Enhance your new hire's experience with our comprehensive Onboarding Process Checklist - meticulously preparing each step from planning to post-hire follow-ups.
1
Create an onboarding plan
2
Identify necessary paperwork or documentation
3
Set up new employee's workspace and equipment
4
Approval: New Employee's Equipment Setup
5
Arrange for the new employee's workstation access
6
Assign a buddy or mentor
7
Plan new employee's initial assignments
8
Schedule orientation session
9
Prepare onboarding paperwork
10
Approval: Onboarding Paperwork
11
Prepare initial training materials
12
Co-ordinate with the HR for payroll setup
13
Ensure new employee's email and IT software are established
14
Exchange contact information
15
Brief the team about the new employee's joining
16
Arrange a meeting with key team members
17
Plan welcome lunch or introductory event
18
Approval: Welcome Event Plan
19
Identify any necessary early trainings
20
Follow up with the new employee after a week
Create an onboarding plan
This task involves creating a comprehensive onboarding plan for the new employee. The plan should outline the steps and activities that will be undertaken to ensure a smooth transition and successful integration into the company. The plan should consider the employee's role, responsibilities, and expectations, as well as any specific training or orientation sessions that may be required. The goal is to provide the new employee with a clear roadmap for their onboarding journey.
1
1 week
2
2 weeks
3
1 month
4
Custom duration
1
Complete paperwork
2
Set up workstation
3
Orientation session
4
Assign buddy
5
Plan initial assignments
6
Arrange meetings with key team members
Identify necessary paperwork or documentation
This task involves identifying and gathering all necessary paperwork or documentation that the new employee will need to complete as part of their onboarding process. This may include forms such as tax forms, employment contracts, confidentiality agreements, or any other relevant documents. Ensuring that all required paperwork is organized and ready for the new employee will help streamline the onboarding process and ensure compliance with legal and company requirements.
1
Tax forms
2
Employment contract
3
Confidentiality agreement
4
Emergency contact information
Set up new employee's workspace and equipment
This task involves setting up the new employee's workspace and ensuring that all necessary equipment and tools are in place. This may include providing the employee with a computer, phone, desk, chair, and any other items they may need to perform their job. Creating a comfortable and functional workspace for the new employee will help them feel welcomed and supported from day one.
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Computer
2
Phone
3
Desk
4
Chair
Approval: New Employee's Equipment Setup
Will be submitted for approval:
Set up new employee's workspace and equipment
Will be submitted
Arrange for the new employee's workstation access
This task involves arranging for the new employee to have access to their workstation and any necessary software or systems. This may involve coordinating with the IT department to ensure that the employee has the appropriate login credentials, permissions, and access to the necessary tools and resources they will need to perform their job.
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Login credentials
2
System permissions
3
Access to relevant software
Assign a buddy or mentor
This task involves assigning a buddy or mentor to the new employee. The buddy or mentor will serve as a guide and resource for the new employee during their onboarding process. They will help answer any questions, provide support, and assist in the employee's integration into the company culture. Having a buddy or mentor can greatly enhance the onboarding experience and help the new employee feel welcomed and supported.
Plan new employee's initial assignments
This task involves planning the new employee's initial assignments or projects. These assignments should be designed to help the employee quickly become familiar with their job responsibilities and begin contributing to the team. Assignments could include shadowing a more experienced employee, completing training modules, or working on small projects that align with their role.
Schedule orientation session
This task involves scheduling an orientation session for the new employee. The orientation session should provide the employee with an overview of the company, its values, mission, and culture. It should also cover important policies, procedures, and any other information that the employee needs to know. The goal is to help the new employee feel informed and connected to the company from their first day.
Prepare onboarding paperwork
This task involves preparing all necessary onboarding paperwork for the new employee. This may include employee handbooks, company policies, benefits information, or any other documents that the employee needs to review and sign. Ensuring that all paperwork is prepared and organized in advance will help streamline the onboarding process and ensure that the employee has the information they need to get started.
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Employee handbook
2
Company policies
3
Benefits information
4
Acknowledgment forms
Approval: Onboarding Paperwork
Will be submitted for approval:
Prepare onboarding paperwork
Will be submitted
Prepare initial training materials
This task involves preparing initial training materials for the new employee. These materials may include training manuals, videos, presentations, or any other resources that the employee will need to get up to speed in their role. Ensuring that all necessary training materials are prepared and organized in advance will help facilitate a smooth and effective onboarding process.
Co-ordinate with the HR for payroll setup
This task involves coordinating with the HR department to ensure that the new employee's payroll and benefits setup is completed accurately and in a timely manner. This may involve providing HR with the necessary employee information, such as their name, address, tax forms, and other relevant details. Ensuring that payroll setup is completed properly is essential to ensuring that the new employee is properly compensated and receives the benefits they are entitled to.
Ensure new employee's email and IT software are established
This task involves ensuring that the new employee's email account and any necessary IT software or systems are established and ready for use. This may involve working with the IT department to set up the employee's email address, provide them with login credentials, and install any required software or applications. Ensuring that the employee has access to the necessary communication tools and IT resources is essential for their successful onboarding and integration into the company.
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Email account
2
Software installation
3
System access
Exchange contact information
This task involves exchanging contact information with the new employee. This may include sharing phone numbers, email addresses, and any other relevant contact details. Ensuring that contact information is shared will facilitate communication and collaboration between the new employee and other team members.
Brief the team about the new employee's joining
This task involves briefing the team about the new employee's joining. This may include sharing information about the employee's background, role, responsibilities, and any other relevant details. Ensuring that the team is informed about the new employee will help facilitate a smooth integration and create a welcoming environment for the employee.
Arrange a meeting with key team members
This task involves arranging a meeting with key team members and the new employee. This meeting will provide an opportunity for introductions, discussions about team dynamics, and sharing information about ongoing projects or initiatives. Building connections with key team members early on will help the new employee feel included and supported in their new role.
Plan welcome lunch or introductory event
This task involves planning a welcome lunch or introductory event for the new employee. This event will provide an opportunity for the employee to socialize with their new colleagues, build relationships, and feel welcomed into the team. Planning a warm and inclusive welcome event will help create a positive first impression and set the tone for the employee's experience at the company.
Approval: Welcome Event Plan
Will be submitted for approval:
Plan welcome lunch or introductory event
Will be submitted
Identify any necessary early trainings
This task involves identifying any necessary early trainings or certifications that the new employee may need. This may include compliance training, industry-specific certifications, or any other relevant professional development opportunities. Identifying these early trainings will help ensure that the new employee has the necessary skills and knowledge to perform their job effectively.
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Compliance training
2
Certifications
3
Professional development courses
Follow up with the new employee after a week
This task involves following up with the new employee after their first week at the company. This follow-up can take the form of a meeting, email, or informal conversation to check in on how the employee is settling in, address any questions or concerns they may have, and provide any necessary support or guidance. Following up with the employee after their first week will help ensure their continued success and integration into the company.