CoffeePals for Onboarding
Starting a role at a new company can be very intimidating. More specifically meeting people on your team is incredibly difficult when it's a remote organization. CoffeePals can be used to introduce new hires to existing employees and make joining a new team much less unnerving.
You can configure CoffeePals to pair new hires with existing employees. CoffeePals will introduce company new-joiners with seasoned employees to get them better acquainted with their team.
To get started with CoffeePals for onboarding, you'll need to create an onboarding team in Microsoft Teams. You can call this team "Onboarding Meetups" or "New Hire Meetups". Once you've created the team, add the CoffeePals app to the team. Next follow these steps:
Open the dashboard by sending a personal message to the app with the command “Dashboard”.
Click Programs from the left side menu
Click Create a new program
Using the “Type” filter, choose Cross Group Matching
Choose the ”Onboarding Pals 🌎” template.
Go through the program setup process
This will send a message to all users on the team asking them if they are a new hire or existing employee. All new joiners of the team will also be asked this question. You can also configure the match day, frequency and time.
Next, you'll need to find friendly employees to add to the team who are willing to help make the new hires feel a part of the team. Try posting a message in your company channel explaining the program to recruit existing employees. Now all you have to do is add new employees to this channel once they are in your Microsoft Teams workspace.
Depending on how the program is set up, there are one of two options:
If ”Distribute them among existing groups” is chosen, any participant who is not matched will be added to an existing group, resulting in a group of 3 (1 new hire, 2 old hires or 2 new hire, 1 old hire).
If ”Leave them unmatched until next cycle” is chosen, any participant who is not matched will be left out and will only be matched the following cycle. If you chose this option, you’ll have to make sure that you have more “Old Hires” than “New Hires” to ensure that a “New Hire” will get a match every cycle
Certainly! You can set up a Microsoft Entra group to seamlessly manage the addition and removal of new hires automatically. You might need to collaborate with your IT department to configure this. Once everything is in place, you can easily integrate this group into your team by using the "Add Members" button in Microsoft Teams.
Users are sent a card with two options directly in Teams. The card looks like this:
If you have any questions that we did not cover or feedback, hit the purple chat button at the bottom right of the screen! You can also contact us at support@coffeepals.com.
Get Started with CoffeePals for Onboarding
You can configure CoffeePals to pair new hires with existing employees. CoffeePals will introduce company new-joiners with seasoned employees to get them better acquainted with their team.
To get started with CoffeePals for onboarding, you'll need to create an onboarding team in Microsoft Teams. You can call this team "Onboarding Meetups" or "New Hire Meetups". Once you've created the team, add the CoffeePals app to the team. Next follow these steps:
Open the dashboard by sending a personal message to the app with the command “Dashboard”.
Click Programs from the left side menu
Click Create a new program
Using the “Type” filter, choose Cross Group Matching
Choose the ”Onboarding Pals 🌎” template.
Go through the program setup process
This will send a message to all users on the team asking them if they are a new hire or existing employee. All new joiners of the team will also be asked this question. You can also configure the match day, frequency and time.
Next, you'll need to find friendly employees to add to the team who are willing to help make the new hires feel a part of the team. Try posting a message in your company channel explaining the program to recruit existing employees. Now all you have to do is add new employees to this channel once they are in your Microsoft Teams workspace.
Onboarding FAQ
Will old hires be matched together if there are not enough people?
Depending on how the program is set up, there are one of two options:
If ”Distribute them among existing groups” is chosen, any participant who is not matched will be added to an existing group, resulting in a group of 3 (1 new hire, 2 old hires or 2 new hire, 1 old hire).
If ”Leave them unmatched until next cycle” is chosen, any participant who is not matched will be left out and will only be matched the following cycle. If you chose this option, you’ll have to make sure that you have more “Old Hires” than “New Hires” to ensure that a “New Hire” will get a match every cycle
Can I automatically have new hires added to this Team?
Certainly! You can set up a Microsoft Entra group to seamlessly manage the addition and removal of new hires automatically. You might need to collaborate with your IT department to configure this. Once everything is in place, you can easily integrate this group into your team by using the "Add Members" button in Microsoft Teams.
What does it look like when a user is asked which team they are on?
Users are sent a card with two options directly in Teams. The card looks like this:
If you have any questions that we did not cover or feedback, hit the purple chat button at the bottom right of the screen! You can also contact us at support@coffeepals.com.
Updated on: 18/06/2024
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