Our 'Orientation Process' ensures comprehensive onboarding for new employees, covering everything from initial introductions to preliminary training and paperwork.
1
Prepare Welcome Kit for New Employee
2
Identify Key Participants for Orientation
3
Arrange Orientation Schedule
4
Prepare Presentation Materials
5
Organize Workspace for New Employee
6
Make Necessary IT Setup
7
Invite New Employee and Key Participants for Orientation
8
Provide Company Overview
9
Provide Job Role & Responsibilities Overview
10
Provide Company Policy & HR Guidelines Overview
11
Approval: HR Guidelines Overview
12
Tour of the Office Space
13
Introduction to Key Team Members
14
Preliminary Training Sessions
15
Provide Employment Paperwork
16
Get Employment Paperwork Signed
17
Approval: Employment Paperwork
18
Evaluation of Orientation
19
Schedule Follow-up Meeting
20
Send Out Welcome Email to Company
Prepare Welcome Kit for New Employee
In this task, you will prepare a welcome kit for the new employee. The welcome kit includes essential items such as a company t-shirt, stationary, company handbook, and a personalized note. This ensures that the new employee feels welcomed and valued from day one. Your goal is to create a positive first impression and help the new employee feel comfortable and excited about joining the company. To complete this task, you will need access to the company's branding guidelines and resources to personalize the welcome kit.
1
Notebook
2
Pen
3
Sticky Notes
4
Highlighter
5
Folder
1
Printed
2
Digital
3
Both
Identify Key Participants for Orientation
In this task, you will identify key participants for the orientation process. These participants play an important role in welcoming and integrating the new employee into the company. The key participants may include the new employee's direct supervisor, team members, HR representative, IT support, and any other relevant stakeholders. Your goal is to ensure that all necessary participants are identified and informed about their involvement in the orientation process. This will contribute to a smooth and well-coordinated orientation experience for the new employee.
Arrange Orientation Schedule
In this task, you will arrange the orientation schedule for the new employee. The orientation schedule outlines the activities and sessions planned for the new employee's first few days. Your goal is to ensure that the schedule allows for a comprehensive introduction to the company, its policies, and the new employee's role and responsibilities. Additionally, you should consider providing opportunities for the new employee to meet key team members, participate in training sessions, and have scheduled breaks. To complete this task, you will need access to the company's calendar and scheduling tools.
1
Company Overview Presentation
2
Job Role & Responsibilities Overview
3
Company Policy & HR Guidelines Overview
4
Office Space Tour
5
Introduction to Key Team Members
6
Preliminary Training Sessions
7
Employment Paperwork
Prepare Presentation Materials
In this task, you will prepare the presentation materials for the orientation sessions. The presentation materials should be informative, visually appealing, and engaging for the new employee. Your goal is to provide the new employee with a clear understanding of the company's mission, values, and key information related to their job role and responsibilities. To complete this task, you will need access to presentation software, relevant company documents, and graphic design tools if necessary.
Organize Workspace for New Employee
In this task, you will organize the workspace for the new employee. A well-organized and ergonomic workspace contributes to the new employee's comfort and productivity. Your goal is to ensure that the new employee has all the necessary equipment, materials, and supplies to perform their job effectively. This includes a desk, chair, computer, stationery, and any other specific items required for their role. You will also need to coordinate with the IT department to set up the necessary technology infrastructure. To complete this task, you will need a checklist of required items and access to the company's facilities and IT departments.
1
Desk
2
Chair
3
Computer
4
Stationery
5
Other
Make Necessary IT Setup
In this task, you will make the necessary IT setup for the new employee. Proper IT setup ensures that the new employee has access to the required software, systems, and network resources. Your goal is to provide the new employee with a functional and secure IT environment. This may include setting up email accounts, granting access to shared drives, installing necessary software, and configuring network settings. To complete this task, you will need administrative access to the company's IT systems and communication with the IT department.
1
Microsoft Office Suite
2
Project Management Tools
3
Collaboration Software
4
Design Software
5
Other
1
Ethernet
2
Wi-Fi
3
VPN
Invite New Employee and Key Participants for Orientation
In this task, you will invite the new employee and key participants for the orientation sessions. Inviting the right individuals ensures their attendance and active participation in the orientation process. Your goal is to effectively communicate the date, time, location, and agenda of the orientation sessions to all participants. To complete this task, you will need access to the company's email system or communication tools and a list of participant email addresses.
Provide Company Overview
In this task, you will provide a company overview to the new employee. The company overview session gives the new employee insights into the company's history, mission, vision, values, and culture. Your goal is to create a sense of belonging and help the new employee understand the company's identity and purpose. To complete this task, you will need access to the company's presentation materials, videos, and any relevant documentation.
Provide Job Role & Responsibilities Overview
In this task, you will provide an overview of the new employee's job role and responsibilities. This session is designed to familiarize the new employee with their specific duties, tasks, and expectations. Your goal is to ensure that the new employee understands their role within the company and how it contributes to the overall success. To complete this task, you will need a job description, performance expectations, and any relevant documentation.
Provide Company Policy & HR Guidelines Overview
In this task, you will provide an overview of the company's policies and HR guidelines to the new employee. This session covers important information related to employee conduct, benefits, leaves, and other relevant policies. Your goal is to ensure that the new employee is aware of their rights and obligations as an employee. To complete this task, you will need access to the company's employee handbook, policy documents, and HR guidelines.
1
Attendance
2
Time Off
3
Code of Conduct
4
Dress Code
5
Other
Approval: HR Guidelines Overview
Will be submitted for approval:
Provide Company Policy & HR Guidelines Overview
Will be submitted
Tour of the Office Space
In this task, you will conduct a tour of the office space for the new employee. The office space tour familiarizes the new employee with different departments, facilities, amenities, and common areas. Your goal is to help the new employee feel comfortable in their new work environment and locate essential facilities such as restrooms, meeting rooms, and break areas. To complete this task, you will need a map or floor plan of the office space and knowledge of different departments and their locations.
Introduction to Key Team Members
In this task, you will introduce the new employee to key team members. The introduction session allows the new employee to meet and interact with their immediate team members and collaborate more effectively. Your goal is to help the new employee build relationships and establish connections within the team. To complete this task, you will need a list of key team members' names, roles, and any relevant information about them.
Preliminary Training Sessions
In this task, you will conduct preliminary training sessions for the new employee. These training sessions aim to equip the new employee with the necessary knowledge and skills to perform their job effectively. Your goal is to provide an overview of the company's systems, processes, tools, and any specific training related to the new employee's role. To complete this task, you will need training materials, access to relevant systems, and subject matter experts to conduct the training sessions.
Provide Employment Paperwork
In this task, you will provide the necessary employment paperwork to the new employee. The employment paperwork includes documents related to employment contracts, tax forms, benefits enrollment, and other legal requirements. Your goal is to ensure that the new employee understands and completes all the required paperwork accurately and on time. To complete this task, you will need access to the company's employment forms, legal documents, and relevant HR personnel.
Get Employment Paperwork Signed
In this task, you will collect the signed employment paperwork from the new employee. Signed employment paperwork serves as a legal agreement between the employee and the company. Your goal is to ensure that all required documents are signed and stored securely for future reference. To complete this task, you will need a process or system to collect, manage, and store the signed documents.
Approval: Employment Paperwork
Will be submitted for approval:
Provide Employment Paperwork
Will be submitted
Evaluation of Orientation
In this task, you will evaluate the effectiveness of the orientation process. The evaluation helps identify strengths and areas for improvement in the orientation program. Your goal is to gather feedback from the new employee and key participants to assess the overall satisfaction, clarity of information, and effectiveness of the orientation sessions. To complete this task, you will need a survey or feedback form to collect responses and analyze the feedback.
Schedule Follow-up Meeting
In this task, you will schedule a follow-up meeting with the new employee. The follow-up meeting allows for discussions about the new employee's onboarding experience, any questions or concerns they may have, and additional support they may need. Your goal is to provide ongoing support and address any issues or challenges that may arise during the orientation period. To complete this task, you will need access to the company's scheduling tools and a list of available meeting times.
Send Out Welcome Email to Company
In this task, you will send out a welcome email to the entire company, introducing the new employee. The welcome email creates a sense of community and informs the company about the new addition to the team. Your goal is to foster a warm and inclusive environment for the new employee and encourage team members to connect and welcome them. To complete this task, you will need access to the company's email system or communication tools.
