How it works
1
Create Workflow step as a template of a meeting
2
Create automation for a selected Employee
When an Employee goes through the process involving the meeting, a copy of the template is created for the Employee and filled with employee specific information.
3
Introist will automatically schedule a meeting based on your template
Calendar event is automatically created by Introist and invitations are sent to right attendees. You are kept up to date of any changes until the meeting takes place.
How do I set up a Nudge?
Can Nudges integrate with my current HR tools?
Is my data secure with Nudges?
Will Nudges overwhelm us with too many notifications?
What if we need more complex workflows?
Probation period intro meeting
What: Discuss goals and expectations for a six-month probation period
Who: Employee, Manager, HRBP
When: During the first week after start date
1-month check
What: Review that employee has got a good start and a successful onboarding
Who: Employee, Manager
When: One month after start date (+/- 5 days)
3-months check
What: Review midway progress
Who: Employee, Manager, HRBP
When: One month after start date (+/- 5 days)
5-months check
What: Final check and opportunity to discuss course changes
Who: Employee, Manager
When: One month after start date (+/- 5 days)
Probation period review
What: Review employees probation period and decide on next steps
Who: Manager, HRBP
When: Two weeks before probation period ends