Employee Journey Guide
How to understand the employee journey mapping in an easier and efficient way
Welcome to the Employee Journey Guide
This guide was built to help professionals to organize all employee data and manage HR processes with the Lean methodology.
At the end of the guide, you'll know how to maintain an easier, cheaper, and more efficient HR department.
In this guide, we’ll teach you to improve HR processes, with a focus on the Employee Journey. The Employee Journey is defined as all events from the moment a person sees a job offer until their last day working for your company.The main steps of an Employee Journey include:
Recruitment and Selection
Employee Onboarding
Performance Evaluation
Employee Offboarding
One process to service all your employee's needs.
An HR Request process can help with all types of requests an employee may have during their time at your company: like vacation, benefits, and informational updates.
Recruitment and Selection
All journeys start somewhere, and in HR it's when a candidate sees your job offer somewhere —on social media, job listing platforms, or your website.
How should you receive applications? Email, LinkedIn, your career page? What information should you request? Educational background, a portfolio, salary expectations?
Who on your team will be receiving emails about open positions and candidate applications? And how can this person answer all candidates’ questions during the process? One-by-one via email? How will this scale if you receive hundreds of applicants?
That process would be chaotic. Instead, it should be organized, controlled, and Leaned up to scale as your company and openings grow. Using the right tools is integral to managing this process the right way. Take a look at how Pipefy, the Lean management platform, can help you.
Receive applications directly inside Pipefy. Replace individual emails, paper, and copy-and-pasted information for automated and connected data.
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Employee Onboarding: hiring success!
When a candidate becomes an employee, their journey officially starts. Remember, first impressions are important — especially with onboarding.
It's extremely important to be prepared to welcome your new employees before their first day. Be sure to notify their team, provide the necessary equipment, and know the training sessions you will provide. If these are misaligned, it can leave a negative memory of their first day and potentially lead to problems in the future.
With Pipefy, you can create a flow to prepare your whole team to help ramp up new employees and ensure company alignment.
Use the Onboarding process template right now
Performance Evaluation
Your employee has successfully onboarded! Now we start the third step of the Employee Journey: the Performance Evaluation. This step doesn’t have a clear ending, because this is the beginning of entering performance cycles inside a company.
The Performance Evaluation is key to any HR strategy. It’s a good way to evaluate, motivate, and challenges employees, always aiming to enhance results, efficiency, and the overall work culture within your company.
There are many methodologies to create and apply an Employee Evaluation. By using Pipefy to run the evaluation process, you'll avoid losing information during the process. You can also be assured that all information about each employee is in the same place.
Manage your Evaluation process with Pipefy
Employee Offboarding
Now let’s move on to the last step of the Employee Journey. Offboarding is a delicate topic and should be handled with care.
Offboarding isn’t necessarily directly related to firing, as most people think. For example, you may need to offboard an intern whose temporary work contract has reached its end.
Leave a lasting impression with your past employees so they're more likely to recommend you to their network. This can directly affect your Recruitment Marketing and Employer Branding strategies.
Collecting feedback is the best way to improve your whole Employee Journey and positively impact your current and future employees.
Use our Employee Offboarding template