Six months performance feedback and ongoing check-ins
Official job offer acceptance
Congratulations on accepting the job offer! This task involves formally accepting the job offer and understanding the terms of your employment. The desired result is to have a clear understanding of the job offer and to officially accept it. Are there any questions or concerns you have regarding the job offer? If so, please provide details in the form field below. The required resource for this task is the job offer letter.
Prepare onboarding documentation
Welcome to the onboarding process! Your role in this task is to prepare the necessary documentation for the onboarding process. This task is crucial as it ensures that all necessary paperwork is ready and available for the employee's first day. The desired result is to have all onboarding documents prepared and organized. What documents and forms are required for the onboarding process? Please list them in the form field below.
Creation of company email and system logins
Time to set up your company email and system logins! Your role in this task is to create the employee's company email address and provide them with the necessary login credentials for the company systems. The desired result is to have the employee's email address and system logins created and shared with them. Please provide the employee's preferred email address in the form field below.
Prepare office space and resources
Let's get your office space ready! In this task, your role is to prepare the employee's office space and gather the necessary resources they will need. The desired result is to have a well-equipped and organized office space. What specific resources or equipment does the employee need in their office? List them in the form field below.
Provide company policies and important documents
It's important to get familiar with the company policies and important documents. In this task, your role is to provide the employee with access to and understanding of the company policies and other important documents. The desired result is for the employee to have a clear understanding of the company policies and important documents. Which policies and documents should the employee review? Please list them in the form field below.
Setup of payroll information
Let's set up your payroll information correctly. Your role in this task is to gather the necessary information for the employee's payroll setup. The desired result is to have the employee's payroll information accurately set up in the system. Please provide the following details for payroll setup:
1
Weekly
2
Biweekly
3
Monthly
Schedule company orientation
Welcome to the company! This task involves scheduling the employee's company orientation. The role of this task is to ensure that the new employee receives a thorough introduction to the company's culture, values, and processes. The desired result is to have the company orientation scheduled and communicated to the employee. Please provide the preferred date for the company orientation in the form field below.
Assign a mentor or buddy
Having someone to guide you through the onboarding process can be really helpful. In this task, your role is to assign a mentor or buddy to the new employee. The mentor or buddy will provide support, answer questions, and assist with integrating into the company culture. The desired result is for the new employee to have a mentor or buddy assigned. Who would you like to be your mentor or buddy? Please provide the person's name in the form field below.
Approval: Sign confidentiality agreement
Will be submitted for approval:
Official job offer acceptance
Will be submitted
Enrollment in benefits program
It's time to enroll in the employee benefits program! Your role in this task is to guide the employee through the benefits enrollment process. The desired result is for the employee to successfully enroll in the benefits program. Please provide the following details for benefits enrollment:
1
Basic
2
Standard
3
Premium
4
Custom
Introduce to team and leadership
Let's introduce you to the team and leadership! Your role in this task is to facilitate introductions to the team members and leadership within the company. The desired result is for the new employee to feel welcomed and connected with the team and leadership. Please provide the following details for the introductions:
Review role expectations and job description
In this task, your role is to review the employee's role expectations and job description. The desired result is for the employee to have a clear understanding of their role and responsibilities. Please review your job description and provide any questions or clarifications in the form field below.
Goals setting and first assignments
Time to set your goals and start working on your first assignments! Your role in this task is to set goals and provide the employee with their first assignments. The desired result is for the employee to have clear goals and initial tasks to work on. What are your goals for the next month? Please list them in the form field below.
Arrange initial meetings with key stakeholders
Building relationships with key stakeholders is important for success. In this task, your role is to arrange initial meetings with the key stakeholders relevant to the employee's role. The desired result is for the employee to have scheduled meetings with key stakeholders. Who are the key stakeholders you need to meet with? Please list their names and roles in the form field below.
Completion of first week check-in
It's time for the first week check-in! This task involves checking in with the new employee to discuss their onboarding experience so far and address any questions or concerns. The desired result is for the employee to have a smooth onboarding experience and any issues resolved. How was your onboarding experience so far? Please provide any feedback, questions, or concerns in the form field below.
Approval: New Employee Evaluation
Will be submitted for approval:
Completion of first week check-in
Will be submitted
Completion of first month check-in
Congratulations on completing your first month! In this task, we will check in with you to discuss your overall experience and any adjustments needed. The desired result is for the employee to have a successful transition and any necessary adjustments made. How has your first month been? Please provide any feedback, suggestions, or concerns in the form field below.
Review and update Individual Development Plan
It's time to review and update your Individual Development Plan (IDP). This task involves evaluating your progress and setting new development goals. The desired result is for the employee to have an updated IDP and clear development goals. Please review your current IDP and provide any updates or new goals in the form field below.
Approval: Three Months Performance Review
Will be submitted for approval:
Completion of first month check-in
Will be submitted
Six months performance feedback and ongoing check-ins
It's time for the six months performance feedback and ongoing check-ins! This task involves providing feedback on the employee's performance and addressing any ongoing needs or concerns. The desired result is for the employee to receive constructive feedback and ongoing support. How would you rate your performance so far? Please provide any feedback, suggestions, or concerns in the form field below.
