Prepare the necessary paperwork for the new hiring
3
Create a detailed job description with the respective team leader
4
Prepare the new hire's workspace
5
Setup company email and necessary IT equipment and accounts
6
Provide training materials and schedule orientation
7
Create a meeting agenda for the first day with the new hire
8
Prepare the list of initial assignments
9
Communicate the organization's culture, values, and goals
10
Introduction to software/tools used in the company
11
Arrange introduction meetings with team members and key personnel within the organization
12
Ensure the necessary accesses and privileges are given to the new hire
13
Establish performance expectations and job requirements
14
Approval: HR Manager
15
Offer first week feedback session
16
Set up tracking for a probationary period
17
Provide information about company's benefits, policies and procedures
18
Assign a mentor for the new hire for smooth transition
19
Plan regular check-ins during the first few months
20
Ensure employee's understanding of safety procedures
Inform the new hire about their start date
Use this task to notify the new hire about their official start date. Provide them with all the necessary details, such as the exact time, location, and any specific instructions. This task ensures that the new hire is well-informed and ready to begin their journey with the company.
Prepare the necessary paperwork for the new hiring
In this task, gather and organize all the required paperwork for the new hire. This includes employment contracts, tax forms, and any other relevant documents. Ensure that the paperwork is complete, accurate, and ready for the new hire's signature.
1
Employment contract
2
Tax forms
3
Confidentiality agreement
4
Emergency contact form
5
Employee handbook acknowledgment
Create a detailed job description with the respective team leader
Collaborate with the respective team leader to create a detailed job description for the new hire. Discuss the responsibilities, qualifications, and expectations for the role. This task ensures that the job description accurately reflects the position and will be used for future reference and recruitment purposes.
Prepare the new hire's workspace
Ensure that the new hire's workspace is clean, organized, and fully equipped. Set up their desk or workstation with all the necessary supplies, such as a computer, chair, and stationery. This task creates a welcoming and functional workspace for the new hire.
1
Standing desk
2
Ergonomic chair
3
Dual monitors
4
Keyboard and mouse
5
Printer
Setup company email and necessary IT equipment and accounts
Set up the new hire's company email account and provide them with the necessary IT equipment and accounts. Ensure that the email account is properly configured and that the new hire has access to all the required software and tools. This task ensures that the new hire can effectively communicate and perform their duties.
1
Laptop
2
Desktop PC
3
Tablet
4
Smartphone
5
Headset
Provide training materials and schedule orientation
Share training materials with the new hire and schedule an orientation session. Provide them with all the necessary resources, documents, and instructions to familiarize themselves with the company culture, policies, and procedures. This task ensures that the new hire is well-prepared and has a smooth onboarding experience.
Create a meeting agenda for the first day with the new hire
Prepare a comprehensive meeting agenda for the new hire's first day. Include introductions, team meetings, training sessions, and any other relevant activities. This task ensures that the new hire has a structured and productive first day.
Prepare the list of initial assignments
Compile a list of initial assignments for the new hire. These can include specific tasks, projects, or learning objectives. This task ensures that the new hire has a clear roadmap to follow and can start contributing to the team from day one.
Communicate the organization's culture, values, and goals
Communicate the organization's culture, values, and goals to the new hire. Provide them with an overview of the company's mission, vision, and core principles. This task ensures that the new hire understands and aligns with the organization's culture and objectives.
Introduction to software/tools used in the company
Introduce the new hire to the software and tools used within the company. Provide them with the necessary training and resources to become proficient in using these tools. This task ensures that the new hire can effectively leverage technology in their role.
1
Microsoft Office Suite
2
CRM software
3
Project management software
4
Communication tools
5
Analytics platform
Arrange introduction meetings with team members and key personnel within the organization
Schedule introduction meetings for the new hire with their team members and key personnel within the organization. Provide them with a list of individuals to meet and their respective roles. This task ensures that the new hire builds relationships and understands the organization's structure.
Ensure the necessary accesses and privileges are given to the new hire
Grant the new hire the necessary accesses and privileges to perform their job duties. This includes providing them with login credentials, access permissions, and any required accounts or systems. This task ensures that the new hire has the appropriate level of access to the company's resources.
1
Network access
2
Database access
3
Software access
4
Online accounts
5
Security badges
Establish performance expectations and job requirements
Discuss and establish performance expectations and job requirements with the new hire. Clearly outline the key performance indicators, goals, and metrics they will be evaluated against. This task ensures that the new hire understands what is expected of them and how their performance will be measured.
Approval: HR Manager
Will be submitted for approval:
Inform the new hire about their start date
Will be submitted
Prepare the necessary paperwork for the new hiring
Will be submitted
Create a detailed job description with the respective team leader
Will be submitted
Prepare the new hire's workspace
Will be submitted
Setup company email and necessary IT equipment and accounts
Will be submitted
Provide training materials and schedule orientation
Will be submitted
Create a meeting agenda for the first day with the new hire
Will be submitted
Prepare the list of initial assignments
Will be submitted
Communicate the organization's culture, values, and goals
Will be submitted
Introduction to software/tools used in the company
Will be submitted
Arrange introduction meetings with team members and key personnel within the organization
Will be submitted
Ensure the necessary accesses and privileges are given to the new hire
Will be submitted
Establish performance expectations and job requirements
Will be submitted
Offer first week feedback session
Schedule a feedback session for the new hire at the end of their first week. Provide them with an opportunity to share their observations, ask questions, and provide feedback on their onboarding experience so far. This task ensures that the new hire feels heard and supported in their transition.
Set up tracking for a probationary period
Establish a tracking system to monitor the new hire's performance and progress during their probationary period. Specify the key milestones, evaluation criteria, and timeline for the probationary period. This task ensures that the new hire's performance is assessed objectively and fairly.
1
30 days evaluation
2
60 days evaluation
3
90 days evaluation
4
Probation extension review
5
Probation completion review
Provide information about company's benefits, policies and procedures
Communicate information about the company's benefits, policies, and procedures to the new hire. Ensure that they are aware of the employee benefits package, code of conduct, and any other relevant policies. This task ensures that the new hire has a clear understanding of their rights and responsibilities as an employee.
Assign a mentor for the new hire for smooth transition
Assign a mentor to the new hire to support their transition and integration into the company. The mentor will provide guidance, answer questions, and facilitate the new hire's professional development. This task ensures that the new hire has a designated support system during their onboarding process.
Plan regular check-ins during the first few months
Schedule regular check-ins with the new hire during their first few months. These check-ins provide an opportunity to assess their progress, address any concerns, and offer support or additional guidance if needed. This task ensures that the new hire feels supported and that any challenges are addressed in a timely manner.
1
Weekly
2
Bi-weekly
3
Monthly
4
Every 3 months
5
As needed
Ensure employee's understanding of safety procedures
Educate the new hire about the company's safety procedures and protocols. Provide them with the necessary information and training to ensure their well-being and compliance with safety regulations. This task ensures that the new hire is aware of potential risks and knows how to mitigate them.
