Provide company overview (values, culture, mission)
4
Outline job responsibilities and expectations
5
Assign mentor/peer coach
6
Setup necessary tech - email, software access
7
Sign up for necessary trainings/courses
8
Introduce to Important company tools and platforms
9
Provide list of key contacts and resources
10
Explain performance appraisal process and timeline
11
Arrange meetings with key clients/stakeholders
12
Clarify process for requesting necessary resources
13
Go through company policies and compliance requirements
14
Approval: Manager for Job understanding
15
Discuss company benefits and perks
16
Set short-term and long-term goals
17
Arrange attendance in team meetings for first week
18
Provide debrief at end of first day
19
Plan a check-in at end of first week
20
Gather feedback from new hire at end of first month
21
Approval: HR manager for Onboarding process complete
Send welcome email to the new hire
Compose a friendly welcome email to introduce the new hire to the company. Emphasize the excitement of having them on board and provide them with an overview of what to expect during their onboarding process. Include the new hire's name, position, start date, and any necessary login details. What challenges may arise when composing the welcome email and how can they be addressed?
Arrange introductory meeting with team
Schedule a meeting with the new hire and their team members to facilitate introductions and initiate relationship-building. The purpose is to foster a sense of belonging and provide an opportunity for team members to share their roles and responsibilities. What challenges might occur when coordinating the meeting and how can they be resolved?
Provide company overview (values, culture, mission)
Introduce the new hire to the company's core values, culture, and mission. Explain how these elements play a significant role in shaping the organization's work environment and success. Encourage the new hire to align their own values with those of the company. How can you make the company overview engaging and interactive?
Outline job responsibilities and expectations
Clearly define the new hire's job responsibilities and expectations. Describe the tasks they will be responsible for, their reporting structure, and any KPIs or targets they need to achieve. Ensure that the new hire understands their role within the organization and how it contributes to the overall goals. What challenges might arise when outlining the expectations and how can they be addressed?
Assign mentor/peer coach
Assign a mentor or peer coach to the new hire who will guide and support them throughout their learning and development journey. The mentor/peer coach should be someone experienced in the same field or role, who can provide advice and assistance when needed. How can you ensure a successful mentorship or coaching relationship?
Setup necessary tech - email, software access
Ensure that the new hire has all necessary tech set up for work. Provide them with an official company email address and grant access to all required software and tools. How can you streamline the tech setup process to make it more efficient?
Sign up for necessary trainings/courses
Identify the trainings and courses the new hire needs to complete in order to succeed in their role. Provide them with the necessary resources and instructions on how to sign up for the trainings/courses. How can you make the process of signing up for trainings/courses smoother for the new hire?
Introduce to Important company tools and platforms
Familiarize the new hire with important company tools and platforms they will be using in their role. Provide instructions on how to access and utilize these tools effectively. How can you enhance the new hire's learning experience with these tools and platforms?
Provide list of key contacts and resources
Compile a list of key contacts within the organization that the new hire may need to reach out to for various purposes. Include their names, roles, and contact information. Additionally, provide a list of resources, such as internal documents or guides, that will support the new hire's learning and development. How can you ensure the availability and accuracy of the key contacts and resources?
Explain performance appraisal process and timeline
Explain to the new hire the performance appraisal process, including how their performance will be evaluated and when appraisals will take place. Let them know what criteria will be used to assess their performance and what their participation entails. How can you make the performance appraisal process transparent and fair?
Arrange meetings with key clients/stakeholders
Arrange introductory meetings between the new hire and key clients or stakeholders they will be working with. These meetings provide an opportunity for the new hire to establish relationships and gain an understanding of the clients' or stakeholders' expectations. How can you facilitate effective communication and collaboration between the new hire and clients/stakeholders?
Clarify process for requesting necessary resources
Explain to the new hire the process for requesting any necessary resources, such as equipment, software, or training materials, to perform their job effectively. Provide them with the required forms or procedures to follow when making these requests. How can you streamline the resource request process to ensure efficiency?
Go through company policies and compliance requirements
Review the company's policies and compliance requirements with the new hire. Ensure that they understand the expectations, rules, and regulations that govern their work and behavior within the organization. How can you make the review of policies and compliance requirements engaging and interactive?
Approval: Manager for Job understanding
Will be submitted for approval:
Outline job responsibilities and expectations
Will be submitted
Discuss company benefits and perks
Engage in a conversation with the new hire about the company's benefits and perks. Inform them about the various offerings, such as healthcare, vacation policies, or employee discounts, and answer any questions they may have. How can you communicate the value of the company's benefits and perks effectively?
Set short-term and long-term goals
Work together with the new hire to set both short-term and long-term goals aligned with their role and the organization's objectives. Establish clear expectations and milestones to ensure progress and growth. How can you support the new hire in achieving their goals?
Arrange attendance in team meetings for first week
Ensure that the new hire participates in all relevant team meetings during their first week. Schedule the meetings and make sure the new hire has the necessary calendar invites or access. How can you provide the new hire with the relevant meeting information and materials in advance?
Provide debrief at end of first day
Conduct a debrief session with the new hire at the end of their first day. Discuss their initial impressions, challenges faced, and any questions or concerns they may have. Provide guidance and reassurance to help them acclimate to their new environment. How can you create a safe and open space for the new hire to share their experiences?
Plan a check-in at end of first week
Arrange a check-in session with the new hire at the end of their first week. Evaluate their progress, address any concerns or roadblocks, and solicit feedback on their onboarding experience so far. Show support and assist in resolving any issues that may have arisen. How can you ensure an effective and constructive check-in session?
Gather feedback from new hire at end of first month
Collect feedback from the new hire at the end of their first month to gain insights into their overall onboarding experience. Ask about their learning and development progress, challenges faced, and suggestions for improvement. Use this feedback to enhance future onboarding processes. How can you encourage the new hire to provide honest and constructive feedback?
Approval: HR manager for Onboarding process complete
Will be submitted for approval:
Send welcome email to the new hire
Will be submitted
Arrange introductory meeting with team
Will be submitted
Provide company overview (values, culture, mission)
Will be submitted
Outline job responsibilities and expectations
Will be submitted
Assign mentor/peer coach
Will be submitted
Setup necessary tech - email, software access
Will be submitted
Sign up for necessary trainings/courses
Will be submitted
Introduce to Important company tools and platforms
Will be submitted
Provide list of key contacts and resources
Will be submitted
Explain performance appraisal process and timeline
Will be submitted
Arrange meetings with key clients/stakeholders
Will be submitted
Clarify process for requesting necessary resources
Will be submitted
Go through company policies and compliance requirements
Will be submitted
Discuss company benefits and perks
Will be submitted
Set short-term and long-term goals
Will be submitted
Arrange attendance in team meetings for first week
Will be submitted
Provide debrief at end of first day
Will be submitted
Plan a check-in at end of first week
Will be submitted
Gather feedback from new hire at end of first month