Arrange for provision of company equipment and supplies
3
Schedule introduction meetings with relevant department heads
4
Create employee file with necessary paperwork
5
Arrange for company ID and access cards
6
Complete job description and expectations review
7
Approval: Job Description Review
8
Organize company policy and safety training sessions
9
Provide details of employee benefits and entitlements
10
Conduct tour of workplace
11
Introduce to team members and colleagues
12
Assess and document any special needs or accommodations
13
Set up access to required software and systems
14
Schedule first performance review date
15
Clarify company culture and expectations
16
Inform about professional development opportunities
17
Provide list and contacts of immediate superiors
18
Approval: Orientation Process
19
Mentor or buddy system setup
20
Confirm understanding and answer any questions
Prepare orientation agenda
This task involves creating an agenda for the employee orientation. The agenda should outline the schedule for the orientation, including the topics to be covered, the time allocated for each topic, and any specific activities or presentations planned. The goal of this task is to ensure that the orientation process is well-organized and provides new employees with all the necessary information and resources they need to start their job.
Arrange for provision of company equipment and supplies
In this task, you will arrange for the provision of company equipment and supplies to the new employee. This includes items such as a computer, phone, stationery, and any other tools or materials they may need to perform their job. The goal is to ensure that the employee has all the necessary resources to start their work smoothly.
1
Computer
2
Phone
3
Stationery
4
Tools
5
Materials
Schedule introduction meetings with relevant department heads
In this task, you will schedule introduction meetings between the new employee and the relevant department heads. The purpose of these meetings is to introduce the employee to key individuals within the organization, provide an overview of the department's role and responsibilities, and establish lines of communication. The goal is to facilitate networking and relationship building within the organization.
Create employee file with necessary paperwork
This task involves creating an employee file for the new employee and collecting all necessary paperwork. The employee file should include documents such as the employment contract, tax forms, emergency contact information, and any other relevant paperwork. The goal is to ensure that all required documentation is properly filed and organized for future reference.
Arrange for company ID and access cards
In this task, you will arrange for the creation of company ID and access cards for the new employee. These cards are necessary for the employee to gain access to various areas of the workplace, such as the office, meeting rooms, and other restricted areas. The goal is to ensure that the employee has the necessary identification and access permissions to perform their job effectively.
1
Basic
2
Intermediate
3
Advanced
Complete job description and expectations review
This task involves completing a review of the new employee's job description and expectations. The review should include a detailed discussion of the employee's roles and responsibilities, performance metrics, and any specific goals or objectives they are expected to achieve. The goal is to ensure that the employee has a clear understanding of their job and what is expected of them.
Approval: Job Description Review
Will be submitted for approval:
Complete job description and expectations review
Will be submitted
Organize company policy and safety training sessions
In this task, you will organize company policy and safety training sessions for the new employee. These sessions are designed to familiarize the employee with the company's policies, procedures, and safety protocols. The goal is to ensure that the employee understands and complies with all relevant policies and safety guidelines.
Provide details of employee benefits and entitlements
In this task, you will provide the new employee with details of their benefits and entitlements. This includes information on health insurance, retirement plans, vacation and sick leave policies, and any other benefits or perks offered by the company. The goal is to ensure that the employee is aware of and can take advantage of all the benefits they are entitled to.
Conduct tour of workplace
In this task, you will conduct a tour of the workplace for the new employee. The tour should include key areas such as the office, break room, restrooms, and any other locations relevant to the employee's job. The goal is to familiarize the employee with their surroundings and create a sense of comfort and belonging in their new work environment.
1
Office
2
Break room
3
Restrooms
4
Other
Introduce to team members and colleagues
In this task, you will introduce the new employee to their team members and colleagues. This can be done through a formal introduction during a team meeting or through informal introductions during casual interactions. The goal is to help the employee build relationships and establish connections with their coworkers.
1
Team members
2
Colleagues
3
Both
Assess and document any special needs or accommodations
In this task, you will assess and document any special needs or accommodations required by the new employee. This may include physical or medical accommodations, dietary restrictions, or any other specific needs that may impact their work. The goal is to ensure that the employee's needs are met and that they can perform their job effectively.
Set up access to required software and systems
In this task, you will set up access for the new employee to the required software and systems they will need to perform their job. This may include providing login credentials, installing software on their computer, or granting permissions to specific systems or databases. The goal is to ensure that the employee has the necessary tools and resources to carry out their work tasks.
1
Email
2
CRM
3
Project management tool
4
Other
Schedule first performance review date
In this task, you will schedule the first performance review date for the new employee. The performance review should take place within a specified time frame after the employee's start date and provide feedback on their job performance and progress towards their goals. The goal is to provide guidance and support to the employee as they navigate their new role.
Clarify company culture and expectations
This task involves clarifying the company culture and expectations to the new employee. This includes sharing information about the company's values, mission, and vision, as well as any specific cultural norms or expectations. The goal is to help the employee understand and align with the company's culture and set them up for success in their role.
1
Collaborative
2
Innovative
3
Customer-focused
4
Other
Inform about professional development opportunities
In this task, you will inform the new employee about professional development opportunities available to them. This may include training programs, workshops, conferences, or other learning opportunities that can help them enhance their skills and knowledge. The goal is to support the employee's professional growth and development within the organization.
1
Training programs
2
Workshops
3
Conferences
4
Other
Provide list and contacts of immediate superiors
This task involves providing the new employee with a list of their immediate superiors and their contact information. This includes their direct manager, team lead, or any other individuals they may report to. The goal is to ensure that the employee knows who to reach out to for support, guidance, and direction in their role.
Approval: Orientation Process
Will be submitted for approval:
Prepare orientation agenda
Will be submitted
Arrange for provision of company equipment and supplies
Will be submitted
Schedule introduction meetings with relevant department heads
Will be submitted
Create employee file with necessary paperwork
Will be submitted
Arrange for company ID and access cards
Will be submitted
Complete job description and expectations review
Will be submitted
Organize company policy and safety training sessions
Will be submitted
Provide details of employee benefits and entitlements
Will be submitted
Conduct tour of workplace
Will be submitted
Introduce to team members and colleagues
Will be submitted
Assess and document any special needs or accommodations
Will be submitted
Set up access to required software and systems
Will be submitted
Schedule first performance review date
Will be submitted
Clarify company culture and expectations
Will be submitted
Inform about professional development opportunities
Will be submitted
Provide list and contacts of immediate superiors
Will be submitted
Mentor or buddy system setup
In this task, you will set up a mentor or buddy system for the new employee. This involves assigning an experienced employee to act as a mentor or buddy to provide guidance, support, and assistance to the new employee as they transition into their role. The goal is to help the employee integrate into the organization and foster a positive onboarding experience.
Confirm understanding and answer any questions
In this task, you will confirm the new employee's understanding of the orientation process and address any questions or concerns they may have. This can be done through a one-on-one meeting, a group discussion, or via email or other communication channels. The goal is to ensure that the employee feels informed, supported, and prepared to start their job.
