PROJECT-ASSISTANT

Guidance:

• Use this template when onboarding a new employee and don't have a custom employee onboarding template,

​​

• This is a starter template and the foundation for developing a customized employee onboarding template. 

​​​​​​

• All templates use the three-level drag-and-drop structure of deliverables, work packages, and tasks.​​​

​

• Project Management - This is always the first deliverable. All projects require some planning, requirements gathering, assessment, and management work that is applied across the solution deliverables.​ The pre-loaded work packages are below.

​​​

• Start by following the project management work packages.​​

​

• Customize the project management items by adding from the library and editing to meet your requirements​

​

• Use ChatGPT as an adjunct team member for brainstorming elements of your project. The key to using ChatGPT is how you ask the question. Consider asking follow-up questions to gain more details.

​​

• Some components have documents attached containing ChatGPT responses to the questions that were entered.  

​

• Solution Deliverables - These are the things the project will produce. Projects produce deliverables to be used in a particular way in order to accomplish the project's goals and objectives.

​

• We recommend labeling solution deliverable as a noun, and starting work packages and tasks with a verb. This helps provide focus.

​

• Customize the solution deliverables, their work packages, and tasks for your specific project.

​

• Projects created using this starting template, that were updated during usage can be converted into a custom templates. 

​​​

• Components that have a "?" contain advice that was preloaded by the template creator. Tap the  "?" to access the advice.

​

• The little boxes displayed on the work package bars ​represent  tasks. ​

​

• Review your state's specific employment laws, the Department of Labor, the Society for Human Resource Management, the Occupational Safety and Health Administration; as well as, your human resources professional and / or legal counsel for specific guidance for your organization based on number employees and work locations.

​​

Template created by Sheri Bender from Pulse HR Solutions. Rockingham, VA 22801, (540) 435-9557

​