Complete I-9 Employment Eligibility Verification with employee
6
Schedule and arrange employee's orientation
7
Plan and prepare the employee's training schedule
8
Approval: Training Schedule
9
Connect the new employee with a mentor
10
Create and provide the new employee with an ID card
11
Setup company email for the new hire
12
Introduction of new hire to each department
13
Give new hire a tour of the company
14
Enroll the new hire to necessary work software and tools
15
Approval: Software and Tools Enrollment
16
Create and submit a report on the completed onboarding process
Gather all necessary employee documents
Collect all the required documents from the new employee to ensure that they are properly documented and compliant with company policies. This task is crucial as it ensures that the employee's information is complete and accurate, reducing the risk of any legal or administrative issues in the future. Be sure to securely store these documents after completing the task.
Prepare employee's work station
Create a comfortable and efficient work environment for the new employee. This task includes setting up their computer, peripherals, and any necessary software or tools they will need to perform their job effectively.
1
Laptop
2
Desktop
1
Monitor
2
Keyboard
3
Mouse
4
Headset
5
Webcam
1
Microsoft Office
2
Adobe Creative Cloud
3
Slack
4
Zoom
5
CRM Software
Add new employee to company's payroll system
Ensure that the new employee is accurately added to the company's payroll system, allowing them to receive their salary and benefits. Payroll details should be entered correctly to avoid any financial discrepancies. This task is an essential part of the onboarding process.
Register new employee for company benefits
Enroll the new employee in the company's benefits program, ensuring that they have access to health insurance, retirement plans, and other employee benefits. Explain the various benefits available and assist them in selecting the appropriate options for their needs.
1
Health Insurance
2
Retirement Plan
3
Dental Insurance
4
Vision Insurance
5
Flexible Spending Account
1
Yes
2
No
Complete I-9 Employment Eligibility Verification with employee
Verify the new employee's eligibility to work in the country by completing the I-9 form. This task is important for legal compliance and helps prevent any potential issues related to employment eligibility. Guide the employee through the form and ensure that all necessary documents are provided and correctly filled out.
1
US Citizen
2
Permanent Resident
3
Work Visa Holder
4
Other
Schedule and arrange employee's orientation
Plan and coordinate the new employee's orientation session to ensure a smooth transition into the company. Provide an overview of the company's culture, values, policies, and expectations. Introduce the employee to key team members and departments to foster connections and a sense of belonging.
1
CEO
2
Department Heads
3
Team Leads
4
HR Manager
5
Mentor
Plan and prepare the employee's training schedule
Design and coordinate the new employee's training program to ensure they acquire the necessary skills and knowledge to perform their job effectively. Identify key training modules or courses, schedule training sessions, and provide relevant resources and materials for their development.
1
Product Training
2
Company Policies
3
Safety Training
4
Soft Skills
5
Technical Skills
Approval: Training Schedule
Will be submitted for approval:
Plan and prepare the employee's training schedule
Will be submitted
Connect the new employee with a mentor
Pair the new employee with an experienced mentor who can provide guidance and support during their onboarding process. The mentor should be knowledgeable about the company's culture, processes, and job responsibilities. Encourage regular check-ins and facilitate open communication to foster a positive mentor-mentee relationship.
Create and provide the new employee with an ID card
Generate an employee ID card for the new employee, granting them access to the company's premises and facilities. The ID card should clearly display the employee's name, photo, position, and any required access levels. Securely distribute the ID card to the employee upon completion.
1
Office Building
2
Restricted Areas
3
Parking Lot
Setup company email for the new hire
Create a company email account for the new employee, granting them access to internal communication channels and facilitating their collaboration with colleagues. Provide the necessary login credentials and guide the employee through the email setup process.
Introduction of new hire to each department
Introduce the new employee to each department within the company to facilitate cross-functional collaboration and networking. Coordinate department introductions, provide an overview of their roles and responsibilities, and encourage team members to welcome and support the new hire.
1
HR
2
Finance
3
Sales
4
Marketing
5
Operations
Give new hire a tour of the company
Conduct a comprehensive tour of the company's premises, familiarizing the new employee with various departments, facilities, and amenities. Highlight key areas such as the cafeteria, restrooms, parking, and emergency exits. Provide an opportunity for the new hire to ask questions and gather important information.
1
Cafeteria
2
Restrooms
3
Parking
4
Conference Rooms
5
Emergency Exits
Enroll the new hire to necessary work software and tools
Ensure that the new employee has access to the required software applications and tools needed to perform their job effectively. Provide login credentials, installation instructions, and any relevant training resources. Verify that the employee's accounts are set up correctly and functioning as expected.
1
CRM Software
2
Project Management Tool
3
Communication Platform
4
Accounting Software
5
Design Tools
Approval: Software and Tools Enrollment
Will be submitted for approval:
Enroll the new hire to necessary work software and tools
Will be submitted
Create and submit a report on the completed onboarding process
Compile a comprehensive report detailing the entire employee onboarding process, including each task's completion status, any challenges encountered, and feedback received. This report will help assess the effectiveness of the onboarding program and identify areas for improvement.
