New Student Onboarding

This doc will step through all the things that new students need when joining our team.

Initial Setup

1

Invite to our monday.com workspace

Most mentors should have the ability to invite on the team agenda board. Please invite the student as a guest.

1. Under Workplaces select Administration

2. Under Team Directory click Student Directory

3. Click the Invite box on the top right

4. Add the student under Board guests

2

Add student to "Student Directory" board via form

1. Under Team Directory, select Student Directory

2. Click New Student Intake Form from the top tabs

3. Request student to fill out all information

3

Have student add Parent/Guardian information

1. Under Team Directory, select Parent/Guardian Directory

2. Click New parent/guardian (blue) box and request student input parent information in the table -OR- click dropdown and select New Parent/guardian, and request student inputs parent information.

After setting up monday.com account

After students have their monday.com account, there are a few more steps to complete onboarding

1

Link student directory entry to student's monday.com account

1. Navigate to the "Student Directory" board

2. Go to the "Main Table" view

3. Locate the student

4. In the "People" column, add the student's monday.com account

5. In the "link to Meeting Days" column, connect to the "Meeting Main" entry

2

Add the student to the "Attendance" board

3

Add the student to the the "Student Forms Directory" doc

4

Add the student to the "Team Agenda" board

Subteam Setup

Mentors of each subteam should know what boards students need access to. Once they have joined a subteam, please add them to these boards.