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The onboarding guide gives new team members a clear path for their first days and weeks. It outlines what they need to learn, set up, and complete to become productive quickly.

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Overview

Mission, Vision, Values

Core Policies

Announcements

How We Work

Work Guidelines

Processes (SOPs)

Meeting Schedule

People

Onboarding Guide

Employee Handbook

Team Directory

Product

Product Docs

Roadmap

Support / FAQs

Sales & Marketing

Brand Messaging

Customer Personas

Campaigns / Playbooks

Knowledge Base

Onboarding Guide

Welcome to EdriansNotes

Tool Access & Setup

First Week Tasks

Checklists & Milestones

Welcome to EdriansNotes

Company Introduction

• Mission: Explain the company's purpose and long-term vision.
• Core Values: Highlight 3–5 values and what behaviors exemplify them.
• Company Structure: Overview of departments, teams, and leadership.

Meet Your Team

• Team Directory: Access the Notion page with photos, roles, and contact info.
• Key Contacts: Who to reach for IT support, HR questions, project help, and approvals.
• Buddy / Mentor Assignment: Assigned colleague for guidance during onboarding.

Tool Access & Setup

Communication & Collaboration

1. Slack
   • Join relevant channels: #general, #projects, #team-specific.
   • Set notification preferences: mute non-essential channels during focus hours.
   • Introduce yourself in #general with name, role, and fun fact.
2. Notion
   • Access the Company Wiki, Project Boards, SOPs, and Templates.
   • Bookmark your personal workspace and pinned pages for quick reference.
   • Complete the introductory tour of core databases (Projects, Tasks, Decisions, Knowledge Base).
3. Email & Calendar (Google Workspace)
   • Connect your company email and calendar.
   • Sync recurring meetings and focus blocks with core hours (10 AM–3 PM CET).
4. Other Tools
   • Loom: Record and watch asynchronous video updates.
   • Figma: Access design files and mockups.
   • CapCut: Video editing for marketing content.
   • Beehiiv: Newsletter creation and analytics.
   • Verify that you can log in and have appropriate permissions. Report access issues immediately.

First Week Tasks

Day 1 – Orientation

• Meet your buddy/mentor for a 1:1 introduction.
• Explore the company wiki: overview, work guidelines, SOPs, and knowledge base.
• Review active projects and understand current priorities.
• Complete tool setup and test access for all platforms.

Day 2–3 – Role Training & Shadowing

• Review role-specific SOPs and guidelines.
• Shadow team members on active tasks or meetings.
• Attend any scheduled training sessions (content creation, Notion workflow, marketing processes).
• Begin contributing small items (comments, minor edits, updates) under guidance.

Day 4–5 – Hands-On Practice

• Take ownership of a small task or mini-project.
• Apply workflows and documentation practices from the wiki.
• Use async updates (Notion, Loom) to report progress.
• Submit feedback on onboarding: what was clear, what could be improved.
• Schedule a check-in with your mentor and manager to review first-week performance and questions.

Learning & Reference Resources

• Company Handbook (Notion): Core Policies, Work Guidelines, Employee Handbook.
• Templates & Dashboards: Timebox, Business Brain, project-specific templates.
• Internal Guides: Step-by-step guides for content creation, client onboarding, marketing campaigns.
• Additional Resources: Links to external learning materials, design systems, or industry references.

Checklists & Milestones

Account Setup

• Slack: Join channels, set profile photo, adjust notifications.
• Notion: Verify access to wiki, templates, and project boards.
• Email & Calendar: Sync calendar, set out-of-office notifications if needed.
• Other Tools: Verify login and permissions (Loom, Figma, CapCut, Beehiiv).

Training Completion

• Complete role-specific SOP review.
• Shadow assigned team members.
• Complete assigned exercises or small tasks.

Meetings & Introductions

• Attend scheduled team meetings.
• Meet key contacts for cross-functional collaboration.
• 1:1 check-in with buddy/mentor daily.

Reflection & Feedback

• Submit first-week reflection: what you learned, challenges, and questions.
• Provide feedback on onboarding process improvements.
• Discuss next steps and upcoming responsibilities with manager.

<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/88b6057c-88a7-4b7e-a15a-72737b91f9f5/8512c5c8-592c-4761-81d5-ce0f9c930e57/Cute_Avatar_2.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/88b6057c-88a7-4b7e-a15a-72737b91f9f5/8512c5c8-592c-4761-81d5-ce0f9c930e57/Cute_Avatar_2.png" width="40px" /> Hello, I'm Edrian, the creator of this template.

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