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Select someone for orientation

Decide who joins your team and send them the welcome.

Step by step

  1. Open the worker's file and find Decision.
  2. Click Select for orientation.
  3. Add a Personal message if you like. Leave Email and text them the welcome ticked.
  4. Click Select them. Their stage becomes Selected.
  5. They get an email and a text inviting them to orientation on Zoom on Saturdays, with the team Telegram link and anything still needed.
The Decision panel on a worker's file with Select for orientation
The Decision panel on the worker's file.

Good to know

  • Not ready yet? Choose Don't select for now, write what would help, and pick when to look again. They get a kind email, and they show under Due a second look when the date comes.
  • Undo decision moves them back to new and sends nothing.
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