onboarding Archives - draw.io Online Diagramming Mon, 04 Mar 2024 10:46:04 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.3 Navigating the maze: how diagrams guide new hospital staff https://drawio-app.com/blog/navigating-the-maze-how-diagrams-guide-new-hospital-staff/ Thu, 02 Nov 2023 09:00:25 +0000 https://drawio-app.com/?p=29424 Upside down, round and round… When you’re a seasoned member of staff sauntering (or more likely speed-walking) through the endless corridors and departments, and hopping between floors, it’s easy to forget where you once started: trying to find a particular ward, or the right floor - hospitals are a complex maze when you’re just [...]

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Reading Time: 14 min

Upside down, round and round…

When you’re a seasoned member of staff sauntering (or more likely speed-walking) through the endless corridors and departments, and hopping between floors, it’s easy to forget where you once started: trying to find a particular ward, or the right floor – hospitals are a complex maze when you’re just starting out.

Knowing whom to go to for what is an equal challenge, as hospitals have a myriad of staff with individual and overlapping responsibilities.

However, a well-designed floor plan, paired with an extensive org chart, will save your new staff a lot of time (and pain) of arriving at the wrong place, or bothering the wrong team with information for someone else.

The good news is draw.io can help you design floor plans from the ground up, and org charts from the central teams outward. The key with both is not to deliver all the information in one complex, messy diagram, but rather to start off simple, and then add layers of complexity gradually.

We’ll show you how you can use draw.io features like layers and custom links to give both a brief overview and signpost to the finer details, all within a single diagram.

Floor plans

To get started with your own floor plan, download our XML template here:

  1. Open Confluence.
  2. Open draw.io (blank diagram).
  3. Drag & drop your XML file into your blank drawing area.
  4. Use it as a custom template if you like.

This floor plan template uses layers so anyone accessing the diagram can choose to show and hide different layers, depending on the level of detail they would like to view.

For more information on features like clickable actions and custom links for your hospital floor plan, see our blogpost, Interactive diagrams with custom links and actions.

In addition to providing basic information about the physical layout of a hospital, floor plans can also be used to convey important safety information. For example, they might show the location of emergency exits, fire extinguishers, and other safety equipment.

A wide range of floor plan symbols can be found by going to + More Shapes > Other > Floorplans.

Org charts

To get started with your own circular org chart (aka peach diagram), download our XML template here:

  1. Open Confluence.
  2. Open draw.io (blank diagram).
  3. Drag & drop your XML file into your blank drawing area.
  4. Use it as a custom template if you like.

An org chart provides a clear overview of a hospital’s hierarchy, showing the relationships between different departments and individuals. This is helpful for understanding who is responsible for what, and who to go to for specific questions or concerns.

With draw.io, you can add metadata to individual shapes, so that if someone hovers over a team name for example, they will see a brief description of what that team does.

Like with our floor plan example, you are able to add custom links, for example to Confluence pages that contain more detailed information on a particular team, its members and their responsibilities.

For more information on how to structure your org chart, see the blogpost, How to build a circular organizational chart in draw.io.

Getting settled in

Your floor plans and org charts will provide new starters with key information in a digestible way, which they can customize to suit their needs in the preview version, i.e. without editing the original version.

This information is a staple in any hospital. It informs new staff of what’s what, helping them feel comfortable and confident to navigate their way as they settle in.

Want to dive deeper into the world of draw.io? Access our linktr.ee page to follow us on social media and learn how others use draw.io, as well as pick up some helpful tips and tricks.

Not using draw.io yet? Convince yourself and start your free 30-day trial today. Or book a free no-obligation demo with our customer success team to learn more about how draw.io can make life easier and more productive for you and everyone in (and outside of) your company!

Happy diagramming!

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Visualizing an Onboarding Process https://drawio-app.com/blog/visualizing-an-onboarding-process/ Thu, 23 Mar 2023 12:41:13 +0000 https://drawio-app.com/?p=28364 Starting a new job is a bit like stepping through a portal into a fantasy world. There are new rules to learn, new skills to master, and hidden knowledge to uncover. As an employer, you'll want this journey to be a fun and magical adventure, not the dark and dangerous kind. That's where your [...]

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Reading Time: 11 min

Starting a new job is a bit like stepping through a portal into a fantasy world. There are new rules to learn, new skills to master, and hidden knowledge to uncover. As an employer, you’ll want this journey to be a fun and magical adventure, not the dark and dangerous kind. That’s where your onboarding process comes in. A strong onboarding process improves engagement and productivity, reduces employee turnover, and creates a strong company culture that will attract future hires.

Creating a diagram of your onboarding process is an essential step that helps your team and your new employee understand the journey. Inspired by Harry Potter’s introduction to Hogwarts, we’ll be showing you how to design an onboarding process flow chart using draw.io—and we’ll even show you how to add some interactive magic. Hop aboard the draw.io express!

What is an onboarding flow chart?

Onboarding is the process that integrates a new employee into a company, and gives them the knowledge and skills they need to assume their responsibilities. An onboarding flow chart is a diagram that visualizes this process and the steps your new hire has to take. It clarifies what order things need to be done in, and by what specific date. For new hires it provides all the comfort of a chocolate frog, and for your team it creates clarity about their own role in the process.

Getting ready to create your flowchart

Before designing your diagram, you will obviously have to understand your onboarding process. While onboarding is a mystic art that could fill vast tomes of knowledge, here are a few things you will want to have on hand before you start:

  • What is the timeline of your onboarding process? 90 days is fairly standard. What are the main phases you’ll look at? For instance, Day 1, Week 1-4, Month 2 and so on.
  • What are all the tasks, documentation, responsibilities and skills your new hire will need to master during this period?
  • What equipment/gear will your employee need to do their job?
  • How will your employee be initiated into your company values and history? How will they feel welcomed?

Once you understand all the elements of your onboarding process, it’s time to conjure up your map.

Building an onboarding flowchart

An onboarding flow chart is generally designed with a vertical axis that represents the passage of time, and is divided into the phases of your onboarding timeline. When you open draw.io in Confluence you can choose to start with a blank canvas or use a template. There are several flowchart templates that you could use, but for our example we’ll build the diagram from scratch.

Setting up the structure

In the left-hand menu under Shapes, find the rectangle shape and drag it onto your canvas. Resize the shape to stretch across most of the canvas and then type in the title of your diagram. Next, drop a few rectangle shapes onto the left side of your canvas and line them up one on top of the next, with a bit of space in between. These will represent the different phases of your onboarding timeline, so label them appropriately. The first phase might be Offer Accepted, Future Employee, or Day 1, for instance.  You can change the color and outline of the shapes from the style menu on the right. Finally, use the line shape to create dividers between each phase.

With this, you have a very simple structure for your diagram. While this is a quick and easy way to set things up, you will probably want to spend some time matching the design to your brand, and the needs of your particular chart.

As you design your diagram, you may want to think about creating something that can be reused for multiple employees. One way to do this is using layers. Click View > Layers, or type Ctrl/Cmd+Shft+L to open the layers window. The elements you’ve added up to this point will be in the background layer. You can lock that layer now and add a new layer which you’ll be working in for the next step. By creating a new layer for each employee onboarding process in your organization – for example, software engineers, marketing staff etc. you can keep all your charts in one place, and easily toggle through them.

Adding the steps

Once your structure is complete, its time to add the different tasks, documentation, equipment and everything else your employee will do in their onboarding. Most charts start with the moment your employee signs the offer letter—or in our case, when the young witch or wizard receives their letter of invitation to Hogwarts. Drag a shape onto the upper left corner of your chart. Double click and type to add a label, and then change the style from the right-hand menu. While you can simply drag each shape and connecting lines onto the canvas, draw.io also allows you to chain shapes together. Just hover your cursor over a shape, click on the blue arrows that appear and select the next shape in your chain. draw.io will automatically create the shape with a connecting arrow and link the two together.

Along with shapes, draw.io also has a huge library of icons that you can use in your diagram. If your employee gets a company laptop, why not add a computer icon? You can also drag-and-drop your own images onto the canvas, allowing you to match your diagram to your brand.

Adding interactivity to your chart

One advantage of using draw.io to build your diagram, is that it lives right in the space where your team works everyday. For an onboarding flow chart, it also means your diagram can be more than just a map of the —it can become a part of the process itself, by adding links to other pages within Confluence. Are there certain pages of documentation a new employee has to read? You can link to them directly in your chart. Simply right click on a shape, and click Edit link…. From here, add a link to the Confluence page or an external site, and when the employee clicks on the shape they will be taken to the linked page.

You can take interactivity even further if you like, by adding check boxes or buttons to your chart. With some creativity, you could create a progress bar that updates whenever they press a button, or even gamify your onboarding process by unlocking new steps in the chart as they complete tasks. The possibilities are endless.

Enchant your next hire with an onboarding diagram built in draw.io

As your new hire explores the many mysteries and wonders of your organization, they’ll proceed with confidence thanks to their very own Marauder’s Map. By using draw.io, you can quickly build an onboarding flowchart that reflects your branding and is connected to Confluence. You can start your own diagraming journey today by trying draw.io for both Confluence and Jira. Just visit the Atlassian Marketplace to start your free 30-day evaluation. Already using draw.io? Check out our YouTube channel where we’ve put together a whole playlist with everything you need to know about flowchart in draw.io.

Happy diagramming!

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Onboarding with draw.io in HR part 3: Orientation https://drawio-app.com/blog/onboarding-with-drawio-in-hr-part-3-orientation/ Wed, 13 May 2020 08:04:03 +0000 https://drawio-app.com/?p=20229 By now, you've taken a look at how visualization in onboarding can help streamline many of the processes involved in hiring.  The job application-to-onboarding process is a lot like dating.  There is a whole series of socially acceptable steps that go into taking one date into a full-blown relationship.  In last week's post, we [...]

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Reading Time: 3 min

By now, you’ve taken a look at how visualization in onboarding can help streamline many of the processes involved in hiring.  The job application-to-onboarding process is a lot like dating.  There is a whole series of socially acceptable steps that go into taking one date into a full-blown relationship.  In last week’s post, we talked about the induction phase, which is essentially the getting-to-know-you phase.  This week we’ll be talking about onboarding with draw.io in HR part 3: Orientation, where you begin to work towards building a real partnership with your new hire.  The goal for both of you should be something long-term where you work towards a fulfilling, productive relationship.

Build a bridge to better relationships

The orientation phase of onboarding has the potential to show you what your new hire is capable of.  However, it’s also a challenging time for your side of this relationship.  According to Psychology Today, 33% of the new employees quit within the first 90 days!  What measures should you take during the orientation phase of this process to ensure that your newbie feels happy and fulfilled enough to move in with you permanently?

During the previous stage, induction, they got the basics. You told them about the company, about their immediate colleagues, and your expectations of them.  Your job in HR is to build the bridge between the new person and the people they will be working with.  You can’t just give the newbie a list of names and hope they figure out who does what.  You also can’t expect, especially in a larger organization, that everyone is aware that someone new has joined the company.

Visualize it!

The veteran staff will ask how the new person fits into the scheme of the current organization.  The newbie will want to know who is responsible for specific tasks in case they have questions or need help.

Why not use a draw.io Org Chart to help bridge this knowledge gap on both sides?

Org Chart

However, Org Charts aren’t just useful for seeing hierarchy within an organization.  You can use them to see if there are staffing bottlenecks. For example, to see if the company has the right people, doing the right jobs.  Patterns begin to emerge, and this will allow for process optimization – keep the things that are working, throw out the things that aren’t!

Putting together the right constellation of people to work together is an important and sometimes tricky task to get right.  An onboarding process with planning and the right tools can play a crucial part in keeping the revolving door of employee retention, from spinning.


Now that you’ve had a chance to look at all the stages of successful onboarding, the implementation of draw.io should become a standard part of the process.

Do you have a favorite diagram type that you use during the orientation phase of your onboarding process?  Let us know!  Be sure to also check out our Whitepaper on Onboarding with draw.io.

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Onboarding with draw.io in HR part 2: Induction https://drawio-app.com/blog/onboardingwithdrawio-in-hr-part-2-induction/ Wed, 06 May 2020 08:04:51 +0000 https://drawio-app.com/?p=20172 Settling in: Induction Last week we spoke about the 1st step of the onboarding process: Preparation.  That means that the employee has arrived for their first day of work.  You've used draw.io to create a flow chart to map out all the tasks necessary.  And because you've planned and prepared well, the new hire felt [...]

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Reading Time: 2 min

Settling in: Induction

Last week we spoke about the 1st step of the onboarding process: Preparation.  That means that the employee has arrived for their first day of work.  You’ve used draw.io to create a flow chart to map out all the tasks necessary.  And because you’ve planned and prepared well, the new hire felt well-received and convinced that they made the right decision to join your organization.

What happens now?

Getting to know you

On average, it takes a new employee around 8-12 months to settle into their new role and become proficient at it (source: Urbanbound).  If the Preparation phase was to ensure that the new hire stays after their first day, then the Induction phase should be thought of as a short-term process. Ideally, the induction phase should happen during the first few weeks and serves to begin their integration into the company.

This is the phase where the new hire will get a lot of new information, start getting to know their work environment and colleagues, and set their first achievement goals. That is a lot for someone to take in without having the information filtered-down.

Information, but make it visual.

During what is also known as “the paperwork phase” of the onboarding process, HR hopefully already has an idea of things that need to be signed and read.   You have a Wiki with your Confluence, but it also consists of hundreds of pages.  Looking at this from the point of view of a new person, it’s overwhelming.  So instead of “here is our wiki, find what’s relevant to you,” your approach could be more along the lines of: “we have a wiki, here is the information we felt was the most relevant to you.”  Sift out and break down the information into more bite-sized pieces.

This is where you come in and where draw.io can help. For example, basic information like knowing where the bathrooms or the fire escapes are is essential information for the new hire on the first day.  Onboarding with draw.io is efficient, so why not add a floor plan to your welcome documents?

floorplan

 

Floor plans with draw.io

You’ll want to keep your floor plan as simple as possible for the new hire.  That doesn’t mean that you can’t extend their functionality when needed.  With draw.io you can create floor plans that have layers or interactive shapes.  That means you can build-in features that you can show or hide just by clicking on a shape.  Take a look at our floor plan overview to see how you can create floor plans that work the best for you in HR.


Do you have a favorite diagram type that you use during the induction phase of your onboarding process?  Let us know!  Be sure to also check out our Whitepaper on Onboarding with draw.io.

Stay tuned because next week we’re coming at you with the next installment – Onboarding with draw.io in HR part 3: Orientation.

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Onboarding with draw.io in HR part 1: Preparation https://drawio-app.com/blog/onboardingwithdrawio-in-hr-part1-preparation/ Wed, 29 Apr 2020 08:07:49 +0000 https://drawio-app.com/?p=20137 All aboard the onboarding train! Almost everyone reading this has applied for a job and gone through the whole interview-to-job acceptance process.  What do you remember the most about your experience as a new hire?  Have you had more negative or positive experiences with onboarding? They say that there is no second chance for [...]

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Reading Time: 5 min

All aboard the onboarding train!

Almost everyone reading this has applied for a job and gone through the whole interview-to-job acceptance process.  What do you remember the most about your experience as a new hire?  Have you had more negative or positive experiences with onboarding?

They say that there is no second chance for a first impression, so getting the hiring process right is one of the most important things within any organization. Within a company, Human Resources plays a pivotal role in recruitment.  So, it stands to reason that employee onboarding and retention is part of the recruitment process.

But what goes on behind the scenes in HR, and what does the onboarding process entail?  More importantly, how can draw.io diagrams help you create a better onboarding system?  Over the next few weeks, we will be talking about the onboarding process and giving you tips and tricks to help the revolving door of recruitment stop spinning.

Be Prepared

If you work in HR, you know that being prepared isn’t just a motto from the Boy Scouts, it’s something that you have to live.  According to research by Urbanbound, as much as 20% of staff turnover occurs within the first 45 days of employment.  One of the most significant contributing factors in high staff turnover is the lack of a standardized onboarding process.

A welcoming, organized and well-prepared first impression can be the difference between your new hire settling in or walking out the door.  So what kinds of things can HR prepare from the moment the new hire signs along the dotted line?

Go with the flow

The new hire is poised to start soon, and HR has to kick things into high gear and not just within their department.  They need to coordinate all departments to get things in place.  For example:

  • IT  –  set up and configuration of all hard & software
  • Legal – creation and preparation of all paperwork still not signed

Not to mention getting all the employees who will have a direct working relationship with the new hire up to speed, so they know what to expect.  When all these things are in place, nothing can stand in the way of a successful first day.  More importantly, it will give the new person the feeling that they made the right decision in having joined the company.

Visualization can be an integral part of this whole process, and that is where draw.io comes in.  A flow chart that displays the procedures for each of the departments involved and their assigned tasks will give the much-needed overview to make sure that nothing was missed.

Here’s what it might look like:

Onboarding preparation flow chart

Last summer, we wrote about creating different types of flowcharts with draw.io.  Use our templates or create your own to match your corporate brand! There is sure to be one that will suit your needs to a T so go ahead and take a look at the possibilities that are open to you.

Don’t rest on your laurels!

Hopefully, the preparation phase of your onboarding process was a success and your new employee feels like the decision to join your organization was the right one.  However, there has to be a follow-up in order to make sure that all the progress made during this phase doesn’t go to waste.  You have your new hire through the door and now they need incentives to stay.

Join us next week for the next installment – Onboarding with draw.io in HR part 2: Induction

Have you had a great onboarding experience?  What other kinds of diagrams could you imagine to be useful during the preparation phase?  We’d love to hear from you!

In the meantime, why don’t you download our Whitepaper on Onboarding with draw.io?

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