Dynamic new hire name in onboarding task templates
K
Kiley Murray
We assign onboarding tasks to managers for each new hire, and we’d like the new hire’s name to be added automatically to the task title and description. For example, a template task titled “Schedule first week check-in with {New Hire Name}” would populate as “Schedule first week check-in with Jordan Smith” when assigned.
Currently, we have to manually edit each task to add the new hire’s name. When a manager has more than one new hire onboarding at the same time, tasks without names can look identical, which creates confusion about which task belongs to which person.
Adding dynamic placeholders (such as new hire name, start date, or job title) to task templates would reduce manual work for our HR team and make it easier for managers to track and complete their onboarding tasks.
A
Ali Wong
Love this idea and really wish there would be an onboarding module that starts from pre-boarding through Day one
C
Carrie Bath-Scheel
Ali Wong I totally agree with you :)