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TEZ FOR HUMAN RESOURCES

Make every team handoff more thoughtful.

Coordinate onboarding tasks, shared guides, and team check-ins with clear owners and next steps.

NNew starter onboarding
DELIVERY PLANEvery next step has an owner.
01/03steps complete
Next review · Thursday
TaskOwner
Complete
In progressThursday
Up nextFriday
First-week welcome guide

A CONNECTED WORKFLOW

New starter onboarding, from plan to handoff.

Prepare a welcoming first week. Coordinate equipment, introductory meetings, and a shared guide without putting private employee records in project updates.

01

Confirm first-week schedule

Set the scope and give the work a named owner.

02

Prepare workspace access

Keep feedback with the document and record the decision.

03

Arrange the welcome check-in

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Prepare a welcoming first week. Coordinate equipment, introductory meetings, and a shared guide without putting private employee records in project updates.

Example deliverable: First-week welcome guide.

Explore Docs
NNew starter onboarding
WORKING DOCUMENT

First-week welcome guide

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Prepare a welcoming first week. Coordinate equipment, introductory meetings, and a shared guide without putting private employee records in project updates.

DELIVERABLEFirst-week welcome guideNEXT REVIEWThursday · Liya Morgan

Ready for the next review

  • Confirm first-week schedule
  • Prepare workspace access
Keep the agreed scope here. Record changes before the team moves to the next step.

THE TEAM HANDOFF

Make the update useful to the next person.

The first-week schedule is confirmed. Workspace preparation is in progress ahead of the welcome check-in.

The team keeps the review document and the next action in the same conversation.

Explore Chat
NNew starter onboarding
PROJECT CONVERSATION
Rin ParkDelivery update · 9:30 AM

The first-week schedule is confirmed. Workspace preparation is in progress ahead of the welcome check-in.

First-week welcome guideLinked project document

Liya MorganI’ll add my review notes to the project before Thursday’s check-in.

INTELLIGENCE

Give the next step a clear starting point.

Ask Intelligence to create a task with a named owner and deadline, then review the result in the project.

Explore Intelligence
EXAMPLE REQUEST

Create a task for Liya to prepare workspace access by Thursday in New starter onboarding.

Review the task, owner, and date before the handoff.

BUILD YOUR WORKFLOW IN TEZ

Tasks Docs Chat

Make this workflow your own.

Can we adapt this example to our team?

Use the example as a starting point. Set your own project scope, owners, documents, and review steps to fit the way your team works.

Is the example real customer data?

No. The names, work items, and conversations are illustrative examples of how a team could organize work in Tez.

Put your next plan into motion.

Get started