Provide necessary working equipment and office supplies
4
Present new employee to the team
5
Setup company email account
6
Introduce to company's software and systems
7
Arrange computer and IT setup
8
Provide access to necessary databases and platforms
9
Review company policies and protocols
10
Approval: Review of company policies
11
Arrange for first week's agenda
12
Register for necessary trainings
13
Attend initial training sessions
14
Perform on-the-job Training under mentor supervision
15
Approval: Mentor for job training review
16
Arrange for a team building activity
17
Review work hours, schedules and procedures
18
Check-in at the end of the first week
19
Gather feedback and address initial concerns
20
Plan for next steps and future trainings
21
Approval: Supervisor for first week's performance
Provide company overview and role expectations
Welcome our new employee to the company by providing an overview of our organization and explaining their role expectations. This task sets the foundation for their understanding of our company and their role within it. The desired result is for the new employee to feel confident and aligned with our company's mission. Do you have any previous experience or knowledge about our company? Let's dive in and discover more together!
Tour and introduction to the office
Give the new employee a tour of our office and introduce them to their new colleagues. This task helps them feel more comfortable and familiar with their work environment. The desired result is for the new employee to feel welcomed and connected to their new colleagues. Are you excited to meet your new team members? Let's get started!
1
Show them their workspace
2
Introduce them to team members
3
Present common areas and facilities
4
Explain office rules and etiquette
5
Answer any questions they may have
Provide necessary working equipment and office supplies
Ensure the new employee has all the necessary equipment and office supplies to perform their job. This task is crucial for their productivity and comfort. The desired result is for the new employee to have everything they need to start their work efficiently. What equipment or supplies do you need to perform your job effectively?
Present new employee to the team
Introduce the new employee to the rest of the team. This task promotes collaboration and helps the new employee feel like a valued member of the team. The desired result is for the new employee to feel welcomed and supported. Would you like to share any fun facts or interests about yourself with the team?
Setup company email account
Create a company email account for the new employee. This task ensures they have a professional email address and allows them to start communicating with colleagues. The desired result is for the new employee to have a functioning email account. Please provide the following information to set up your company email account.
Introduce to company's software and systems
Familiarize the new employee with the software and systems they will be using in their role. This task ensures they can navigate our technology smoothly. The desired result is for the new employee to feel confident using our software and systems. Have you used similar software or systems in the past? Let's explore our tools together!
1
Introduction to CRM software
2
Training on project management tool
3
Setup email signature
4
Access to shared drive
5
Password setup for company portals
Arrange computer and IT setup
Coordinate the setup of the new employee's computer and IT infrastructure. This task ensures they have the necessary tools to work effectively. The desired result is for the new employee to have a properly functioning computer and IT setup. Do you have any specific preferences or requirements for your computer setup?
1
Install necessary software
2
Set up email client
3
Configure network settings
4
Connect to printers and scanners
5
Test audio and video devices
Provide access to necessary databases and platforms
Grant the new employee access to the databases and platforms relevant to their job. This task ensures they can access the information and tools they need. The desired result is for the new employee to have seamless access to necessary databases and platforms. Which databases and platforms do you need access to?
1
Customer relationship management (CRM) system
2
Project management tool
3
Internal communication platform
4
Knowledge base
5
Analytics dashboard
Review company policies and protocols
Go through the company's policies and protocols with the new employee. This task ensures they understand the guidelines and standards we follow. The desired result is for the new employee to be aware of and aligned with our company policies and protocols. Have you encountered similar policies or protocols in your previous roles? Let's get familiar with our policies together!
1
Code of conduct
2
Data security policy
3
IT usage policy
4
Remote work guidelines
5
Performance review process
Approval: Review of company policies
Will be submitted for approval:
Review company policies and protocols
Will be submitted
Arrange for first week's agenda
Plan the new employee's activities and tasks for their first week. This task ensures they have a clear structure and objectives. The desired result is for the new employee to have a productive and engaging first week. Is there anything specific you would like to achieve in your first week?
Register for necessary trainings
Help the new employee register for any necessary trainings or courses. This task ensures they receive the required knowledge and skills. The desired result is for the new employee to have access to relevant trainings. Are there any specific trainings or courses you would like to enroll in?
1
Sales techniques training
2
Customer service skills workshop
3
Data analysis course
4
Leadership development program
5
Product knowledge seminar
Attend initial training sessions
Guide the new employee through their initial training sessions. This task ensures they receive the necessary knowledge and instructions to perform their job effectively. The desired result is for the new employee to acquire the required skills and understanding. Are you excited to learn something new? Let's dive into the training sessions!
1
Product knowledge training
2
Sales process overview
3
Customer service best practices
4
IT security training
5
Company values and culture
Perform on-the-job Training under mentor supervision
Guide the new employee through on-the-job training with the support of a mentor. This task ensures they receive hands-on experience and guidance. The desired result is for the new employee to become proficient in their role. How do you feel about hands-on training? Let's jump in and start learning on the job!
Approval: Mentor for job training review
Will be submitted for approval:
Perform on-the-job Training under mentor supervision
Will be submitted
Arrange for a team building activity
Organize a team building activity for the new employee and their team. This task promotes team bonding and collaboration. The desired result is for the new employee to feel connected with their team. Do you have any suggestions or preferences for the team building activity?
Review work hours, schedules and procedures
Review the new employee's work hours, schedules, and procedures. This task ensures they understand their work expectations. The desired result is for the new employee to be aware of their work hours, schedules, and procedures. Do you have any scheduling or procedural preferences or constraints?
1
Work hours and breaks
2
Vacation and leave policies
3
Meeting scheduling process
4
Reporting procedures
5
Performance evaluation schedule
Check-in at the end of the first week
Schedule a check-in meeting with the new employee at the end of their first week. This task allows for feedback and reflection on their initial experiences. The desired result is to address any concerns and ensure a smooth transition. Is there anything specific you would like to discuss during the check-in meeting?
Gather feedback and address initial concerns
Collect feedback from the new employee regarding their onboarding experience and address any initial concerns they may have. This task allows us to improve our onboarding process and address any issues promptly. The desired result is for the new employee to feel heard and supported. Did you encounter any challenges during your onboarding process? How can we ensure a better experience for future new employees?
Plan for next steps and future trainings
Discuss future steps and potential trainings with the new employee. This task ensures their continuous growth and development. The desired result is for the new employee to have a clear understanding of their career progression opportunities. Are there any specific areas you would like to focus on for future trainings?