Preparing the employee badge and access credentials
9
Setting up the workstation
10
Assigning a mentor to the new employee
11
First day orientation schedule creation
12
Informing the team about the new joiner
13
Setting up a bank account for salary credits (if not available)
14
Enrolling the employee in the benefit programs
15
Scheduling the employee for initial job training
16
Initiating IT login details setup
17
Approval: IT on login setup
18
Introduction to reporting manager
19
Scheduling first team meeting
20
Approval: Senior Management on onboarding process
Recruitment Team sending the offer letter
The Recruitment Team prepares and sends the offer letter to the candidate. This task is crucial as it officially extends the job offer to the candidate and sets the stage for the onboarding process. The desired result is to have the candidate receive and accept the offer letter. Do you have the template for the offer letter ready?
Candidate accepting the offer
Once the candidate receives the offer letter, they need to review and accept it. This task ensures that the candidate has accepted the offer, signaling their commitment to join the organization. Have you received the candidate's acceptance of the offer?
Approval: HR on accepted offer
Will be submitted for approval:
Candidate accepting the offer
Will be submitted
HR preparing employee contract
HR prepares the employee contract, which outlines the terms and conditions of employment. This task is important to establish a legal agreement between the employer and the new employee. The desired result is to have the employee contract ready for the candidate's signature. What is the expected date of completion for the employee contract?
Candidate signing the contract
Once the employee contract is ready, the candidate needs to review, sign, and return it. This task ensures that the candidate has acknowledged and agreed to the terms and conditions of employment. Have you received the signed employee contract from the candidate?
Security team conducting a background check
The security team conducts a background check on the new employee to ensure the safety and security of the organization. This task is essential to verify the candidate's credentials and ensure their suitability for the role. Have you initiated the background check process?
Approval: Security team on background check
Will be submitted for approval:
Security team conducting a background check
Will be submitted
Preparing the employee badge and access credentials
The HR team prepares the employee badge and access credentials, granting the new employee access to the workplace and necessary systems. This task is key to providing the new employee with the necessary tools to perform their job. Do you have the employee badge and access credentials ready?
Setting up the workstation
The IT team sets up the new employee's workstation, including their computer, software, and any other necessary equipment. This task ensures that the new employee has a functional and personalized workstation to start their job. Is the workstation setup completed?
Assigning a mentor to the new employee
The HR team assigns a mentor to the new employee, who will provide guidance and support during the onboarding process. This task helps the new employee feel welcomed and supported in their new role. Have you assigned a mentor to the new employee?
First day orientation schedule creation
The HR team creates the orientation schedule for the new employee's first day. This schedule outlines the activities and introductions planned to help the new employee settle in smoothly. What activities and introductions are planned for the new employee's first day?
Informing the team about the new joiner
The HR team informs the relevant teams and colleagues about the new employee joining the organization. This task ensures that the team members are aware of the new joiner and can provide a warm welcome. Can you provide the relevant teams and colleagues that need to be informed about the new joiner?
Setting up a bank account for salary credits (if not available)
If the new employee doesn't have an existing bank account for salary credits, HR assists them in setting up a new bank account. This task ensures that the employee receives their salary without any delays. Does the new employee have an existing bank account for salary credits?
1
Citibank
2
Chase Bank
3
Bank of America
4
Wells Fargo
5
TD Bank
Enrolling the employee in the benefit programs
HR enrolls the new employee in the organization's benefit programs, such as health insurance and retirement plans. This task is crucial to ensure that the employee receives the benefits they are entitled to. Have you enrolled the new employee in the benefit programs?
Scheduling the employee for initial job training
The HR team schedules the new employee for initial job training sessions. This task equips the new employee with the necessary knowledge and skills to perform their job effectively. Have you scheduled the new employee for the initial job training?
Initiating IT login details setup
The IT team initiates the setup of the new employee's IT login details, including email, computer access, and other relevant systems. This task ensures that the employee has the necessary access to IT resources. Have you initiated the setup of the new employee's IT login details?
Approval: IT on login setup
Will be submitted for approval:
Initiating IT login details setup
Will be submitted
Introduction to reporting manager
The new employee is introduced to their reporting manager, who will provide guidance and oversee their work. This task helps establish a direct line of communication and sets expectations between the new employee and their manager. Have you introduced the new employee to their reporting manager?
Scheduling first team meeting
The HR team schedules the first team meeting for the new employee, where they can meet their colleagues and exchange introductions. This task helps in building rapport and fostering a sense of belonging. Have you scheduled the first team meeting for the new employee?