Onboard into a Role
Onboard into a Role grants the new holder only the Permissions the seat needs, hands them its contract, and sets the first Role review.
Trigger
Runs on Role.staffed. Part of Staffing, run by the People Team.
Steps
- Grant the Permissions the Role needs, and nothing more.
- Send the new holder the Role contract: its responsibilities, Limits, Processes and Metrics.
- Record a person as onboarded once they accept the contract.
- Set the first Role review for 30 days in.
Outputs
Example
A founder invites their cofounder to the Engineering Lead seat. The cofounder gets that seat's Permissions only, reads the contract, and accepts it on day one. A Role review lands on the founder's list for day 30.