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This template is ideal for NetSuite implementation partners who are onboarding new employees.

Who Can Benefit from This Template?

This template is ideal for NetSuite implementation partners who are onboarding new consultants, developers, or administrators. It follows a structured onboarding approach designed to set new hires up for success from their first day through to the end of their initial 90 days. When used together with BasicOps, more onboarding activities are captured in a structured tool so that tasks, communications, and data are stored in a single shared workspace.

How to Use this Template?

The template includes a broad range of tasks covering the initial acceptance from a new NetSuite consultant, developer, or administrator through the first 90 days of employment. Tailor the outline to each new hire by removing or adding tasks to reflect their specific role, experience level, and the needs of your practice.

Assign team members and due dates so the onboarding plan aligns with the employee's start date and 90-day milestone schedule.

The Project Summary is useful to quickly see the current status of each employee's onboarding progress at a glance.

Why Use this Template?

The template provides a well-structured starting point for bringing new NetSuite team members on board and includes tasks that managers might otherwise overlook during the busy early stages of a new hire's employment. It is easy to adapt to each employee's specific role by adjusting tasks before releasing the project to the relevant team members.

Key Features

• Sections that align with the main stages of employee onboarding, from initial offer acceptance through to the completion of the first 90 days.
• Subtasks that break larger onboarding activities into manageable steps for a smoother new hire experience.
• Important reminders for critical activities such as system access setup, role-specific training, and 30, 60, and 90-day check-ins.
• The ability to assign a responsible team member to each task and collaborate with internal staff directly at the task level.
• Due dates on tasks to help ensure each onboarding milestone is met on time and the new hire is progressing as expected.
• Use of BasicOps's integrated chat for quick questions and answers between managers, team members, and the new hire.
• Predefined task lists that help managers stay on top of overdue tasks, unassigned work, and tasks due in the next 7 days.
• Time tracking directly on each task, allowing you to see current time spent across all onboarding activities.