
• Employee Manual
How to Run Your Small Business with Online Forms
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Trello’s boards, lists, and cards enable you to organize and
prioritize your projects in a fun, flexible and rewarding way
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Recruitment Pipeline
View current statuses
of your positions at a
glance
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Recruitment Pipeline
Assign recruiters to
“own” job positions
Attach job descriptions
from Google Drive
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Interview Pipeline
Get a bird’s eye view of
where candidates are in the
pipeline
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Interview Pipeline
Create a new card for
each candidate that
enters pipeline
Create labels for each
open position to allow
for filtering by position
type
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Form Tip:
Use Zapier to get your Formstack forms to
talk to your Trello boards
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Onboarding Pipeline
Break down your on
boarding process
into a simple to
follow board
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Onboarding Pipeline
Provide answers to all
first day questions
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Onboarding Pipeline
Make documents such as
forms that need to be
signed accessible
Track completion
status of to do items
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Onboarding Pipeline
Share your company
story and culture
Have new hire’s share a
little about themselves on
a who’s who list
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Employee Directory
Break down your on
boarding process
into a simple to
follow board
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Organize your People Team