Schedule orientation and initial training sessions
3
Create login credentials for company systems
4
Prepare necessary office supplies
5
Prepare employee's workstation
6
Orientation to company structure and culture
7
Technical training on specific job duties
8
Review company code of conduct
9
Review company's safety policies
10
Introduce new employee to team members
11
Tour of workplace and facilities
12
Set achievable goals for the first few months
13
Explanation of payroll and benefits
14
Discussion on performance evaluation process
15
Explanation of company's communication channels
16
Check new employee adjustment and clarify any questions
17
Set up regular check-ins with the manager
18
Approval: HR for completed checklist
19
Administer feedback survey to the new hire on the onboarding experience
Prepare new employee welcome packet
In this task, you will prepare a welcome packet for the new employee. The welcome packet includes important documents, such as the employee handbook, company policies, and any necessary forms. This packet plays a crucial role in familiarizing the new employee with the company's values, mission, and policies. Remember to make the welcome packet personalized by adding a short welcome message or note from the company. Additionally, include any resources or tools that will aid in the employee's onboarding process. If you encounter any challenges during this task, reach out to HR for assistance.
1
Tax forms
2
Confidentiality agreement
3
Emergency contact form
Schedule orientation and initial training sessions
This task involves scheduling the orientation and initial training sessions for the new employee. The orientation session provides an overview of the company's structure, culture, and policies, while the initial training sessions focus on the specific job duties and technical skills. The scheduling of these sessions is crucial to ensure a smooth onboarding process. Consider the availability of the new employee and key personnel involved in the sessions. If there are any scheduling conflicts or challenges, communicate with the necessary individuals to find an alternative solution.
1
HR Manager
2
Department Supervisor
3
Training Specialist
Create login credentials for company systems
In this task, you will create login credentials for the new employee to access the company's systems. These credentials include usernames and passwords for various platforms or applications necessary for their job role. Ensure that the login credentials provided are unique, secure, and in compliance with company security policies. If any issues arise during the creation of login credentials, contact the IT department for assistance.
1
Email
2
HRIS
3
CRM
4
Project Management Tool
Prepare necessary office supplies
This task involves preparing the necessary office supplies for the new employee. Consider the job role and responsibilities to determine the specific supplies needed. Provide items such as pens, notepads, sticky notes, highlighters, and any other relevant supplies. Ensure that the supplies are readily accessible to the new employee on their first day. If any supplies are unavailable or need to be restocked, inform the appropriate department or personnel in charge of office supplies.
1
Pens
2
Notepads
3
Sticky Notes
4
Highlighters
5
Binder Clips
Prepare employee's workstation
In this task, you will prepare the new employee's workstation. This includes setting up the computer or laptop, connecting any necessary peripherals such as a mouse or keyboard, and installing any required software or applications. Ensure that the workstation is clean, organized, and ready for use. If any technical issues arise during the workstation setup, contact the IT department for assistance.
1
Mac
2
Desktop PC
3
Laptop
Orientation to company structure and culture
In this task, you will provide an orientation to the new employee on the company's structure and culture. This includes introducing them to various departments, teams, and key personnel. Explain the company's values, mission, and vision to help the new employee align with the organization's goals. Discuss the company's culture, including any unique rituals or traditions. Encourage the new employee to ask questions and interact with team members to foster a sense of belonging and understanding. If there are any specific aspects of the company's culture or structure that require explanation, refer to the relevant resources or personnel.
Technical training on specific job duties
This task involves providing technical training to the new employee on their specific job duties. Identify the key skills, tools, or software required for their role and create a training plan accordingly. Ensure that the training materials are comprehensive and easy to understand. Provide hands-on practice opportunities and encourage the new employee to ask questions during the training sessions. If any challenges arise during the training process, consult the relevant subject matter experts or trainers for guidance.
Review company code of conduct
In this task, you will review the company's code of conduct with the new employee. The code of conduct outlines the expected behavior and ethical standards within the organization. Emphasize the importance of adhering to the code of conduct and the consequences of non-compliance. Encourage the new employee to ask questions and seek clarification on any aspects of the code of conduct. If any specific scenarios or examples are relevant to the code of conduct, share them to provide practical context.
Review company's safety policies
In this task, you will review the company's safety policies with the new employee. Safety policies are crucial for maintaining a secure and hazard-free work environment. Explain the safety procedures, emergency protocols, and any specific rules related to the work area or equipment. Ensure that the new employee understands the importance of following safety policies and reporting any incidents or concerns promptly. If any safety hazards or issues are identified during the review, inform the appropriate personnel or departments responsible for safety.
Introduce new employee to team members
In this task, you will introduce the new employee to their team members. Arrange a meeting or informal gathering to facilitate introductions. Share brief background information about each team member to help break the ice and foster connections. Encourage team members to welcome the new employee and provide any necessary support or guidance. If the team is dispersed geographically or there are remote team members, consider conducting virtual introductions through video conferencing or other collaboration tools.
1
In-person meeting
2
Video conference
3
Email introduction
Tour of workplace and facilities
This task involves providing a tour of the workplace and facilities to the new employee. Show them the various departments, common areas, restrooms, break rooms, and any additional facilities that may be relevant to their job role. Highlight any key features or amenities available to employees. Address any questions or concerns the new employee may have during the tour. If there are any restricted areas or safety precautions to be aware of, communicate them clearly.
1
Cafeteria
2
Fitness center
3
Conference rooms
Set achievable goals for the first few months
In this task, you will set achievable goals for the new employee's first few months of work. Establish clear expectations and objectives that align with the employee's job role and the company's overall goals. Break down the goals into specific tasks and milestones. Discuss the timeline for achieving these goals and provide any necessary resources or support. Ensure that the goals are realistic and measurable. If the new employee needs additional guidance or clarification on the goals, provide the necessary assistance.
Explanation of payroll and benefits
In this task, you will explain the payroll process and employee benefits to the new employee. Provide an overview of how the payroll system works, including information on pay periods, direct deposit, and any deductions or allowances. Explain the various benefits offered by the company, such as health insurance, retirement plans, and vacation policies. Answer any questions the new employee may have regarding payroll or benefits. If there are additional resources or documents related to payroll and benefits, provide them to the new employee.
Discussion on performance evaluation process
This task involves discussing the performance evaluation process with the new employee. Explain how performance evaluations are conducted in the company, including the criteria, frequency, and methods used. Discuss the importance of feedback and continuous improvement. Provide examples of performance goals and expectations. Encourage the new employee to actively participate in the evaluation process and ask questions. If there are any specific templates or forms used for performance evaluations, provide them to the new employee.
1
Quarterly
2
Bi-annually
3
Annually
Explanation of company's communication channels
In this task, you will explain the company's communication channels to the new employee. This includes email, messaging platforms, project management tools, and any other means of communication used within the organization. Provide instructions on how to use these channels effectively and professionally. Highlight any specific guidelines or best practices for communication. Ensure that the new employee understands the purpose and appropriate use of each communication channel. If there are any preferred or recommended communication tools, mention them as well.
1
Email
2
Slack
3
Microsoft Teams
Check new employee adjustment and clarify any questions
In this task, you will check the new employee's adjustment to the company and address any questions or concerns they may have. This is an opportunity to gauge their comfort level, assess their understanding of the onboarding process, and provide guidance or clarification as needed. Foster an open and supportive environment that encourages the new employee to voice their thoughts and seek assistance when necessary. If any challenges or issues arise during the adjustment period, consult with the appropriate personnel or departments to find solutions.
Set up regular check-ins with the manager
In this task, you will set up regular check-in meetings with the new employee's manager. These meetings serve as a platform for ongoing feedback, performance discussions, and goal alignment. Determine the frequency and duration of the check-in meetings based on the needs of the employee and the workload involved. Encourage open communication and establish a collaborative relationship between the employee and manager. If any scheduling conflicts or adjustments are needed for the check-in meetings, coordinate with the manager and the new employee.
Approval: HR for completed checklist
Will be submitted for approval:
Prepare new employee welcome packet
Will be submitted
Schedule orientation and initial training sessions
Will be submitted
Create login credentials for company systems
Will be submitted
Prepare necessary office supplies
Will be submitted
Prepare employee's workstation
Will be submitted
Orientation to company structure and culture
Will be submitted
Technical training on specific job duties
Will be submitted
Review company code of conduct
Will be submitted
Review company's safety policies
Will be submitted
Introduce new employee to team members
Will be submitted
Tour of workplace and facilities
Will be submitted
Set achievable goals for the first few months
Will be submitted
Explanation of payroll and benefits
Will be submitted
Discussion on performance evaluation process
Will be submitted
Explanation of company's communication channels
Will be submitted
Check new employee adjustment and clarify any questions
Will be submitted
Set up regular check-ins with the manager
Will be submitted
Administer feedback survey to the new hire on the onboarding experience
In this task, you will administer a feedback survey to the new employee regarding their onboarding experience. The survey aims to assess their overall satisfaction, gather feedback on the onboarding process, and identify areas for improvement. Use a comprehensive survey template or create custom questions that address different aspects of the onboarding experience. Ensure that the survey is anonymous and confidential to encourage honest feedback. Analyze the survey responses and identify trends or common themes to guide future improvements in the onboarding process.
