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The Ultimate Coda Handbook for People & HR Teams
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The Ultimate Coda Handbook for People & HR Teams
Notes

onboarding offboarding

Docs to include (to delete)

New hire onboarding + email messenger
Problem
Solution
new hire onboarding template
Problem
Solution
executive onboarding
Problem
Solution
offboarding tracker template
Problem
Solution
HR exit interviews - assisted by AI
Problem
Solution

Notes:

2 main areas onboarding and offboarding
does this explain why coda?

Why?
What is painful about onboarding offboarding?
organization, busywork, expensive tools, lack of customization, outdated info
sending the right information
ball getting dropped
disorganization, first impression
“well-documented” from new hires
have it in writing, async reading, time to check in and get to know folks socially,
easy reference to existing document
checklist
AI to help with fun facts
Feel cared for - welcome card in onboarding doc
I need to slack X about X. Just push a button— no more typing!
keep slack for convos and fun stuff. have your routine/standardized requests come through via Coda to ensure you include all of the right info.
How?
notification system
one source of truth
format personalized message
ease of pushing a button
standardized checklist
easy training

checklist of tasks
the right info is being included
timely notification
one system
execute faster
team alignment
saving money

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