Employee onboarding

Onboarding: on the first day everything is ready

For SMEs that want to onboard new colleagues in an orderly way: one board per new person, every task with an owner and a date, from HR to IT.

Onboarding board for a new colleague with tasks before the first day, on the first day and in the first week
Discussion on the highlighted card
The new colleague adds their documents to the card before the first day at work
From practice

What HR professionals report

36%

of respondents had resignations as early as between the signing of the contract and the first day at work.

21%

saw new hires leave again quickly because there was no professional onboarding.

78%

think their own onboarding could be improved.

25%

use software for it.

Source: Haufe (a German business publisher), Onboarding Study 2023, 775 HR professionals and managers surveyed.

How it works today

The onboarding plan sits in an email to everyone who is supposed to prepare something, or in a spreadsheet that only HR knows about. On the first day, the computer, the access to the mailbox or the health and safety briefing is then missing.

Every department does its part, but nobody sees whether everything is ready.

How it works with Kanbalino

The process

Onboarding in four steps

Create a board

From the “Onboarding” template: phases, labels and first tasks are there, from the contract to the probation review.

Assign an owner

Every task gets a person and a date. Whoever is assigned gets a notification.

Invite the new person

As a guest, free of charge. They see only their board and add their documents to the card.

Tick off

Every department ticks off its part. The board shows what is still missing before the first day.

Before the start

The new colleague is involved before the first day

Invite the new person to their board as a free guest before they start. They add their documents to the card, ask questions and see what awaits them on the first day. They do not see the other boards of your business.

Card for the personnel file documents with a reply from the new colleague
Health and safety

The briefing on the first day, and again every year

The health and safety briefing must take place before work begins, be repeated at least once a year and be documented (DGUV Vorschrift 1, section 4, an accident prevention regulation of the German statutory accident insurance). In Kanbalino it is a card with a checklist that is created anew for the following year once it has been done. You attach the signed record as a file.

Card for the health and safety briefing with a checklist and yearly recurrence
Overview

Joiners and leavers in one list

“My tasks” shows everything that is assigned to you, across all boards and sorted by due date: the onboarding of the new colleague and the departure of another, where devices, keys and access rights are returned. That way, as little is left undone when someone leaves as when someone joins.

“My tasks” of the HR department with tasks from onboarding and from a colleague leaving
Features

The features behind it

When an onboarding task falls due, a rule notifies the person responsible, in HR just as in IT.

Learn more

One board per new person with the columns before the first day, first day, first week and first three months.

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The onboarding plan, meeting minutes and guidance are ready as notes, linked to the tasks.

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Price

Free for as long as you like

Up to five people can use Kanbalino with up to three boards at no cost and with no trial period that runs out. New colleagues join as guests before they start and are never counted.

If you onboard more than three people at the same time or more than five colleagues are involved, Premium starts at €4.95 per person and month, billed yearly, including VAT.

Honest questions

What businesses want to know before introducing it

Yes, with Premium. Adapt the “Onboarding” template to your business once and save the board as a custom template via the menu on its tile. Tasks, checklists and automation rules come with it. After that every new person gets their board with one click.

That is up to you. In the board’s Members window you change their role from guest to member. As a member they take up a seat, as a guest they do not.

No, not on its own. The card reminds you of the briefing every year, and you attach the signed record as a file. There is no electronic signature in Kanbalino.

No. Personnel files, contracts, payroll and the recording of working hours stay there. Kanbalino is the place for the tasks around joining and leaving.

That depends on your business and is not a question we can answer with binding effect. Kanbalino records who changed what on a task, and it has time tracking on the task. So clarify the introduction beforehand with your works council, the elected employee representatives in a German business.

A dedicated app for iOS and Android is planned, but it is not in the App Store yet. Kanbalino runs in the browser and can be added to the home screen of your phone, with nothing to install.

On our own server in Germany, in a data centre in Nuremberg. Sign-in can be secured with a second factor for your whole team, and you receive the data processing agreement (DPA) under Article 28 GDPR on request.

Your next onboarding as a board

Create an account, set up a board from the “Onboarding” template, invite the new colleague as a guest. No credit card and no trial period that runs out.