Use Story - On boarding employee process

When you first sign-up, you may navigate around to see what's in the app, but this article may help you get a little more from the lay of the land (or garden).

Ok, let's walk through a story in 20 steps.

Objective: Set up and management Employee On Boarding processes.

Players: Chaya as the HR Manager. Kale is the Marketing Department Manager.

Let's go!

Kale, the department hiring manager, is planning on hiring 7 people over the next three months. He wants the process to take less than 6 weeks and he wants to ensure he hires the best fit people. His first step is to set up a "Recipe" so he can use it as a project template over and over for each hire candidate.

1. Kale signs up with Pie.
2. He clicks his avatar and goes to the Workspace page and renames his first workspace to Marketing. He plans to use this workspace for all of his marketing projects.
3. While in Settings, he goes to My Profile page and adds his photo for the avatar. Looking good!
4. Now, he wants to create a process for hiring. He goes back and then clicks on the Recipe chef hat menu to open the Recipe List page. 
5. He clicks the Create Recipe button enters the label "Employee On Boarding". He then chooses the workspace Marketing from the dropdown.
6. He clicks the people icon and assigns new user Chaya as a second Recipe Admin to help him build out the recipe. He then clicks create to create the recipe.
7. The app auto sends Chaya an invite. (We'll come back to here in a few moments.)
8. Kale now has an open recipe pie ready for storyboarding tasks. He starts with clicking the Create Task button and enters his first task "Review candidate's resume" and hits enter. The next task bar is ready and he continues to quickly add tasks.
9. He drags and drops to reorder tasks as needed. He determines a nice balance between not too detailed and not too broad. However, he now finds his list is getting more than a dozen tasks.
10. Hmm... Kale starts to see how some tasks could be grouped together. Tasks 1 - 6 are great for the interviews and making a decision and tasks 9-12 are really for stuff after the candidate is hired. He then sees how this can be grouped into two phases. One for interviews and one for hr set up. 
11. To split the pie into phases he clicks the Create Slice button. Sine he doesn't see a slice set he likes, he clicks Create New Slices and then enters the labels Interview and Set Up. But, wait! Kale would like to add tasks for the case when employees leave the firm, so he also adds a slice called Exit. He then clicks Add to Recipe.
12. All of his tasks are now in the Interview slice. He quickly finds he can easily drag and drop tasks that belong in the other slices.
13. Ok, Kale's scope is limited when it comes to HR stuff like setting up payroll and healthcare. He needs from Chaya, the HR manager. He sends her a message on Slack asking her help with the recipe.
14. Remember that Chaya received her invite. Let's switch over to her. When she logs in she clicks on the Recipe icon to go to the list page and then sees the Employee On Boarding recipe. She clicks it to open and clicks on the Set Up slice. She reviews Kale's work and starts to update that task list.
15. Once the tasks are pretty solid, both Kale and Chaya opens up each task and adds helpful tips on how to best execute those tasks with detailed descriptions. This is their secret sauce on ensuring the hiring process will not only be efficient, but also of high quality to ensure the best new hire fit for skills and culture fit.
16. Kale is ready to give it a go for the Marketing Campaign Manager position. He has three candidates. He goes to the Project List page and clicks Create Project. He names the first project with the name of the position and first candidate's name. He selects the Marketing Workspace and assigns to the project two other people in his department that will help with interviews along with the HR manager.
17. He then goes to each task and assigns the appropriate team member to the task and provides a target due date as best as he can.
18. When each team member logs into their Pie account, they will see the candidate projects in their project list page. They can then go to the On My Plate page and see if there are any tasks assigned to them for this week. 
19. When a team member sees a task due for this week, they can get the work done and then click the check mark progress button at the right and mark their tasks Done.
20. Kale then monitors progress as execution happens. In parallel, he captures lessons learned and updates the recipe tasks to make them better for next time!

Needless to say, both Kale and Chaya was happy to see the hiring process time improve by 20% and have higher confidence that their hiring decisions where the right ones. 

Check out the simpler vacation process use story for a simpler approach, skipping the use of the recipe feature.