Using New Hire Check-Ins

The New Hire Check‑ins workflow helps leaders build early connections with new team members. Laudio makes it easy to know when it’s time to check in and keep those conversations organized in one place.

Steps to Complete a New Hire Check‑In

1. Click the New Hire Check‑Ins widget on the homepage.
2. Hover over the team member’s name to view available actions (send email, add note, and mark complete).
   
3. Click the email icon to open a pre‑populated message. The message includes a form link for the team member to share information. 
   1. Edit the message if needed, then click Send Message.
   2. After the team member submits their response, responses will be available for leader review and follow up on as needed. The responses will be saved to the team member profile, available in InForms, and visible in New Hire Check‑Ins while the interval is active.
4. To document information from a 1:1 New Hire Check‑ins conversation conducted in person or virtually, click the note icon and enter your notes.
   • Use the included template questions or replace them with your own.
   • Notes are saved automatically to the team member’s profile.
5. Once the check‑in is complete, click Mark complete.
   
   

Q: Can I edit the check‑in templates?
A: Check‑in templates are typically standardized using Laudio templates or templates created in partnership with your health system. Contact Laudio Support if you have questions or need assistance.

Q: How do I know when a check‑in is due?
A: Click the check‑in period (for example, “30‑day check‑in”) to view details about timing and due dates.

Q: Why don’t I see a new hire in my workflow?
A: Team members appear in the New Hire Check‑ins list based on their proximity to a scheduled check‑in interval. If you don’t see a new team member, they may not be near a check‑in window or may not be within your reporting hierarchy.