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Tips to onboard team members

Google Workspace productivity guide

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Manage information gathering

Cut down on paperwork by moving all your administrative onboarding processes online. With Forms, you can create electronic forms to gather new employee information, collect policy-acknowledgement signatures, and more—in just minutes. These forms are easy to update and can be accessed from kiosks, computers, or mobile devices.

Create a new form.

Learn how
  1. Go to Google Forms.
  2. Click Blank Plus .
  3. A new form will open.

Learn more at the Google Docs Editors Help Center

 

 

Create onboarding documents

Onboarding new team members requires a large amount of content, including health and safety procedures, professional employment contracts, employee handbooks, and so on. Use Docs with your team to create content at the same time, provide specific feedback through real-time comments, and produce documents that capture everyone’s perspective.

Learn how

Create and name your document

  1. On your computer, open a Google Docs, Sheets, Slides, or Forms home screen.
  2. Click Create Plus.

You can also create a document from a template.

At the top of the page, click Untitled document and enter a new title.

Learn more at the Google Docs Editors Help Center

 

 

Set up employee checklists

Create checklists in Sheets that include all the tasks new employees need to get up to speed, such as software training, company policy reviews, and more. If employees have a question about a task, they can insert a comment in the spreadsheet and get instant feedback.

Learn how

Create a spreadsheet

  1. On your computer, open a Google Docs, Sheets, Slides, or Forms home screen.
  2. Click Create Plus.

You can also create a document from a template.

At the top of the page, click Untitled document and enter a new title.

Learn more at the Google Docs Editors Help Center

 

 

Store onboarding materials in one place

Store all your onboarding materials in a shared drive and share it with your organization and any new employees. Onboarding staff can edit, comment, or view the materials from any device, and other team members can see the changes and add feedback in real time. Updates are automatically pushed out to everyone immediately, so the resources stay up to date and consistent for incoming employees.

Create a shared drive.

Learn how

Create a shared drive

  1. On your computer, go to drive.google.com.
  2. On the left, click Shared drives.
  3. At the top left, click New.
  4. Enter a name for the shared drive.
  5. Click Create.

 

 

Create a central training website

New employees often get lost in large or distributed companies, which is why most turnover occurs within the first few months of employment. Create a Sites webpage with all your onboarding and training resources so they can quickly get up to speed and easily find important reference materials in one place.

Create a site from Sites or Drive.

Learn how

Create and name your site

  1. Choose an option:

    • From the Sites homepage, at the top, click Blank, or to choose a template, click Template gallery and select a template.
    • From Google Drive, click New and thenMoreand thenGoogle Sites.
  2. At the top left, enter a document name for your site and press Enter.

 

 

Create impactful training presentations

Want to create training modules for new team members? Need to prepare a presentation for new employee orientations? Jump in to Slides with your team to turn your key messages and information into an impactful training program.

Learn how

Create and name your presentation

  1. On your computer, open the Google Slides home screen.
  2. At the top, click Blank
  3. At the top, click Untitled presentation and enter a new title.

 

 

Train new employees anytime, anywhere

Have a distributed workforce that needs timely training? Want to reduce onsite training costs? With YouTube Live, you can easily deliver a live talk to new staff members and hold a Q&A session. Use Google Meet to conduct virtual training classes across the globe while saving time and travel costs. Share the recording and other materials in Drive or in a shared drive.

Learn how

Start a meeting from Meet

  1. Go to Google Meet.
  2. Click New Meeting.
  3. Select an option:
    • Create a meeting for later:
      • To share the meeting details for a future meeting, copy the meeting link and share with participants.
      • To directly start the meeting with this link, paste the link into a browser; or enter the link into the “Enter a code or link” field and then click Join.
    • Start an instant meeting: Create a new meeting and join the meeting directly. 
    • Schedule in Google Calendar: To schedule a meeting, you’re directed to Google Calendar.

Tip: Google Workspace Essentials users can't schedule a meeting in Google Calendar.

Record a meeting to share later

  1. On your computer, in Google Meet, click Start or Join.
  2. At the bottom right, click Activities and then Recording.
    • To record the meeting captions, select a language.
    • In some cases, if the recording is played on Google Drive, the recording file might be ready a few hours before the captions are available.
  3. Click Start recording.
  4. In the pop-up screen, click Start.
  5. Wait for the recording to start. Participants get a notification when the recording starts or stops.
    • Meetings can only be recorded for a total of 8 hours, then the recording stops automatically.
  6. To stop a recording, click Activities and then Recording and then Stop Recording.
  7. In the pop-up screen, click Stop recording.
    • Tip: The recording stops automatically when everyone leaves the meeting.

An email with the recording link is sent to the meeting organizer and the person who started the recording. 

The recording is saved to the meeting organizer’s My Drive > Meet Recordings folder.

For meetings created through:

  • Google Calendar: The meeting organizer is the person who creates the meeting event on Google Calendar.
  • The Meet homepage or another product such as Gmail or Jamboard: The meeting organizer is the person who launches the meeting or generates the code.

 

 

Hold office hours or mentoring workshops

Even with training programs in place, new employees often have a lot of questions when they get started—help them settle in faster with office hours or one-to-one mentoring workshops. Create bookable appointment slots in Calendar, then share a link to your calendar with incoming employees.

Learn how

Create an appointment block

  1. Using your work or school account on a computer, open Google Calendar.
  2. Make sure that you're in Week view or any Day view.
  3. Click anywhere in the calendar. In the event box that pops up, click Appointment slots.
  4. Enter the details, including a title, and pick the calendar where you want the event to show up.
  5. To add more information, like a location or description, click More options.

Tip: If you want to make the appointment block repeat, do so before you invite others to reserve a slot. When you make an existing appointment block with reserved slots repeat, the reserved slots get duplicated as new slots and double booking can occur. Learn how to make events repeat.

Learn more at the Google Calendar Help Center

 

 

Set up a welcome event for new team members

Help new employees feel like part of the team by organizing a welcome event in Calendar. Send a team-wide invite along with a welcome note introducing new employees and the venue information. Keep your event on track by collecting responses and sending out reminders.

Learn how

Schedule an event and add guests

  1. On your computer, open Google Calendar.
  2. Optional: If you want to add guests to your event, on the left click Search for people and start typing the names of your guests.
  3. Click any time on the calendar that doesn't already have an event scheduled.
  4. Add a title to the event, and any event details.
  5. Click Save.

Tip: To create a longer event, drag your mouse down the page while you're selecting the time.

 

 


Google, Google Workspace, and related marks and logos are trademarks of Google LLC. All other company and product names are trademarks of the companies with which they are associated.

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