Inform about company policies and health&safety regulations
16
Provide a tour of the office facility
17
Plan for orientation sessions
18
Provide company email and internal communication access
19
Discuss Performance expectations and targets
20
Approval: Manager for end of onboarding process
Employee signs the offer letter
Welcome to our team! The first step in the onboarding process is for the new employee to sign the offer letter. This task signifies their commitment to joining our organization and starting their journey with us. The signed offer letter is a crucial document that validates their employment and sets the terms and conditions. It is important to ensure that the offer letter is signed promptly to initiate the onboarding process smoothly.
Provide necessary documents for verification
We need to collect the necessary documents from the new employee for verification purposes. These documents may include identification proof, educational certificates, work experience letters, and any other relevant documents. Verification ensures that the employee's qualifications and background align with our requirements. It helps us maintain the integrity of our team and protect our clients' interests.
1
Identification Proof
2
Educational Certificates
3
Work Experience Letters
4
Other
Conduct background check
Once the necessary documents are provided, we conduct a background check to verify the authenticity of the information provided by the employee. This check includes verifying educational qualifications, employment history, criminal records, and any other relevant details. A thorough background check helps us ensure the integrity of our team and maintain a safe and trustworthy work environment.
1
Educational Qualifications Verification
2
Employment History Verification
3
Criminal Records Check
4
Reference Check
5
Other Checks
Completion of documentation formalities
In this task, we complete the necessary documentation formalities to onboard the new employee smoothly. The documentation may include filling out forms, signing agreements, providing tax information, and any other paperwork required by the company and relevant authorities. Completing the documentation formalities ensures that the employee's records are accurate and up-to-date, facilitating the management of their employment.
Approval: HR for documentation
Will be submitted for approval:
Completion of documentation formalities
Will be submitted
Issue office equipment and resources
To enable the new employee to perform their duties efficiently, we provide them with the necessary office equipment and resources. This includes their workstation setup, computer/laptop, peripherals such as mouse and keyboard, stationery, and any other tools specific to their role. Providing the right equipment and resources ensures that the employee can work comfortably and effectively from day one.
1
Computer/Laptop
2
Mouse and Keyboard
3
Monitor
4
Desk and Chair
5
Stationery Kit
Arrange IT system access
To ensure that the new employee can access the necessary IT systems and applications required for their role, we need to arrange their IT system access. This includes creating user accounts, granting permissions, and setting up any required software or tools. Providing seamless IT system access ensures that the employee can start working on their tasks without any technical hurdles.
1
Administrator
2
User
3
Limited Access
Introduce to the IT infrastructure
In this task, we introduce the new employee to the IT infrastructure of our organization. This includes providing an overview of our network architecture, access points, server systems, and any other relevant IT infrastructure components. Familiarizing the employee with the IT infrastructure helps them understand how our systems are structured and interconnected.
Provide specialized IT software training
As an IT Managed Services Consultant, the new employee will require specialized IT software training to perform their job effectively. In this task, we provide the necessary training sessions to familiarize the employee with the software tools and applications they will be using. This training ensures that the employee can leverage the software's capabilities to deliver exceptional services to our clients.
1
CRM Software
2
Ticketing System
3
Monitoring Tools
4
Collaboration Software
5
Other
1
Introduction to Software
2
Navigating the User Interface
3
Creating and Managing Tickets
4
Generating Reports
5
Troubleshooting Tools
Provide IT service management training
To excel in their role as an IT Managed Services Consultant, the new employee needs to undergo IT service management training. This training equips them with the knowledge and skills required to effectively manage IT service delivery, incident resolution, problem management, and change control. The training ensures that the employee can adhere to the best practices in IT service management.
1
ITIL Foundation
2
Incident Management
3
Problem Management
4
Change Management
5
Other
Handover first project details
The new employee will be assigned their first project as an IT Managed Services Consultant. In this task, their mentor or supervisor will hand over the details of the project, including the scope, objectives, timelines, and client information. Handing over the first project details ensures that the employee can start working on the project with a clear understanding of the requirements and expectations.
Assign a mentor for guidance
To support the new employee's learning and growth, we assign a mentor who will provide guidance and support throughout their onboarding journey. The mentor will be an experienced IT Managed Services Consultant who will help the employee navigate their new role, answer their questions, and provide valuable insights. Having a mentor ensures that the employee has a reliable source of support and mentorship.
Schedule introduction with team members
A strong team dynamic is essential for success. In this task, we schedule an introduction session for the new employee to meet their team members. This session provides an opportunity for the employee to get acquainted with their colleagues, learn about their roles, and establish connections. Building positive relationships with team members contributes to a collaborative work environment and fosters teamwork.
1
John Smith
2
Emma Johnson
3
Michael Brown
4
Sarah Davis
5
Robert Wilson
Approval: Manager for initial tasks completed
Will be submitted for approval:
Issue office equipment and resources
Will be submitted
Arrange IT system access
Will be submitted
Introduce to the IT infrastructure
Will be submitted
Provide specialized IT software training
Will be submitted
Provide IT service management training
Will be submitted
Handover first project details
Will be submitted
Assign a mentor for guidance
Will be submitted
Schedule introduction with team members
Will be submitted
Inform about company policies and health&safety regulations
To ensure a safe and compliant work environment, we inform the new employee about our company policies and health & safety regulations. These policies outline our expectations, codes of conduct, data security practices, and procedures to follow in case of emergencies. It is essential for the employee to understand and comply with these policies to maintain a secure and productive workplace.
Provide a tour of the office facility
In this task, we provide a tour of our office facility to familiarize the new employee with the physical layout and amenities. The tour includes showcasing different departments, meeting rooms, common areas, restrooms, pantry, and any other relevant facilities. A guided tour helps the employee feel comfortable in their new work environment and fosters a sense of belonging.
1
Departments
2
Meeting Rooms
3
Common Areas
4
Restrooms
5
Pantry
Plan for orientation sessions
To provide a comprehensive overview of our organization, we plan for orientation sessions for the new employee. These sessions cover various aspects such as company history, values, organizational structure, key stakeholders, and our service offerings. Orientation sessions aim to acclimate the employee to our company culture and help them understand the bigger picture of our organization.
Provide company email and internal communication access
To enable effective communication and collaboration within our organization, we provide the new employee with a company email and internal communication access. The company email serves as their official mode of communication for work-related matters. Internal communication platforms facilitate seamless collaboration, knowledge sharing, and team interactions. Access to these communication channels ensures that the employee can stay connected and engaged with the team.
Discuss Performance expectations and targets
In this task, we discuss the performance expectations and targets with the new employee. This includes clarifying their key responsibilities, performance metrics, and goals they are expected to achieve. Setting clear expectations helps the employee understand what is expected of them and ensures alignment with organizational objectives. It also provides a basis for performance reviews and career development discussions.
