Onboarding Dictionary

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Tool login access request

Regardless of the team your new hire is on, they’ll need special access to systems their team uses. For instance, a new hire on the HR team will need access to Gusto or whichever HRIS their team uses.  

And a new hire on the recruiting team will need access to the ATS their team uses, like Ashby. And everyone needs access to the Slack workspace. And, well... you get it.

Surveys or forms

Keeping track of every single platform your teams use can be a lot. To make things easy, consider creating a systems access request form or survey that your new hire’s hiring manager (say that five times fast) fills out to identify the software their new hires need access to.

In Sora, as part of your onboarding workflow, you can create a survey that’s automatically sent to the hiring manager before their new hire’s first day.

“Now that we no longer have to think about these things, we're finally able to start thinking strategically."
- HR Coordinator, Plaid

Eliminate the wait

After your manager responds, in that same workflow, you can also have a task, assigned to your system admins, automatically trigger to provide the outlined permissions and access. This makes it easy to keep the momentum and have everything ready to go for your new hire in advance.

There’s nothing worse than making new hires wait for systems access when they want to hit the ground running, right?

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