How to Onboard New Team Member Effortlessly
Use Case
Your startup is growing. You've just hired a new software engineer and a new content marketer, both starting on the same day. As a founder, you're now faced with spending hours creating two entirely different onboarding documents. You're digging through folders to find the engineering team's coding standards while simultaneously trying to locate the brand style guide for the marketer. The result is a stressful, manual process that produces generic documents and a less-than-ideal first impression for your crucial new hires.
Tanka’s Onboarding Documents Generation eliminates this friction entirely. With all your business context in one place, Tanka’s AI can instantly generate a tailored onboarding guide for each specific role. For the engineer, it creates a document complete with links to the codebase, setup instructions for their development environment, and key contacts on the tech team. For the marketer, it generates a guide detailing brand assets, content calendars, and access to analytics platforms. You can now provide a truly personalized and effective onboarding experience for every new team member in minutes, not hours.
How to Use
In your Tanka dashboard, go to the "Work" tab.
Select “Onboarding Documents” -> “Next” to generate your onboarding documents.
You can add "File", "Chat", or "Memos" as the sources of the generated onboarding documents.
If you are unhappy with the result, use “Modify” to edit your result.
Download your new onboarding documents or share it with a single click.
Tips
Keep a "Company-Wide Info" memo in Tanka with your mission, values, and team directory. Add this as a source every time to ensure all onboarding docs share consistent core information.
For a new sales hire, include a sales group chat as a source to give them immediate context on successful deals and team dynamics.
After generating a document, use the "Modify" feature to add a personalized welcome note from the new hire's direct manager for an extra touch.
