Onboarding checklist
Use this checklist when you are bringing a new person into FORT—from the first invitation to their first clear next step.
1. Prepare before you invite
Get the basics readyChoose the program and cohort
Open Programs and confirm where this person belongs. If the cohort is not ready, finish its dates, team, forms, and details first.
Confirm the person’s role and access
Decide whether they need student, program team, guide, or another role. Keep organization access, program placement, and guide assignment as separate decisions.
Prepare the welcome message and forms
Use Email to prepare the welcome message. Confirm the required form or assessment under the program’s Forms & Assessments area.
2. Invite the person
Give them a way inAdd or find the person
Open People to search first. Avoid creating a duplicate record if the person is already in FORT.
Send the invitation
Open People & access, confirm the email address and role, then send the invitation. Sending it does not mean the person has accepted it yet.
Send the welcome email and required forms
Send the welcome message and the forms or assessment the person needs to complete. Before sending, check the recipient, sender, subject, and message.
3. Review what comes back
Turn intake into a planCheck invitation status
Return to Invitations and check delivery history. Pending means the person still needs to accept the invitation and sign in.
Review the submitted intake
Open Review intake, read the answers and notes, then choose the program and cohort.
Save or complete the review
Save a draft while you are still deciding. Complete the review when the next step is clear, and add notes that explain the decision.
4. Place, assign, and welcome
Make the handoff clearPlace the person in the cohort
Use the cohort’s Placement or Roster area. Adding someone to a cohort does not automatically create their account.
Assign the guide separately
Choose a guide when ready, then confirm the assignment. Being on a program team does not automatically assign a guide to a person.
Confirm the first next step
Send the person to their first assignment, conversation, or session. If you schedule a session in FORT, confirm the actual meeting in Calendly or Zoom too.
If something is stuck
- No invitation: check the email address, role, and invitation history.
- No intake: confirm the person received the form and has signed in.
- No guide: check program placement and guide assignment separately.
- Empty list: check the organization, filters, status, permissions, and refresh.
Keep this packet handy
Use this page for each new person. The linked pages explain the individual jobs in more detail.