Hi - I came across a thread from a few years ago regarding Employee Onboarding and figured there may be new and improved ways to do this.
I have many new employees starting, of slightly different types for the same team (for example, Project Manager, Product Designer, and Manager). Each of them have most of the same onboarding tasks, but there are several unique tasks that are specific to the role.
I want to enable a central list of all onboarding tasks which are relevant to each position type. Some tasks would apply to all three types of roles, some to two, and some to only one of the types of roles.
Then, when a new employee joins, I would select the role (position) of the employee on the team, and it would automatically show them all of the onboarding tasks that are associated to them. And they would be able to update each of those tasks’ statuses, specific to that particular employee. And it’s THAT point which I can’t figure out… is this possible to allow for per-user task status updates on tasks that are essentially shared amongst all other new employees of the same role (position) type?
Ultimately, I want to give them the kanban view of just their own onboarding tasks, and allow them to move their tasks to new columns (statuses) on the kanban board as they progress through their onboarding tasks.
I can do all of that for ONE employee using ONE base, but that is more or less like this template which doesn’t accomplish what I am trying to do - which is manage a central location for many new employees and track all of their progress in one place (and allow THEM to track their own progress too).
Any thoughts / ideas?
Thanks for your help!