Schedule introductory meetings with key team members
4
Introduction to company culture and values
5
Review job role and expectations
6
Approval: Job Role and Expectations
7
Provide IT setup and access to necessary software and tools
8
Give a tour of the workplace
9
Review and sign employee policy handbook
10
Compile list of tasks for the first week
11
Provide training on company procedures and processes
12
Review benefits and compensation package
13
Approval: Benefits and Compensation
14
Assign the first project/task to the new hire
15
Provide feedback on first week's performance
16
Approval: First Week's Performance
17
Plan for upcoming trainings and sessions
18
Discuss career path and progression opportunities
19
Schedule regular check-ins and feedback sessions
20
Finalize new hire's onboarding process with HR
Assign a mentor to the new hire
In order to provide support and guidance to the new hire, assign a mentor who can help them navigate their onboarding process. The mentor should be an experienced team member who can share their knowledge and experience. The mentor should regularly check in with the new hire, answer any questions they may have, and provide guidance and feedback throughout the training period.
Prepare onboarding materials
To ensure a smooth and effective onboarding process, it is important to prepare all necessary materials for the new hire. This includes any documents, presentations, or training materials that will be used during the training period. These materials should be organized and easily accessible for the new hire to reference throughout their training. Additionally, any required equipment or software should be prepared and ready for use.
Schedule introductory meetings with key team members
In order to facilitate a sense of belonging and familiarity with the team, it is important to schedule introductory meetings with key team members. This will allow the new hire to meet their colleagues, understand their roles and responsibilities, and establish relationships for future collaboration. These meetings can be held in person or virtually depending on the circumstances.
1
Team Lead
2
Department Manager
3
Senior Team Members
Introduction to company culture and values
To align the new hire with the company's culture and values, it is important to provide an introduction to these important aspects. This includes explaining the company's mission, vision, and core values, as well as any specific cultural norms or traditions. Highlight the importance of these values and how they influence the company's overall goals and decision-making processes.
Review job role and expectations
In order for the new hire to understand their job responsibilities and expectations, it is important to review their specific job role. This includes explaining their role within the team, their goals and objectives, and any performance metrics or targets they will be evaluated on. Additionally, discuss any specific skills or qualifications required for the role, as well as any training or development opportunities that may be available.
Approval: Job Role and Expectations
Will be submitted for approval:
Review job role and expectations
Will be submitted
Provide IT setup and access to necessary software and tools
To ensure the new hire can effectively perform their job, provide them with the necessary IT setup and access to required software and tools. This includes setting up their computer or device, installing any necessary software or applications, and providing them with login credentials or access permissions. Verify that all IT systems are functioning properly and that the new hire can successfully access the required resources.
Give a tour of the workplace
To familiarize the new hire with their physical workspace, provide a detailed tour of the workplace. This includes showing them where their desk or workspace is located, introducing them to nearby facilities such as restrooms and break rooms, and pointing out any important areas they may need to access. Additionally, introduce them to key personnel who work in close proximity to their area.
1
Desk or workspace
2
Restrooms
3
Break rooms
4
Meeting rooms
Review and sign employee policy handbook
To ensure compliance with company policies and procedures, review the employee policy handbook with the new hire. This includes explaining key policies related to attendance, leave, ethics, confidentiality, and any other relevant topics. Provide the new hire with a copy of the handbook to review and sign, and answer any questions they may have regarding the policies or procedures.
Compile list of tasks for the first week
To help the new hire navigate their first week, compile a list of tasks or activities they should prioritize. This can include specific projects or assignments, training sessions or workshops, or meetings with key stakeholders. Provide a clear timeline or schedule for these tasks and offer any necessary guidance or support to ensure their successful completion.
1
Project A
2
Training session B
3
Meeting with stakeholder C
Provide training on company procedures and processes
To familiarize the new hire with the company's procedures and processes, provide training sessions that cover the essential elements. This includes explaining how key processes or workflows function, demonstrating the use of relevant tools or software, and providing resources or documentation for reference. Offer hands-on practice opportunities and encourage the new hire to ask questions or seek clarification as needed.
Review benefits and compensation package
To ensure the new hire is aware of the benefits and compensation they will receive, review the company's benefits and compensation package with them. This includes explaining the various benefits such as healthcare, retirement plans, and vacation policies, as well as any additional perks or incentives. Discuss how the compensation package is structured and how performance may impact salary or bonus opportunities.
Approval: Benefits and Compensation
Will be submitted for approval:
Review benefits and compensation package
Will be submitted
Assign the first project/task to the new hire
To allow the new hire to contribute to the team and gain hands-on experience, assign them their first project or task. This should be aligned with their job role and provide them with an opportunity to apply their skills and knowledge. Clearly define the objectives, deliverables, and timeline for the project, and provide any necessary guidance or resources to support their successful completion.
Provide feedback on first week's performance
To facilitate the new hire's growth and development, provide feedback on their performance during their first week. This includes highlighting their strengths and areas for improvement, acknowledging their accomplishments, and offering constructive feedback for growth. Schedule a formal feedback session to discuss their progress and set goals for their ongoing development.
Approval: First Week's Performance
Will be submitted for approval:
Provide feedback on first week's performance
Will be submitted
Plan for upcoming trainings and sessions
To support the new hire's ongoing development, plan for upcoming trainings and sessions that will enhance their skills and knowledge. This can include workshops, webinars, or conferences that are relevant to their job role or industry. Identify the most appropriate events or opportunities and provide the new hire with the necessary information to prepare and participate effectively.
1
Conference A
2
Webinar B
3
Workshop C
Discuss career path and progression opportunities
To engage and motivate the new hire, discuss their potential career path and progression opportunities within the company. This includes explaining the various career paths available, any required qualifications or experiences, and the criteria for advancement. Encourage the new hire to set goals and provide them with guidance and support for their professional growth.
Schedule regular check-ins and feedback sessions
To ensure ongoing communication and support for the new hire, schedule regular check-ins and feedback sessions. These sessions can be used to discuss progress, address any challenges or concerns, and provide additional guidance or resources as needed. Establish a mutually convenient schedule for these sessions and encourage open and honest communication.
Finalize new hire's onboarding process with HR
To complete the new hire's onboarding process, ensure that all necessary documentation, forms, and information are provided to the HR department. This includes verifying that the new hire has completed all required paperwork, such as tax forms or background checks, and that their employment status and benefits enrollment are accurate. Collaborate with HR to ensure a seamless transition from onboarding to ongoing HR processes.
