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How to customize the onboarding packet
How to customize the onboarding packet

Pyn's onboarding packet guides managers and new hires on what to do for a smooth onboarding experience

Julianna Kapjian-Pitt avatar
Written by Julianna Kapjian-Pitt
Updated over 2 years ago

Who this onboarding packet is for

This packet is for new hires and their managers.

Purpose of this packet

By the end of this packet a new hire will know:

  1. When and where to arrive for their first day

  2. What to expect and do in Week 1

  3. How to review their 60-day plan with their manager

🤔 Why are these items included?

Without structure, new hires can feel unproductive and adrift. This information lets the new hire know what to expect and gets them productive faster.

By the end of this packet a new hire’s manager will know:

  1. How to create a 60-day plan

  2. How to create a Week 1 schedule for the new hire

  3. How to provide support to their new hire throughout onboarding

🤔 Why are these items included?

Providing context about the company’s mission, the team’s projects and goals, and team norms helps the new hire understand how their role fits in.

Length of time covered

From new hire offer letter signing to the new hire’s 7th week.

Pyns included in this packet

This packet includes 10 Pyns (5 for new hires and 5 for managers).

How to use this packet

In order to customize this packet to your company:

  • Personalize the language to fit your company’s style (e.g., if you have a special term for new starters or what you call your employees, formal v informal tone, etc).

  • Add company photos to the headings

  • Complete sections where you see “Pyn note to HR” or information requested in brackets with your own company’s information or links (e.g., for “What to expect and do in your first week” you should add links to company values, setting up benefits, connecting with IT, etc)

  • Be sure to fill in any bracketed information like [new starter] or [day of the week] that you see within the Pyn (e.g., the “Your 1st day is approaching fast! Here's what to expect” Pyn requires you to add information about where and when your new hire should arrive).

Things you can add later

  • IT and Office Management communications

  • Policy acknowledgments

  • Buddy Pyn

  • Skip-level manager welcome Pyn

What if I already have onboarding content?

Perfect! There are a couple of options for how you could combine Pyn’s content with your own.

You can edit any of the onboarding Pyns, as described above, to combine them with your content. Complete the sections where you see “Pyn note to HR,” remove sections that don’t work for you, or create new sections.

Alternatively, instead of adding your content into existing onboarding Pyns, you could mix and match between the two. For example, if you have checklists that currently go to your IT and Office Management teams, simply add those to Pyn’s onboarding packet.

We have made some suggestions, as seen in the table below, as to when you and where you might want to add your content into the existing onboarding packet.

Do's and Don'ts

Do

  • Personalize these Pyns to fit your company’s style and lingo

  • Add company photos to the headings of your Pyns

  • Be sure to fill in any bracketed information like [date of review deadline] or [day of the week] that you see in the Pyn

  • Complete sections where you see “Pyn note to HR” with your own company’s information or links

  • Make sure your content is timely, specific, actionable and direct

Don’t

  • Send more than 2 messages per week

  • Send overly long or detailed messages

  • Send Pyns too far in advance of when the information it contains will be needed

  • Create Pyns with vague titles and descriptions

  • Be too formal in your communications. Feel free to use pronouns like “we” and “I”

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