Provide and clarify job description and responsibilities
3
Set up workplace, computer, email and access to relevant databases
4
Quickly go over the company's history, values, and culture
5
Review of company policies and procedures
6
Approval: Review of Company Policies and Procedures
7
Provide a tour of the facilities and introduce to department heads
8
Guide on how to use office equipment and software
9
Explaining the performance evaluation process and timeline
10
Introduction to the company's client portfolio and major stakeholders
11
Brief on the company's services and products
12
Schedule attendance for Internal Training sessions
13
Present an overview of departmental projects
14
Assign first tasks and projects
15
Set expectations for the first week, first month, and first quarter
16
Present an overview of benefits, salary, and vacation policies
17
Set up regular check-ins with the supervisor
18
Approval: Set Up Regular Check-Ins with the Supervisor
19
Encourage open communication and where/how to ask for help
20
Provide contact list and escalation process
Welcome the new hire and introduce the team
Welcome the new hire to the team in a warm and friendly manner. Introduce them to the team members by name and provide a brief description of their roles and responsibilities. Inform the new hire about the team's goals and objectives, highlighting how their role contributes to the overall success of the team and the organization. Create an inclusive environment by encouraging team members to introduce themselves and greet the new hire.
1
John Smith
2
Sarah Johnson
3
Michael Brown
Provide and clarify job description and responsibilities
Review the job description and responsibilities with the new hire, ensuring they have a clear understanding of what is expected of them in their role. Discuss any questions or concerns they may have and provide guidance on how to successfully fulfill their responsibilities. Emphasize the importance of their role in achieving the team's objectives and how their work contributes to the overall success of the organization.
1
Manage client accounts
2
Generate reports
3
Provide customer support
Set up workplace, computer, email and access to relevant databases
Prepare the new hire's workstation, including setting up their computer, email account, and granting access to relevant databases and systems. Ensure that all necessary software and tools are installed and functional. Provide the new hire with their login credentials and explain any specific procedures or guidelines related to accessing and using the workplace resources.
Quickly go over the company's history, values, and culture
Brief the new hire on the company's history, mission, vision, and core values. Explain how these elements shape the company's culture and contribute to its overall success. Highlight any significant achievements or milestones in the company's journey and relate them to the new hire's role and how they can contribute to the company's future growth.
1
Innovation
2
Integrity
3
Collaboration
4
Customer-focused
Review of company policies and procedures
Provide an overview of the company's policies and procedures, including but not limited to HR policies, code of conduct, data security, and safety guidelines. Emphasize the importance of compliance with these policies and explain how they contribute to a positive work environment and the company's reputation. Encourage the new hire to ask any questions or seek clarification on any policy or procedure.
1
Data security
2
Health and safety
3
Confidentiality
Approval: Review of Company Policies and Procedures
Will be submitted for approval:
Review of company policies and procedures
Will be submitted
Provide a tour of the facilities and introduce to department heads
Take the new hire on a tour of the company's facilities, including office areas, common spaces, and any other relevant locations. Introduce them to department heads and colleagues from different teams, emphasizing the collaborative nature of the work environment. Highlight any unique features or amenities of the facilities that contribute to the overall employee experience.
1
Marketing
2
Sales
3
Operations
Guide on how to use office equipment and software
Provide a comprehensive guide on how to use office equipment and software commonly used in the organization. Include step-by-step instructions and tips to ensure the new hire can effectively utilize these tools. Highlight any specific shortcuts or features that can enhance efficiency and productivity in their role.
1
Printer
2
Scanner
3
Phone
1
Microsoft Office
2
CRM system
3
Project management tool
Explaining the performance evaluation process and timeline
Explain the performance evaluation process to the new hire, including how performance is measured, timelines for evaluations, and any specific performance metrics or goals that apply to their role. Highlight the importance of performance feedback in personal and professional growth and encourage the new hire to actively seek feedback from their supervisor and colleagues.
Introduction to the company's client portfolio and major stakeholders
Introduce the new hire to the company's client portfolio and major stakeholders. Provide an overview of key clients, their industries, and the services or products they receive from the company. Highlight any significant relationships or partnerships with key stakeholders and explain the importance of building and maintaining positive relationships with them.
1
XYZ Corporation
2
ABC Corp
3
123 Industries
1
Investors
2
Government agencies
3
Industry associations
Brief on the company's services and products
Give a brief overview of the company's services and products, emphasizing their unique selling points and competitive advantages. Explain how these offerings align with the needs and demands of the target market. Provide examples of successful projects or client engagements to illustrate the value provided by the company's services and products.
Schedule attendance for Internal Training sessions
Schedule the new hire's attendance for any upcoming internal training sessions or workshops relevant to their role or professional development. Provide the dates, times, and locations of these sessions and explain the benefits of participating in them. Encourage the new hire to actively engage and apply the knowledge gained during the training sessions.
Present an overview of departmental projects
Present an overview of the departmental projects that the new hire will be involved in. Explain the objectives, scope, and expected outcomes of each project. Highlight any specific tasks or responsibilities that the new hire will be assigned within these projects. Encourage the new hire to ask questions and provide input on the projects.
1
Market research
2
Data analysis
3
Report preparation
Assign first tasks and projects
Assign the new hire their first tasks and projects, ensuring they align with their skills and responsibilities. Clearly explain the objectives, deliverables, and timelines for each task or project. Provide any necessary resources or tools to support the new hire in completing these assignments successfully.
Set expectations for the first week, first month, and first quarter
Set clear expectations for the new hire's performance and progress during their first week, first month, and first quarter. Explain the specific goals or targets they should aim to achieve within these timeframes. Communicate the importance of regular communication and feedback to ensure continuous improvement and alignment with team and organizational goals.
Present an overview of benefits, salary, and vacation policies
Present an overview of the company's benefits package, including information on health insurance, retirement plans, and other employee perks. Explain the salary structure and any performance-based incentives or bonuses. Discuss the vacation policy, including how to request time off and any limitations or guidelines. Answer any questions the new hire may have regarding compensation and benefits.
1
Accrual system
2
Approval process
3
Carry-over rules
Set up regular check-ins with the supervisor
Set up regular check-in meetings between the new hire and their supervisor to facilitate feedback, support, and progress tracking. Agree on the frequency and duration of these meetings and establish a comfortable and open environment for discussion. Emphasize the importance of these check-ins in ensuring the new hire's professional development and success in their role.
Approval: Set Up Regular Check-Ins with the Supervisor
Will be submitted for approval:
Set up regular check-ins with the supervisor
Will be submitted
Encourage open communication and where/how to ask for help
Encourage the new hire to ask questions and seek help whenever needed. Provide guidance on the appropriate channels and methods for seeking assistance, such as approaching colleagues, scheduling meetings, or using communication tools. Foster a supportive and collaborative atmosphere where everyone feels comfortable seeking and offering help.
1
Ask a colleague
2
Schedule a meeting
3
Use project management tool
Provide contact list and escalation process
Provide the new hire with a contact list of key team members and stakeholders they may need to collaborate with. Include names, positions, and contact details such as email addresses and phone numbers. Explain the escalation process for any urgent or critical issues and provide guidance on when and how to escalate problems to ensure timely resolution.
