Meet a ShareFile Partner: DesignFlow Labs

Flow Labs Founder Joel Hall has used Podio as a customer since 2012 and has been consulting for ShareFile and Podio for the last three years.

Through his ample experience, Joel has developed expertise across industries, particularly in marketing, sales, project management, and HR workflow optimization, allowing Joel to transform numerous organizations.

“About 95% of DesignFlow Labs runs off of Podio and ShareFile.”

Joel Hall, Founder, DesignFlowLabs

The HR Onboarding Template

Inspiration Behind the Template

After assisting larger organizations with HR Service Management and Employee Onboarding and Transitions, Joel has become familiar with the required processes.

Starting with a well- defined set of tasks and internal collaboration can benefit many organizations.

Benefits of Using the Template

• Designed for You: Organizes and orchestrate key actions during the employee onboarding process.
• Complete customization: Utilize the tailored template “as is” or adjust it to fit your exact needs and save as a new template.
• Enhanced collaboration: Keep newly onboarded team members and HR staff on the same page in collaboration spaces.

What’s in the HR Onboarding Template

• Document Request List templates
  • Personal Documents: Receive important personal documents like I-9s, benefit enrollment forms, and policy agreements.
  • Financial Documents: Collect pertinent financial documents including W-4's, state tax withholding forms, and direct deposit forms.

• Task template
  • Employee onboarding task list: Clear milestones created for the onboarding employee to track their progress.

• Information Request template
  • Personal and Emergency Contacts: Receive important contact information to save on file.

• Data Table template
  • Onboarding Tasks: Showcase important milestones for internal stakeholders to manage the onboarding journey.

Discover optimization and Improve Your Workflows

With DesignFlow Labs and ShareFile, organizations can expect smoother operations, reduced onboarding time, and a more positive experience for new employees.

Joel and DesignFlow Labs have extensive experience across industries that might benefit you and your organization.

Joel Hall

Founder, DesignFlow Labs