Onboarding an Employee

The Digital Marketing Department uses Organimi as our org chart platform. Here, you will find the entirety of Digital Marketing in LeadVenture. The Operations team is responsible for updating the charts as necessary. Follow the steps below to onboard an employee.

Create a card on the Digital Marketing Operations Trello board.

1. In the Templates column, click on the Onboard [Employee] card.

2. Click the blue Create card from template button.

3. Between the [Employee] brackets, remove the word Employee and replace it with the employee’s full name.

4. Keep the Checklists (make sure the box is checked).

5. Click the blue Create card button.

Once you have completed the steps above, a new card will be generated. Often, you will get partial information. It is best to wait until you have all the information before proceeding.

Gather information

You will need the following information to onboard an employee

Start Date
Name
Position
Manager
Company
Email address
Country

Go through the checklist

Add to Organimi.

To add a new employee to an existing role, click Edit Role.
Click + New in the right column.
Type in the First Name, Last Name, and Location (country) of the employee.
Click Save.