Enhance your HR effectiveness with our comprehensive Onboarding and Offboarding Process Document, ensuring smooth transitions for staff entries and exits.
1
Identify the roles and responsibilities for the new hire
2
Set up the workstation and system access
3
Schedule orientation sessions and training programs
4
Send welcome email to the new hire
5
Approval: Manager
6
Implement Immersive Learning Experience
7
Ensure completion of all necessary paperwork
8
Handover necessary company assets (key cards, ID badge etc.)
9
Introduce the new hire to the team and explain the reporting structure
10
Organize regular follow-ups for progress and feedback
11
Monitor new hire’s performance
12
Begin Exit Process Documentation once resignation is submitted
13
Notify all relevant departments about the employee’s departure
14
Approval: HR Manager
15
Schedule exit interview
16
Identify necessary knowledge Transfer
17
Close all system accesses
18
Recover company assets
19
Process final pay and benefits
20
Update in HR system and records as 'Offboard'
Identify the roles and responsibilities for the new hire
Identify the roles and responsibilities for the new hire to ensure a clear understanding of their job expectations. This task helps in defining the scope of work, clarifying job functions and duties, and setting performance expectations. It also allows for effective resource allocation and optimal utilization of skills and expertise. Are there any challenges in determining roles and responsibilities? How can these be resolved?
Set up the workstation and system access
Ensure that the new hire has a fully functional workstation and necessary system access to perform their job effectively. This task involves setting up hardware, software, and network access according to the requirements of the role. It also includes providing login credentials, email accounts, and necessary software licenses. What are the hardware and software requirements for this role?
1
Desktop PC
2
Laptop
3
Monitor
4
Keyboard
5
Mouse
6
Headset
1
Microsoft Office Suite
2
Adobe Creative Cloud
3
CRM software
4
Project management software
Schedule orientation sessions and training programs
Schedule orientation sessions and training programs to familiarize the new hire with the company culture, policies, procedures, and job-specific training. This task aims to facilitate a smooth transition into the company and ensure that the new hire is equipped with the necessary knowledge and skills to perform their job effectively. Which orientation sessions and training programs are essential for this role?
1
Company history and values
2
Employee handbook
3
Safety and security protocols
4
IT policies and procedures
1
Product training
2
Sales techniques
3
Leadership development
4
Customer service skills
Send welcome email to the new hire
Approval: Manager
Will be submitted for approval:
Send welcome email to the new hire
Will be submitted
Implement Immersive Learning Experience
Ensure completion of all necessary paperwork
Handover necessary company assets (key cards, ID badge etc.)
Introduce the new hire to the team and explain the reporting structure
Organize regular follow-ups for progress and feedback
Monitor new hire’s performance
Begin Exit Process Documentation once resignation is submitted
Notify all relevant departments about the employee’s departure
Approval: HR Manager
Will be submitted for approval:
Begin Exit Process Documentation once resignation is submitted
