Experience a seamless integration into our team with our Automated Onboarding Process, ensuring smooth transition and efficient setup for new starters.
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Invite new employee to relevant mailing lists
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Create a company email account for new employee
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Assign new employee to a mentor
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Send out introductory email to team
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Provide new employee with necessary software licenses
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Assign new employee a workspace
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Send out office access card
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Set up an initial meeting with HR for orientation
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Provide introductory company training
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Ensure new employee has set-up all software
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Approval: HR on orientation completion
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Introduce new employee to team members
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Allocation of initial work tasks
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Ensure new employee has all necessary equipment
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Schedule initial client meetings
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Approval: Manager on task allocation
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Set up bi-weekly check-ins for first month
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Schedule meet and greet with department heads
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Forward employee handbook
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Approval: Department head on resource allocation
Invite new employee to relevant mailing lists
Send an email invitation to the new employee to join relevant mailing lists. This will ensure they are included in important company communications and can stay updated with relevant information. The desired result is for the new employee to successfully join all necessary mailing lists.
Create a company email account for new employee
Create a company email account for the new employee. This will provide them with an official email address to communicate with clients, colleagues, and other stakeholders. The desired result is for the new employee to have a functional email account.
Assign new employee to a mentor
Assign a mentor to the new employee. The mentor will guide and support the new employee during their onboarding process, helping them navigate the company culture, processes, and expectations. The desired result is for the new employee to have a mentor assigned.
Send out introductory email to team
Send a friendly email introducing the new employee to the rest of the team. This will help create a welcoming atmosphere and foster positive relationships from the start. The desired result is for the new employee to be introduced to the team effectively.
Provide new employee with necessary software licenses
Provision the new employee with the necessary software licenses required for their role. This will enable them to access and effectively use the tools and applications essential to their job responsibilities. The desired result is for the new employee to have the required software licenses.
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Microsoft Office
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Adobe Creative Suite
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Salesforce
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Google Workspace
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Other
Assign new employee a workspace
Assign the new employee a workspace within the office premises. This will provide them with a designated area to work and settle into their new role. The desired result is for the new employee to have a designated workspace.
Send out office access card
Issue an office access card to the new employee. This will grant them physical access to the office and its facilities. The desired result is for the new employee to receive their office access card.
Set up an initial meeting with HR for orientation
Schedule an initial meeting between the new employee and the HR team for orientation purposes. This meeting will provide the new employee with essential information about company policies, benefits, and procedures. The desired result is for the new employee to have an orientation meeting scheduled.
Provide introductory company training
Arrange introductory training sessions for the new employee. These sessions will introduce them to the company's mission, values, culture, and overall operations. The desired result is for the new employee to have attended the introductory company training.
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Virtual
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In-person
Ensure new employee has set-up all software
Ensure that the new employee has successfully set up all the required software on their work device. This will ensure they have the necessary tools to perform their job effectively. The desired result is for the new employee to have all the required software set up.
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Completed
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Pending
Approval: HR on orientation completion
Will be submitted for approval:
Provide introductory company training
Will be submitted
Introduce new employee to team members
Arrange introductions between the new employee and key team members. This will help the new employee establish connections, build relationships, and understand their role within the team. The desired result is for the new employee to have been introduced to key team members.
Allocation of initial work tasks
Allocate initial work tasks to the new employee. These tasks should be manageable and focused on helping the new employee acclimatize to their role and responsibilities. The desired result is for the new employee to be assigned initial work tasks.
Ensure new employee has all necessary equipment
Ensure that the new employee has all the necessary equipment and tools required to perform their job effectively. This includes items such as a computer, monitor, keyboard, and any other specialized equipment. The desired result is for the new employee to have all necessary equipment.
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Computer
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Monitor
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Keyboard
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Mouse
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Other
Schedule initial client meetings
Schedule initial meetings between the new employee and key clients. These meetings will allow the new employee to establish relationships with clients and gain an understanding of their needs and expectations. The desired result is for the new employee to have initial client meetings scheduled.
Approval: Manager on task allocation
Will be submitted for approval:
Allocation of initial work tasks
Will be submitted
Set up bi-weekly check-ins for first month
Set up bi-weekly check-in meetings with the new employee for the first month of their employment. These meetings will provide an opportunity to address any questions, concerns, or challenges the new employee may have. The desired result is for bi-weekly check-in meetings to be scheduled.
Schedule meet and greet with department heads
Schedule meet and greet sessions between the new employee and key department heads. This will allow the new employee to understand the role and responsibilities of each department within the organization. The desired result is for meet and greet sessions with department heads to be scheduled.
Forward employee handbook
Send the new employee a copy of the employee handbook. This handbook contains important information about company policies, procedures, benefits, and expectations. The desired result is for the new employee to receive a copy of the employee handbook.
