Explore our comprehensive onboarding process examples, ensuring new hires are smoothly and effectively integrated into our company culture and operations.
1
Prepare welcome package
2
Arrange orientation schedule
3
Introduction to the team
4
Provide company overview
5
Outline job expectations
6
Presentation: Employee handbook
7
Preview of work tools & software
8
Setup employee's workstation
9
Issue company ID and security access
10
Plan and setup initial tasks/projects
11
Connect with IT for email setup
12
Connect with HR for benefits/Payroll enrollment
13
Approval: IT setup
14
Approval: Payroll enrollment
15
Assign Mentor
16
Schedule training sessions
17
Review key policies and regulations
18
Check-in after first two weeks
19
Check-in after 30 days
20
Approval: Initial Tasks Completion
Prepare welcome package
In this task, you will prepare a welcome package for the new employee. The welcome package plays a vital role in making the new employee feel valued and appreciated. It sets the tone for their experience at the company. The expected result is a well-prepared welcome package that includes essential items such as a company handbook, stationary, and a personalized welcome note. The challenge might be gathering all the necessary items and personalizing the package. Required resources include the company handbook, stationary supplies, and a printer.
Arrange orientation schedule
In this task, you will arrange the orientation schedule for the new employee. The orientation schedule is crucial as it helps the new employee understand the company's culture, values, and goals, and get acquainted with their team members. The desired result is a well-organized and comprehensive orientation schedule that covers all necessary topics. The challenge might be coordinating schedules with different departments. Required resources include the company's orientation materials, meeting rooms, and scheduling software.
1
In-person
2
Virtual
Introduction to the team
In this task, you will introduce the new employee to the team. This task plays a crucial role in creating a sense of belonging and camaraderie. The desired result is a warm and friendly introduction to the team members. The challenge might be organizing the introduction in a way that is comfortable for everyone involved. Required resources include the new employee's profile and team member availability.
1
Manager
2
Colleagues
3
Direct reports
Provide company overview
In this task, you will provide the new employee with an overview of the company. This task is crucial as it helps the new employee understand the company's history, mission, values, and overall structure. The desired result is a comprehensive company overview that gives the new employee a solid foundation. The challenge might be condensing the information into a digestible format. Required resources include the company's overview presentation and relevant documents.
Outline job expectations
In this task, you will outline the new employee's job expectations. This task is important as it clarifies the new employee's role, responsibilities, and performance expectations. The desired result is a clear and agreed-upon outline of job expectations. The challenge might be aligning expectations with the new employee's skills and experience. Required resources include the job description, performance metrics, and agreement forms.
1
Sales targets
2
Customer satisfaction score
3
Project deadlines
Presentation: Employee handbook
In this task, you will present the employee handbook to the new employee. The employee handbook is a valuable resource that provides important information about the company's policies, procedures, and expectations. The desired result is an engaging and informative presentation of the employee handbook. The challenge might be condensing the information into a concise presentation. Required resources include the employee handbook and presentation software.
1
Code of Conduct
2
Leave policy
3
Safety procedures
Preview of work tools & software
In this task, you will provide the new employee with a preview of the work tools and software they will be using. This task is essential as it helps the new employee become familiar with the tools and software necessary for their job. The desired result is a successful preview that allows the new employee to navigate the tools and software confidently. The challenge might be explaining complex tools and software in a simplified manner. Required resources include access to the work tools and software, demo materials, and user manuals.
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CRM system
2
Project management software
3
Time tracking tool
Setup employee's workstation
In this task, you will set up the new employee's workstation. A well-prepared and comfortable workstation is essential for the new employee's productivity and overall satisfaction. The desired result is a fully functional and ergonomic workstation that meets the new employee's needs. The challenge might be coordinating with IT and facilities to ensure everything is in order. Required resources include a computer/laptop, desk, chair, and necessary accessories.
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Standing desk
2
Traditional desk
3
Shared workspace
Issue company ID and security access
In this task, you will issue the new employee's company ID and security access. Company ID and security access play a crucial role in ensuring the new employee's safety and access to necessary resources. The desired result is a properly issued company ID and security access. The challenge might be coordinating with the security department and generating unique access credentials. Required resources include ID cards, access control systems, and security protocols.
Plan and setup initial tasks/projects
In this task, you will plan and set up the new employee's initial tasks/projects. This task is crucial as it helps the new employee get started and contribute to the company's goals. The desired result is a well-planned and organized set of initial tasks/projects. The challenge might be aligning the tasks/projects with the new employee's skills and priorities. Required resources include project management tools, task lists, and project documentation.
Connect with IT for email setup
In this task, you will connect with the IT department to set up the new employee's email. Email setup is essential as it enables the new employee to communicate effectively within the company. The desired result is a functioning email account for the new employee. The challenge might be configuring the email settings and troubleshooting any technical issues. Required resources include email servers, account setup guides, and IT support contact information.
Connect with HR for benefits/Payroll enrollment
In this task, you will connect with the HR department for the new employee's benefits and payroll enrollment. Benefits and payroll enrollment are crucial for the new employee's financial security and well-being. The desired result is successful enrollment in benefits and payroll systems. The challenge might be understanding the different benefits and navigating the enrollment process. Required resources include benefits policies, enrollment forms, and HR contact information.
Approval: IT setup
Will be submitted for approval:
Connect with IT for email setup
Will be submitted
Approval: Payroll enrollment
Will be submitted for approval:
Connect with HR for benefits/Payroll enrollment
Will be submitted
Assign Mentor
In this task, you will assign a mentor for the new employee. A mentor plays a crucial role in guiding and supporting the new employee during their onboarding journey. The desired result is a suitable mentor assigned to the new employee. The challenge might be finding a mentor with the right skills and availability. Required resources include a mentorship program, mentor profiles, and the new employee's preferences.
Schedule training sessions
In this task, you will schedule training sessions for the new employee. Training sessions are essential in equipping the new employee with the necessary knowledge and skills to perform their job effectively. The desired result is a well-planned and organized training schedule. The challenge might be coordinating schedules with trainers and ensuring all necessary topics are covered. Required resources include training materials, trainers' availability, and training facilities.
1
Product knowledge
2
Sales techniques
3
Customer service skills
Review key policies and regulations
In this task, you will review key policies and regulations with the new employee. Understanding and complying with key policies and regulations is essential for the new employee's successful integration into the company. The desired result is a clear understanding of the key policies and regulations. The challenge might be condensing complex policies into easily understandable language. Required resources include policy documents, compliance training materials, and legal guidance.
1
Code of Conduct
2
Anti-harassment policy
3
Confidentiality agreement
Check-in after first two weeks
In this task, you will conduct a check-in with the new employee after their first two weeks. The check-in helps gauge the new employee's progress, address any concerns, and provide support if needed. The desired result is a successful check-in that reassures the new employee and resolves any issues. The challenge might be uncovering any potential issues or concerns. Required resources include a meeting room, check-in guide, and the new employee's schedule availability.
1
Job satisfaction
2
Training experience
3
Integration into the team
Check-in after 30 days
In this task, you will conduct a check-in with the new employee after their first 30 days. The check-in helps assess the new employee's overall experience and address any ongoing concerns. The desired result is a successful check-in that measures the new employee's satisfaction and identifies areas for improvement. The challenge might be identifying any long-term issues or trends. Required resources include a meeting room, check-in guide, and the new employee's schedule availability.
