# Onboard a new employee

> A process map exported from forks.world (https://forks.world). Author: Brian. Source: https://forks.world/p/cmv0iee9j004ujw06qnbuypvg
> It describes who does what, in what order, and with which technology. Read the plain-language sections first; the JSON at the end is the exact, complete data.

## Summary

- 18 steps across 2 layers
- Persona: HR, Manager, IT, Buddy, The new hire
- Technology / systems: HR system

## How to read this file

- A process is made of **layers**. The main layer is the top level; any step of kind `subprocess` opens a detail layer with its own lanes and steps.
- **Lanes** are either persona (people/roles) or technology (systems). Each step belongs to one lane; `using` lists tools a person uses for that step.
- Step kinds: `start`, `task`, `decision` (its arrows carry the answer as a label), `subprocess`, `end`.

## Onboard a new employee

Lanes:
- HR: person / role (id `hr`)
- Manager: person / role (id `mgr`)
- IT: person / role (id `it`)
- Buddy: person / role (id `buddy`)
- The new hire: person / role (id `new`)
- HR system: technology / system (id `sys`)

Steps, in the order they run:

1. **Offer accepted and start date confirmed** [start; HR; id `e1`]
   - then Order a laptop and set up accounts
2. **Order a laptop and set up accounts** [task; IT; id `e2`]
   - then Everything ready before day 1?
3. **Everything ready before day 1?** [decision; IT; id `e3`]
   - if "Yes" go to Plan the first 30 days and book key meetings; if "No" go to Use a loaner and expedite
4. **Plan the first 30 days and book key meetings** [task; Manager; id `e4`]
   - then Day 1: welcome, paperwork, tour
5. **Day 1: welcome, paperwork, tour** [task; The new hire; id `e5`]
   - then Lunch and a walkthrough of how things really work
6. **Lunch and a walkthrough of how things really work** [task; Buddy; id `e6`]
   - then Training and shadowing
7. **Training and shadowing** [subprocess; The new hire; id `e7`], opens the detail layer "The first weeks"
   - then Week 1 check-in
8. **Week 1 check-in** [task; Manager; id `e8`]
   - then Clear on the role?
9. **Clear on the role?** [decision; The new hire; id `e9`]
   - if "Yes" go to Agree 30-60-90 day goals; if "No" go to Clarify expectations and adjust the plan
10. **Agree 30-60-90 day goals** [task; Manager; id `e10`]
   - then 90-day feedback survey
11. **90-day feedback survey** [end; HR; id `e11`]
12. **Clarify expectations and adjust the plan** [task; Manager; id `e9a`]
   - then Week 1 check-in
13. **Use a loaner and expedite** [task; IT; id `e3a`]
   - then Plan the first 30 days and book key meetings

```mermaid
flowchart LR
  subgraph l_hr["HR"]
    n_e1(["Offer accepted and start date confirmed"])
    n_e11(["90-day feedback survey"])
  end
  subgraph l_mgr["Manager"]
    n_e4["Plan the first 30 days and book key meetings"]
    n_e8["Week 1 check-in"]
    n_e9a["Clarify expectations and adjust the plan"]
    n_e10["Agree 30-60-90 day goals"]
  end
  subgraph l_it["IT"]
    n_e2["Order a laptop and set up accounts"]
    n_e3{"Everything ready before day 1?"}
    n_e3a["Use a loaner and expedite"]
  end
  subgraph l_buddy["Buddy"]
    n_e6["Lunch and a walkthrough of how things really work"]
  end
  subgraph l_new["The new hire"]
    n_e5["Day 1: welcome, paperwork, tour"]
    n_e7[["Training and shadowing"]]
    n_e9{"Clear on the role?"}
  end
  n_e1 --> n_e2
  n_e2 --> n_e3
  n_e3 -->|"Yes"| n_e4
  n_e3 -->|"No"| n_e3a
  n_e3a --> n_e4
  n_e4 --> n_e5
  n_e5 --> n_e6
  n_e6 --> n_e7
  n_e7 --> n_e8
  n_e8 --> n_e9
  n_e9 -->|"Yes"| n_e10
  n_e9 -->|"No"| n_e9a
  n_e9a --> n_e8
  n_e10 --> n_e11
```

### The first weeks (detail of step "Training and shadowing")

Lanes:
- Manager: person / role (id `mgr`)
- Buddy: person / role (id `buddy`)
- The new hire: person / role (id `new`)

Steps, in the order they run:

1. **Give a small real win to finish in week 1** [start; Manager; id `p1`]
   - then Introduce key people across teams
2. **Introduce key people across teams** [task; Buddy; id `p2`]
   - then Complete the required training
3. **Complete the required training** [task; The new hire; id `p3`]
   - then Shadow customer calls or code reviews
4. **Shadow customer calls or code reviews** [task; The new hire; id `p4`]
   - then Review what was learned together
5. **Review what was learned together** [end; Manager; id `p5`]

```mermaid
flowchart LR
  subgraph l_mgr["Manager"]
    n_p1(["Give a small real win to finish in week 1"])
    n_p5(["Review what was learned together"])
  end
  subgraph l_buddy["Buddy"]
    n_p2["Introduce key people across teams"]
  end
  subgraph l_new["The new hire"]
    n_p3["Complete the required training"]
    n_p4["Shadow customer calls or code reviews"]
  end
  n_p1 --> n_p2
  n_p2 --> n_p3
  n_p3 --> n_p4
  n_p4 --> n_p5
```

## Full data (JSON)

```json
{
  "title": "Onboard a new employee",
  "maps": {
    "m_plan": {
      "id": "m_plan",
      "lanes": [
        {
          "id": "mgr",
          "name": "Manager",
          "type": "person"
        },
        {
          "id": "buddy",
          "name": "Buddy",
          "type": "person"
        },
        {
          "id": "new",
          "name": "The new hire",
          "type": "person"
        }
      ],
      "steps": [
        {
          "id": "p1",
          "kind": "start",
          "lane": "mgr",
          "next": [
            {
              "to": "p2"
            }
          ],
          "uses": [],
          "label": "Give a small real win to finish in week 1"
        },
        {
          "id": "p2",
          "kind": "task",
          "lane": "buddy",
          "next": [
            {
              "to": "p3"
            }
          ],
          "uses": [],
          "label": "Introduce key people across teams"
        },
        {
          "id": "p3",
          "kind": "task",
          "lane": "new",
          "next": [
            {
              "to": "p4"
            }
          ],
          "uses": [],
          "label": "Complete the required training"
        },
        {
          "id": "p4",
          "kind": "task",
          "lane": "new",
          "next": [
            {
              "to": "p5"
            }
          ],
          "uses": [],
          "label": "Shadow customer calls or code reviews"
        },
        {
          "id": "p5",
          "kind": "end",
          "lane": "mgr",
          "next": [],
          "uses": [],
          "label": "Review what was learned together"
        }
      ],
      "title": "The first weeks",
      "parent": {
        "map": "m_root",
        "step": "e7"
      }
    },
    "m_root": {
      "id": "m_root",
      "lanes": [
        {
          "id": "hr",
          "name": "HR",
          "type": "person"
        },
        {
          "id": "mgr",
          "name": "Manager",
          "type": "person"
        },
        {
          "id": "it",
          "name": "IT",
          "type": "person"
        },
        {
          "id": "buddy",
          "name": "Buddy",
          "type": "person"
        },
        {
          "id": "new",
          "name": "The new hire",
          "type": "person"
        },
        {
          "id": "sys",
          "name": "HR system",
          "type": "system"
        }
      ],
      "steps": [
        {
          "id": "e1",
          "kind": "start",
          "lane": "hr",
          "next": [
            {
              "to": "e2"
            }
          ],
          "uses": [],
          "label": "Offer accepted and start date confirmed"
        },
        {
          "id": "e2",
          "kind": "task",
          "lane": "it",
          "next": [
            {
              "to": "e3"
            }
          ],
          "uses": [],
          "label": "Order a laptop and set up accounts"
        },
        {
          "id": "e3",
          "kind": "decision",
          "lane": "it",
          "next": [
            {
              "to": "e4",
              "label": "Yes"
            },
            {
              "to": "e3a",
              "label": "No"
            }
          ],
          "uses": [],
          "label": "Everything ready before day 1?"
        },
        {
          "id": "e3a",
          "kind": "task",
          "lane": "it",
          "next": [
            {
              "to": "e4"
            }
          ],
          "uses": [],
          "label": "Use a loaner and expedite"
        },
        {
          "id": "e4",
          "kind": "task",
          "lane": "mgr",
          "next": [
            {
              "to": "e5"
            }
          ],
          "uses": [],
          "label": "Plan the first 30 days and book key meetings"
        },
        {
          "id": "e5",
          "kind": "task",
          "lane": "new",
          "next": [
            {
              "to": "e6"
            }
          ],
          "uses": [],
          "label": "Day 1: welcome, paperwork, tour"
        },
        {
          "id": "e6",
          "kind": "task",
          "lane": "buddy",
          "next": [
            {
              "to": "e7"
            }
          ],
          "uses": [],
          "label": "Lunch and a walkthrough of how things really work"
        },
        {
          "id": "e7",
          "kind": "subprocess",
          "lane": "new",
          "next": [
            {
              "to": "e8"
            }
          ],
          "uses": [],
          "child": "m_plan",
          "label": "Training and shadowing"
        },
        {
          "id": "e8",
          "kind": "task",
          "lane": "mgr",
          "next": [
            {
              "to": "e9"
            }
          ],
          "uses": [],
          "label": "Week 1 check-in"
        },
        {
          "id": "e9",
          "kind": "decision",
          "lane": "new",
          "next": [
            {
              "to": "e10",
              "label": "Yes"
            },
            {
              "to": "e9a",
              "label": "No"
            }
          ],
          "uses": [],
          "label": "Clear on the role?"
        },
        {
          "id": "e9a",
          "kind": "task",
          "lane": "mgr",
          "next": [
            {
              "to": "e8"
            }
          ],
          "uses": [],
          "label": "Clarify expectations and adjust the plan"
        },
        {
          "id": "e10",
          "kind": "task",
          "lane": "mgr",
          "next": [
            {
              "to": "e11"
            }
          ],
          "uses": [],
          "label": "Agree 30-60-90 day goals"
        },
        {
          "id": "e11",
          "kind": "end",
          "lane": "hr",
          "next": [],
          "uses": [],
          "label": "90-day feedback survey"
        }
      ],
      "title": "Onboard a new employee",
      "parent": null
    }
  }
}
```