Employee Manual

Complete Trello Fundamentals: Beginners to Advanced Board Templates for Business and Operations
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Transcript

Hi, and welcome back. In this video, we'll have a look at how you can use Trello to create a employee manual or an employee handbook. This helps as you can get to keep up to date with what's going on in the company. And if you are the HR or the owner of the company, you want to have this kind of employee guide handy to everyone. Traditionally, it's either printed handbook or some sort of HR website, internal website that's available for employees to log in, and then they have to navigate around and find the information they need regarding company policies and the kind of benefits that they have. So Trello eliminates the whole issue of getting lost in the sea of information and a lot of times, let's face it, Some of these hit our base websites are not properly designed.

So they could be quite cumbersome for people to go through them. So this is pretty straightforward. As you can see, you can easily reorganize things, because Trello allows you to, to drag and drop your carts. The first thing to do is create various lists. And you can define what those lists are for. They're usually categorized for like information based on benefits, vacations, how to go and work at the headquarters if you have many branches, for example, what's your policy on, you know, working remotely.

And as you can see, there's quite a few more things that you can put in, and even a whole list of policies and all the legal documents as required for you to display to employees as well. The most important one, I think would be the one called on your first day. So there's a list here for new employees to have a look. You can put in your company logo, make it look nice. You can have a whole wall of text here to kind of break down all the things a new employee should know. And potentially even highlighting to them where are things located and all that.

You can also link the various cards that you have in this board to this particular one card. To do that, you can click on this description here and edit it. For example here on sick leave, you can create these brackets and then followed by a link of the card itself. So for example, click on sick leave at the top here. is a URL link which you can copy paste. Or you could also go to share and copy paste this link right here, they look different.

But at the end of the day they function very similarly. And when you put it inside a description or in a comment of any card, you will have now linked it to the other cards. So, for example, when I click here, it opens up the next card. So this is kind of handy, you can kind of link things together and make one of the cards as the mother of all cards for all employees to go through. Same thing goes with vacation policy for example here. Other than that, you can put in different kinds of information about health policies and Feel free to fill in all the black and white.

And you stickers and images to kind of break things up a bit. And you can even make this view only so that employees don't get to change things around or edit any information. So other than that, you can also manage specific documents via shared folder. So in this board, we have connected our Google Drive folder. And that's using a power up from our previous lessons we viewed how power ups work. So it's basically an like an Asset Store for Trello.

So you can just find the shared folder service that you're using, for example, Google Drive, and click Add To your board. You can even use Dropbox and whatever your company is using, right. So this makes it easier and it becomes more like a centralized shared folder. You might have certain documents that may not fit into the Trello format and you want to have them there. So it just becomes a convenient one stop center for all HR related information.

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