Start with official introduction and welcome to the team
2
Give a detailed job overview and explain job expectations
3
Provide resources and accessibilities necessary to perform job tasks
4
Review the organizational chart and reporting lines
5
Introduce to immediate team members and key stakeholders
6
Approval: Department Head
7
Organize a meeting with the HR Manager for policy and compliance briefing
8
Provide training on internal systems and software
9
Explain company culture, core values, and vision
10
Plan on-the-job training with experienced co-workers
11
Approval: Co-worker Feedback
12
Assign initial projects/tasks
13
Schedule weekly check-in meetings for the first month
14
Discuss training opportunities and career growth plans
15
Establish communication channels and preferences
16
Tour the office or virtual tour for remote employees
17
Ensure setup for payroll and benefits administration
18
Approval: HR Manager's Verification
19
Provide list of key contacts for immediate and future reference
20
Gather feedback on onboarding process
Start with official introduction and welcome to the team
Welcome the new employee to the team and provide an overview of the company's culture and values. Emphasize the importance of their role and express excitement for their contribution to the team.
Give a detailed job overview and explain job expectations
Provide a comprehensive overview of the employee's specific role, including their responsibilities, goals, and any relevant performance expectations. Discuss the impact their role has on the overall success of the team and company.
Provide resources and accessibilities necessary to perform job tasks
Ensure the new employee has access to all the necessary resources, tools, and equipment needed to effectively perform their job duties. This includes providing login credentials, software licenses, and any physical resources needed.
1
Laptop
2
Software licenses
3
Access cards
4
Headset
Review the organizational chart and reporting lines
Introduce the new employee to the company's organizational structure and reporting lines. Explain who they will be directly reporting to and who they will be collaborating with across different departments.
1
Direct supervisor
2
Department head
3
CEO
4
Cross-functional team members
Introduce to immediate team members and key stakeholders
Schedule a meeting or virtual introduction with the new employee's immediate team members and key stakeholders. Encourage open communication and collaboration among the team members and provide opportunities for the new employee to ask questions.
1
John - Team Lead
2
Emily - Project Manager
3
Sarah - HR Manager
Approval: Department Head
Will be submitted for approval:
Introduce to immediate team members and key stakeholders
Will be submitted
Organize a meeting with the HR Manager for policy and compliance briefing
Arrange a meeting with the HR Manager to provide the new employee with a detailed briefing on company policies, procedures, and compliance requirements. Ensure the employee understands their rights and responsibilities within the organization.
Provide training on internal systems and software
Conduct training sessions to familiarize the new employee with the internal systems, software, and tools they will be using in their job. Provide step-by-step instructions, resources, and hands-on practice to ensure proficiency.
1
CRM software
2
Project management tool
3
Time tracking system
Explain company culture, core values, and vision
Explain the company's culture, core values, and vision. Discuss how these values shape the organization's decisions and actions. Emphasize the importance of aligning with these values in day-to-day work.
1
Integrity
2
Innovation
3
Collaboration
4
Customer-centric
5
Respect
Plan on-the-job training with experienced co-workers
Assign experienced co-workers as mentors or trainers to provide on-the-job training. Encourage the new employee to shadow their colleagues, ask questions, and actively participate in learning opportunities.
Approval: Co-worker Feedback
Will be submitted for approval:
Plan on-the-job training with experienced co-workers
Will be submitted
Assign initial projects/tasks
Assign specific projects or tasks to the new employee to help them gain practical experience and contribute to the team's goals. Clearly define the objectives, deliverables, and deadlines for each assignment.
Schedule weekly check-in meetings for the first month
Schedule regular check-in meetings with the new employee to provide ongoing support, address any questions or concerns, and ensure a smooth transition into their role. This will also provide an opportunity for feedback and guidance.
Discuss training opportunities and career growth plans
Engage in a conversation with the new employee to understand their career goals and aspirations. Discuss training opportunities, professional development programs, and potential career growth paths within the company.
Establish communication channels and preferences
Determine the new employee's preferred communication channels (email, phone, chat) and establish guidelines for effective communication within the team. Ensure the employee has all necessary contact information for team members and key stakeholders.
Tour the office or virtual tour for remote employees
Provide a physical or virtual tour of the office to help the new employee familiarize themselves with the layout, facilities, and amenities. For remote employees, offer a virtual tour of the company's virtual collaboration platforms and tools.
Ensure setup for payroll and benefits administration
Ensure the new employee's payroll and benefits administration are set up correctly. Collect any necessary personal and financial information to facilitate the onboarding process.
Approval: HR Manager's Verification
Will be submitted for approval:
Ensure setup for payroll and benefits administration
Will be submitted
Provide list of key contacts for immediate and future reference
Compile a list of key contacts, including their names, positions, and contact information, that the new employee may need for immediate support and future reference. This may include IT support, HR, and other department heads.
1
John - IT Support (123-456-7890)
2
Emily - HR Manager (987-654-3210)
Gather feedback on onboarding process
Request feedback from the new employee to continuously improve the onboarding process. Use their insights and suggestions to enhance future onboarding experiences and address any gaps or challenges identified.