Maybe you were lucky that you hadn’t had to solve any unexpected issues. Or you may have encountered unpleasant situations before and it really affected your schedule. So let’s have a look at how you can be prepared when a team member, for example, drops out unexpectedly?
In the LogicalPlan application simply set up a template for the exact procedure of finding a new member into the company. Thanks to this template, which you will always have handy, you will save a lot of your time and time of your colleagues.
There will be a clear overview of how much the entire workspace of “finding a new employee” takes time.
Last but not least, you will automate the processes in your company. Which is always a step forward!
Step #1: Creating the workspace
In the first step, we create a workspace called “New Member of the company”. We go straight to the Workspace overview, where we create the project structure.
We recommend using a visual overview of the project structure for this project. The structure will be easier to create. Another bonus is that with this view you forget less points that are related to the project and must be done.
Step #2: Dividing project into groups
The next step is to divide the project into groups of tasks such as:
- Content (description of team member function)
- Marketing (promotion on social networks, advertising portals, etc.)
- Documents (creation of employment contract, health check, etc.).
You can expand a project structure at any time based on your internal experience.
Step #3: Filling the task groups
In the end, you just fill the task groups with specific tasks. These may include, for example, the following tasks:
- For content – creating an advertisement
- For marketing – setting up promotion of a post
- For documents – employment contract
Try to be as specific as possible.
Once you start looking for a new member of your team, simply open the workspace template, assign individual tasks to responsible people and set a due date for tasks.
Set up the project in minutes and your team will be up to date with what to do.
There is nothing simpler and more efficient than automating the company’s internal processes with LogicalPlan!
Tip 1: No need to teach anything new
With a template, you won’t have to teach anyone anything new and just simply assign this project to a member with particular strength in this field.
Thanks to a predefined procedure, this otherwise difficult task is easy to do.
Tip 2: Saving templates as attachments
You can save all the templates with tasks to the workspace archive. Your templates will not interfere with current projects. When you need to use a template, you can always pull it out of the archive. It’s easy!
The most common practical problems addressed by this case study
- Chaos in the internal systems.
- The longer reaction and unpreparedness of companies in critical situations such as long-term loss of key employees, etc.
- Confusion in the process of finding a new team member. When multiple people are working on a series of tasks, the individual parts of the process may not always follow up at the right time. This can extend the time of the search for a new team member.
- If the process of finding a new team member does not have exact guidelines, it can happen that many things are forgotten. The visual view can help to have a complete overview of tasks.