{"id":24355,"date":"2020-09-04T21:14:53","date_gmt":"2020-09-04T21:14:53","guid":{"rendered":"https:\/\/www.process.st\/templates\/executive-assistant-ea-onboarding-checklist\/"},"modified":"2024-02-29T02:49:26","modified_gmt":"2024-02-29T02:49:26","slug":"executive-assistant-ea-onboarding-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/executive-assistant-ea-onboarding-checklist\/","title":{"rendered":"DNE: Executive Assistant (EA) Onboarding Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction<\/h2>\n<div class=\"text-content\">\n<p>Refer to this google doc: https:\/\/docs.google.com\/document\/d\/1Wf157GhU2FTaxZS6bgX1fzv-vfFxR2gMz04tlEeCgBM\/edit#<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><span>You've used the <a href=\"https:\/\/app.process.st\/templates\/Mindshare-Employee-Hiring-Model-Backup-oGRZ4JK3XaANXNwV1X1HXw\/view\/tasks\/l0_9tb1kGp8mKHcIxXFOSA\" rel=\"nofollow noopener\" target=\"_blank\">Mindshare Employee Hiring Model SOP<\/a> to find the ideal Executive Assistant, so what's next?<\/span><\/p>\n<p><span>If you've ever joined a new company and been unsure how you fit in, you'll know&nbsp;<\/span><strong><span>the benefits of employee onboarding<\/span><\/strong><span>. For an employee who supports C-level executives, however, the gains are more quantifiable. They include:<\/span><\/p>\n<ul>\n<li><span>Enhanced executive support<\/span><\/li>\n<li><span>Greater commitment to the organization<\/span><\/li>\n<li><span>Reduced stress with clear expectations<\/span><\/li>\n<li><span>Higher job satisfaction<\/span><\/li>\n<li><span>Lasting retention (and associated cost savings)<\/span><span><\/span><\/li>\n<\/ul>\n<p><span>The cost of hiring a new employee&nbsp;<\/span><a href=\"http:\/\/www.investopedia.com\/financial-edge\/0711\/the-cost-of-hiring-a-new-employee.aspx\" rel=\"nofollow noopener\" target=\"_blank\"><span>averages around $65,000<\/span><\/a><span>&nbsp;and it takes about 5 months of full time employment to bring new hires up to full productivity.&nbsp;<\/span><strong><span>Failure to properly onboard a new hire will cost significant amounts of time and money<\/span><\/strong><span>.<\/span><\/p>\n<p><span>As you begin the onboarding process, consider these <strong>key indicators for success<\/strong> in a rockstar Executive Assistant:<\/span><\/p>\n<ul>\n<li>Enables you to&nbsp;focus at your highest and best use<\/li>\n<li>Anticipates needs and red flags before they arise<\/li>\n<li>Prevents chaos and reduces errors<\/li>\n<li>Performs by being forward thinking, proactive and adaptable<\/li>\n<li>Is calm in a crisis<\/li>\n<li>Is a servant leader<\/li>\n<li>Creates and masters systems and processes<\/li>\n<li>Respects your confidentiality<\/li>\n<li>Pushes back if you're overcommitted&nbsp;<\/li>\n<\/ul>\n<p><span>A quality process, like the one outlined in this Executive Assistant (EA) onboarding checklist, costs a fraction of the resources and aims to&nbsp;<\/span><strong><span>ramp your EA up to full productivity in under 90 days<\/span><\/strong><span>, depending on the complexity of the role.<\/span><\/p>\n<p><span>So, let's get underway with the process and run through this EA onboarding checklist with your new hire.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"before-first-day\">\n<h2>Before first day:<\/h2>\n<\/section>\n<section id=\"prepare-paperwork\">\n<h2>Prepare paperwork<\/h2>\n<div class=\"text-content\">\n<p><span>To kick off the EA onboarding checklist, <\/span><strong><span>prepare the relevant paperwork and information<\/span><\/strong><span>&nbsp;prior to the employee's first day. Start by&nbsp;<\/span>saving&nbsp;the EA's&nbsp;new hire paperwork<span>&nbsp;in your <strong>internal HR files<\/strong>.<\/span><\/p>\n<p><span>This part of the process is called<\/span><strong><span>&nbsp;transactional onboarding<\/span><\/strong><span>&nbsp;and focuses on completing all the necessary<\/span><strong><span>&nbsp;forms and documents<\/span><\/strong><span>&nbsp;so your new employee can&nbsp;<\/span><strong><span>legally start working<\/span><\/strong><span>.<\/span><\/p>\n<p class=\"style-info\"><span><strong>Best Practice:<\/strong> Use DocuSign to create all documents and securely send\/sign the paperwork. Prepare an enhanced NDA as the EA will likely have access to more personal information than a standard employee.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Prepare the Internal HR file\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Job Description\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Resume and Cover Letter\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Offer Letter \/ Employment Agreement\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the W-4\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the I-9\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Insurance Forms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Direct Deposit Forms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the NDA and\/or Non-Compete Forms\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>If you followed the <a href=\"https:\/\/app.process.st\/templates\/Mindshare-Employee-Hiring-Model-Backup-oGRZ4JK3XaANXNwV1X1HXw\/view\/tasks\/l0_9tb1kGp8mKHcIxXFOSA\" rel=\"nofollow noopener\" target=\"_blank\">Mindshare Employee Hiring Model<\/a>, you already have the following assessments: <strong>Kolbe A, DISC Profile, and Colors<\/strong>. Review your EA's results to <strong>ensure you are communicating most effectively<\/strong> with him\/her.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Kolbe A\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the DISC Profile\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Colors\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"prepare-employees-workstation\">\n<h2>Prepare employee's workstation<\/h2>\n<div class=\"text-content\">\n<p><strong><span>Prepare your EA's workstation<\/span><\/strong><span>&nbsp;before they arrive to&nbsp;<\/span><strong><span>avoid any delays on the first day<\/span><\/strong><span>. Include items such as:<\/span><\/p>\n<ul>\n<li><span>Furniture (desk, chair)<\/span><\/li>\n<li><span>Telephone<\/span><\/li>\n<li><span>Computer<\/span><\/li>\n<li><span>Desk supplies (business card, stapler, letterhead, paper, pens etc.)<\/span><\/li>\n<li><span>Key(s) to specific rooms<\/span><\/li>\n<\/ul>\n<p><span>Do you have branded SWAG? Consider adding items such as&nbsp;<\/span><strong><span>branded pens, backpack, t-shirt or mug<\/span><\/strong><span>&nbsp;on his\/her desk.&nbsp;<\/span><\/p>\n<p><span>If the EA is a remote employee, consider <strong>an allowance for desk supplies<\/strong>, cellular reimbursement, etc.&nbsp;<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Prepare workstation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Consider ancillary supplies specific to the role\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"create-an-initial-orientation-plan-with-mentor\">\n<h2>Create an initial orientation plan with mentor<\/h2>\n<div class=\"text-content\">\n<p><span>During the training period, your new EA should&nbsp;<\/span><strong><span>work closely with a mentor<\/span><\/strong><span>. A mentor ensures he\/she is&nbsp;<\/span><strong><span>aligned in the organization, policies, facilities<\/span><\/strong><span>&nbsp;and more during the initial orientation phase.&nbsp;<\/span><\/p>\n<p><span>To ensure this process goes well, <\/span><strong><span>review the EA's role<\/span><\/strong><span>&nbsp;with the designated mentor. Discuss the<\/span><strong><span>&nbsp;goals you have set for the new EA<\/span><\/strong><span>&nbsp;and think of&nbsp;<\/span><strong><span>appropriate projects&nbsp;<\/span><\/strong><span>that would be beneficial for the training period.&nbsp;<\/span><\/p>\n<p class=\"style-info\"><span><strong>Best Practice<\/strong>: Select a mentor that has strong leadership skills and is familiar with the role of an EA. Document an orientation plan and schedule a time to review it with the mentor, to ensure clarity during the EA training phase. Store documentation in an internal file system that the executive, mentor and EA can reference during the onboarding process.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Download the \"Initial Orientation\" Template below, or create your own\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Document the role, goals and projects for the new EA\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Meet with the mentor to review\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add the completed document to the shared internal file system\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"give-access-to-corporate-documents\">\n<h2>Give access to corporate documents<\/h2>\n<div class=\"text-content\">\n<p><span>Before your EA arrives, it is important to&nbsp;<\/span><strong><span>provide access to corporate documents<\/span><\/strong><span>&nbsp;and ensure he\/she will be able to access them in the internal file system. These documents could include corporate collateral, a company directory and\/or material that highlights your corporate culture.<\/span><\/p>\n<p class=\"style-info\"><span><strong>Best Practice:<\/strong> To ensure you are providing your EA with all the necessary items,&nbsp;note down the steps taken&nbsp;each day and what tools are used. A checklist can also be made here&nbsp;on&nbsp;<a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;for use in the future when distributing resources to new employees, and ensuring a repeatable process to save time for future onboarding.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Prepare the shared folder in the Internal File System\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Company Directory\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Company Organizational Chart\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include the Employee Handbook\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Include Other Resources as Necessary\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"give-access-to-corporate-platforms\">\n<h2>Give access to corporate platforms<\/h2>\n<div class=\"text-content\">\n<p><strong>Give access to the corporate platforms<\/strong>&nbsp;your EA will need to use<span>. By documenting this now, he\/she will have important resources on hand from the start, <strong>enabling a smooth onboarding process<\/strong>.<\/span><\/p>\n<p>These could include:<\/p>\n<ul>\n<li>Email<\/li>\n<li>A company phone extension or dedicated line<\/li>\n<li>Calendar(s)<\/li>\n<li>Last Pass<\/li>\n<li>Slack<\/li>\n<li>Infusionsoft<\/li>\n<li>Corporate Travel Agency<\/li>\n<li>Expensing System<\/li>\n<li>Google Drive<\/li>\n<li>Scheduling Platform<\/li>\n<li>Zapier<\/li>\n<li>Uber Conference<\/li>\n<li>Social Media<\/li>\n<\/ul>\n<p class=\"style-info\"><span><strong>Best Practice<\/strong>: Document these platforms and related online tutorials for added support during the EA training phase. Store documentation in an internal file system that the executive, mentor and EA can reference during the onboarding process.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Download the \"Corporate Platforms\" Template below, or create your own\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify and enable access to each corporate platform\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Capture the login details in the internal password management system\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Gather related platform tutorial links\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add the completed document to the shared internal file system\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Based on the platforms your EA will need access to, introductory video tutorials will help him\/her ramp up quickly during the first few weeks of employment.<\/p>\n<p>Links to common platform video tutorials are provided below:<\/p>\n<ul>\n<li><strong><span><a href=\"https:\/\/asana.com\/guide\/videos?id=rigqjmkmms#close\" rel=\"nofollow noopener\" target=\"_blank\">Asana<\/a><\/span><\/strong><\/li>\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=9RJZMSsH7-g\" rel=\"nofollow noopener\" target=\"_blank\"><strong>Slack<\/strong><\/a><\/li>\n<li><strong><a href=\"https:\/\/www.youtube.com\/watch?v=oa9apKp_mHs\" rel=\"nofollow noopener\" target=\"_blank\">Last Pass<\/a><\/strong><\/li>\n<li><strong><a href=\"https:\/\/www.youtube.com\/watch?v=Uzn9_IkPhmU\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a><\/strong><\/li>\n<li><strong><a href=\"https:\/\/www.youtube.com\/watch?v=VZsTvksA8NE\" rel=\"nofollow noopener\" target=\"_blank\">Infusionsoft<\/a><\/strong><\/li>\n<li><strong><a href=\"https:\/\/www.youtube.com\/watch?v=UkKlvNx5KcM\" rel=\"nofollow noopener\" target=\"_blank\">Schedule Once<\/a><\/strong><\/li>\n<li><strong><a href=\"https:\/\/www.youtube.com\/watch?v=5ghyOrFDdaY\" rel=\"nofollow noopener\" target=\"_blank\">Typeform<\/a><\/strong><\/li>\n<li><strong><a href=\"https:\/\/zapier.com\/learn\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a><\/strong><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"ea-extended-support\">\n<h2>EA extended support<\/h2>\n<div class=\"text-content\">\n<p>Your EA will give <strong>extended support<\/strong> outside of corporate platforms. Preparing a <strong>detailed list<\/strong> of extended support needs will <strong>allow him\/her to be proactive<\/strong> in this role. <strong>Spend the time<\/strong> to consider the other types of support that may be needed.<\/p>\n<p>For example:<\/p>\n<ul>\n<li>What are your travel preferences and frequent traveler numbers?<\/li>\n<li>Are there recurring events you attend each month, quarter, year?<\/li>\n<li>Will your EA access \/ manage any online accounts (social media, Amazon, etc.)?<\/li>\n<li>Will your EA need personal information such as your DOB, SSN, Driver's License number?<\/li>\n<li>Do you need help managing personal tasks in addition to professional initiatives?<\/li>\n<li>Are there personal and professional contacts your EA will need access to?<\/li>\n<li>Is there a private google drive folder(s) that should be shared with your EA?<\/li>\n<li>Is there corporate collateral your EA should have at his\/her fingertips?<\/li>\n<li>Do you have corporate discount codes they will need to access?<\/li>\n<li>You may have multiple email addresses (business\/personal), how should those be utilized?<\/li>\n<\/ul>\n<p class=\"style-info\"><strong>Best Practice:<\/strong> Look backward and forward into your calendar, review your purchasing patterns, pain points and bottlenecks. Ask yourself \"In my ideal world, I would want ...?\"<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Download the \"Extended Support Needs\" Template below, or create your own\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify each extended support need\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Document where the EA can access that information\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add the completed document to the shared internal file system\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"prepare-benefits-package\">\n<h2>Prepare benefits package<\/h2>\n<div class=\"text-content\">\n<p><span>It is important for every employee to know which&nbsp;<\/span><strong><span>benefits package comes with the job<\/span><\/strong><span>. Here is some commonly required information your EA will want to know:<\/span><\/p>\n<ul>\n<li>Explain&nbsp;how the position is funded<\/li>\n<li>Let him\/her know&nbsp;what benefits package they will receive&nbsp;based on their level of experience and the current job market. Let them know some&nbsp;details about the budget&nbsp;so they are aware of the&nbsp;potential promotions and salary range&nbsp;<\/li>\n<li>Inform the EA about the&nbsp;vacation time and health benefits&nbsp;they will receive<\/li>\n<\/ul>\n<p><span>If this was not already outlined in the Employment Agreement, provide a&nbsp;<\/span><strong><span>summary of this information<\/span><\/strong><span>&nbsp;in writing.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Download the \"Benefits Package\" Template below, or create your own\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add details of their customized benefits package\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add the completed document to the shared internal file system\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><span>Ensuring financial stability and&nbsp;<\/span><strong><span>informing your EA on the exact monetary situation<\/span><\/strong><span>&nbsp;is a good way to make him\/her feel comfortable and worry-free, therefore making sure they focus on their work and&nbsp;<\/span><strong><span>feel appreciated as an employee<\/span><\/strong><span>.<\/span><\/p>\n<p><span>(Source:&nbsp;<\/span><a href=\"http:\/\/idealistcareers.org\/closing-the-deal-salary-and-benefits-negotiation\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>idealistcareers.org<\/span><\/a><span>)<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-tasks\">\n<h2>Assign tasks<\/h2>\n<div class=\"text-content\">\n<p><span>There are likely a number of <strong>tasks the EA can get started on<\/strong>.&nbsp;<\/span><\/p>\n<p><span>For example:<\/span><\/p>\n<ul>\n<li>Do you have upcoming travel that needs to be booked?<\/li>\n<li>Are there&nbsp;meetings to be scheduled?<\/li>\n<li>What tasks have been put off that should be addressed near-term?<\/li>\n<li>Are there contracts or presentations that need to be reviewed?<\/li>\n<\/ul>\n<p class=\"style-info\"><span><strong>Best Practice:<\/strong> Allow the executive, mentor and EA access to a shared Asana board where progress can be reviewed and managed during the initial onboarding phase. Utilizing this from the start will establish a cadence, enable the EA to work efficiently, and give enhanced visibility to progress over time.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create an EA board in Asana\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Establish a sectional hierarchy to keep tasks organized\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create an introductory task (such as uploading a profile photo to email)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create additional, project-specific tasks\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sukbGwjaDFDzgrPCqiFOiw.png\" alt=\"Example of an introductory Asana task with sub-tasks to be completed\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sukbGwjaDFDzgrPCqiFOiw.png\"> <\/a><figcaption>\n     Example of an introductory Asana task with sub-tasks to be completed<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"first-day\">\n<h2>First day:<\/h2>\n<\/section>\n<section id=\"welcome-to-the-team\">\n<h2>Welcome to the team<\/h2>\n<div class=\"text-content\">\n<p><span>Often a new employee will arrive during a busy working week. In this case welcoming the new hire is overlooked and they are not&nbsp;<\/span><strong><span>caught&nbsp;up to speed with the team or new role<\/span><\/strong><span>.&nbsp;To avoid this, you should&nbsp;<\/span><strong><span>clear your schedule<\/span><\/strong><span>&nbsp;and make your EA the&nbsp;<\/span><strong><span>number one priority<\/span><\/strong><span>&nbsp;for the day.<\/span><\/p>\n<p class=\"style-info\"><strong>Best Practice: <\/strong>Introduce them to the team&nbsp;- talk about their role, tell them why you selected them - this will help the rest of the&nbsp;team remember them&nbsp;better. Notify your team in advance that the new employee is arriving so they can&nbsp;schedule some time to get to know them.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Introduce the new member on the next team call or meeting\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Post in slack on first day so the team can welcome them\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"tour-of-the-office\">\n<h2>Tour of the office<\/h2>\n<div class=\"text-content\">\n<p><span>Take your EA on a&nbsp;<\/span><strong><span>tour of the office<\/span><\/strong><span>. Let them know where all the&nbsp;<\/span><strong><span>important and common areas<\/span><\/strong><span>&nbsp;are. Make sure they know where to find:<\/span><\/p>\n<ul>\n<li><span>Kitchen<\/span><\/li>\n<li><span>Reception<\/span><\/li>\n<li><span>Bathroom<\/span><\/li>\n<li><span>Their workspace<\/span><\/li>\n<li><span>Support desk<\/span><\/li>\n<li><span>HR area<\/span><\/li>\n<li><span>Their mentor's office<\/span><\/li>\n<li><span>Mail room<\/span><\/li>\n<\/ul>\n<p><span>There might be more areas such as the IT department, sales department and others more&nbsp;<\/span><strong><span>specific to your company<\/span><\/strong><span>.<\/span><\/p>\n<p><span>For <strong>remote employees<\/strong>, this may be a tour of your internal systems, which time zones other employees are in, etc.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"induct-into-corporate-culture\">\n<h2>Induct into corporate culture<\/h2>\n<div class=\"text-content\">\n<p><span>Help your EA understand your <strong>corporate culture and organizational structure<\/strong>. Consider the following:<\/span><\/p>\n<ul>\n<li>What are the organizations core values?<\/li>\n<li>What are the underlying attitudes and behaviors of the team?<\/li>\n<li>What are the long term strategic goals of the company?<\/li>\n<li>How will your EA integrate into the overarching mission?<\/li>\n<li>How is the organization structured now?&nbsp;<\/li>\n<li>What has the evolution of the organization been in the past few years?<\/li>\n<\/ul>\n<p class=\"style-info\"><span>Best Practice: Structure your explanation so that the EA understands the role he\/she can play within the company, and a potential future growth path.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Give your EA access to the shared internal File System\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Review the resources saved there, such as the Organizational Chart, Employee Directory, Employee Handbook etc.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"explain-your-expectations\">\n<h2>Explain your expectations<\/h2>\n<div class=\"text-content\">\n<p><span>If you want your&nbsp;<\/span><strong><span>EA to perform well<\/span><\/strong><span>&nbsp;you need to&nbsp;<\/span><strong><span>let them know what you expect<\/span><\/strong><span>. Outline the&nbsp;<\/span><strong><span>general areas of knowledge and skills<\/span><\/strong><span>&nbsp;required to ensure your employee is&nbsp;<\/span><strong><span>successful in his\/her job<\/span><\/strong><span>. <\/span><\/p>\n<p><span>In general, think about:<\/span><\/p>\n<ul>\n<li>What&nbsp;results&nbsp;should the job produce?<\/li>\n<li>What&nbsp;impact&nbsp;should the work have on the organization?<\/li>\n<li>How do you expect the EA to&nbsp;act with clients, colleagues, and supervisors?<\/li>\n<li>What are the&nbsp;organizational values&nbsp;the EA must demonstrate?<\/li>\n<li>What are the&nbsp;processes, methods, or means&nbsp;the EA is expected to use?<\/li>\n<\/ul>\n<p><span>Specific to the role, think about:<\/span><\/p>\n<ul>\n<li>What is the goal for your calendar structure?<\/li>\n<li>What type of professional and personal support is needed?<\/li>\n<li>How should specific scenarios be handled?<\/li>\n<li>How should time be prioritized?<\/li>\n<li>What are your communication preferences?<\/li>\n<li><span style=\"color: #333333;\">What are others' communication preferences?<\/span><\/li>\n<\/ul>\n<p class=\"style-info\"><span><strong>Best Practice:<\/strong> Structure your expectations so that the EA understands the big picture, tactical and long term focus - enabling him\/her to gain clarity and work proactively. Consider his\/her assessment scores (Kolbe A, etc) so you communicate in a way that resonates.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Open the shared internal File System\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Review the \"Extended Support Needs\" document\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"set-up-a-daily-cadence\">\n<h2>Set up a daily cadence<\/h2>\n<div class=\"text-content\">\n<p>In order to establish a <strong>firm foundation for efficient communication<\/strong>, implement a Daily Recap system where your EA can <strong>document progress, ask questions and establish accountability<\/strong> for assigned future projects. This will not only <strong>reduce email clutter<\/strong>, but provide you with a <strong>Readers Digest version of what your EA is focused on<\/strong>.&nbsp;<\/p>\n<p class=\"style-info\"><strong>Best Practice:<\/strong> In the EA Board in Asana, add a \"Frequency Section\" to track important tasks that need to be completed daily, weekly, monthly, etc.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Download the \"Daily Recap\" Template below, or create your own\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add it to the shared folder in the Internal File System\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Review the document together and discuss the relevant items that should be included\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"take-out-to-lunch\">\n<h2>Take out to lunch<\/h2>\n<div class=\"text-content\">\n<p><span>You should<\/span><strong><span>&nbsp;take your new employee out for lunch<\/span><\/strong><span>.<\/span><\/p>\n<p><span>Avoid discussing work during this time, it should be&nbsp;<\/span><strong><span>purely about getting to know one another<\/span><\/strong><span>.<\/span><\/p>\n<p>For <strong>remote employees<\/strong>, reserve time for a face to face meeting&nbsp;<strong>via a video conference<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-and-handoff-to-a-mentor\">\n<h2>Assign and handoff to a mentor<\/h2>\n<div class=\"text-content\">\n<p><span>To ensure your EA has the opportunity to&nbsp;<\/span><strong><span>seek help and work productively,<\/span><\/strong><span>&nbsp;you have already assigned a mentor. The mentor will ensure he\/she<strong>&nbsp;quickly learns about the job<\/strong>&nbsp;and has&nbsp;<strong>assistance throughout <\/strong>the&nbsp;process. <\/span><\/p>\n<p><span>Have the <strong>mentor review details<\/strong> such as:<\/span><\/p>\n<ul>\n<li>When s\/he must&nbsp;arrive&nbsp;at the office<\/li>\n<li>Where s\/he must&nbsp;park<\/li>\n<li>How s\/he will&nbsp;access&nbsp;the building<\/li>\n<li>What your company\u2019s&nbsp;dress code&nbsp;is<\/li>\n<\/ul>\n<p class=\"style-info\"><span><strong>Best Practice:<\/strong> Kick off a meeting by spending time together for an initial introduction and orientation. Ensure the mentor and EA meet daily for the first week, and at reduced regular intervals in subsequent weeks for the duration of the first few months.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Introduce the EA to their mentor\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Open the shared internal File System\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Review the \"Initial Orientation\" document\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Have the mentor and EA schedule daily check-ins for week one\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Have the mentor and EA schedule ongoing check-ins (at least 3x per week) for the following few months\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"review-corporate-platforms\">\n<h2>Review corporate platforms<\/h2>\n<div class=\"text-content\">\n<p><span>Your EA now understands your culture and expectations and has been assigned a mentor.<\/span><\/p>\n<p><span>The final step is to ensure he\/she <strong>understands your corporate platforms, and how they are used<\/strong>. Taking the time to review these will <strong>eliminate bottlenecks <\/strong>and empower the EA to know how to <strong>navigate your internal processes<\/strong>.<\/span><\/p>\n<p class=\"style-info\"><span><strong>Best Practice:<\/strong> Allow the mentor to lead this corporate platform review to help facilitate the handoff.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Assign training material from your Learning Management System (LMS)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Leverage the \"Corporate Platforms\" document as needed\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Assign platform video tutorials gathered in the \"Corporate Platforms\" document\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Review and test access to each corporate platform\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"first-week\">\n<h2>First week:<\/h2>\n<\/section>\n<section id=\"assign-first-projects\">\n<h2>Assign first project(s)<\/h2>\n<div class=\"text-content\">\n<p><span>Once your new employee has settled in, got to know the team and feels comfortable in the workplace,<\/span><strong><span>&nbsp;assign their first project(s)<\/span><\/strong><span>.<\/span><\/p>\n<p><span>This will ensure they&nbsp;<\/span><strong><span>learn the job hands on<\/span><\/strong><span>&nbsp;and&nbsp;<\/span><strong><span>feel they are making a valuable and meaningful contribution<\/span><\/strong><span>&nbsp;to the company,&nbsp;<\/span>rather than just doing menial tasks.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add projects and associated tasks in the EA board in Asana\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Provide related documents \/ resources as necessary\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Remind them to leverage the mentor if needed\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"meet-to-check-over-paperwork\">\n<h2>Meet to check over paperwork<\/h2>\n<div class=\"text-content\">\n<p><span>Schedule a meeting with the&nbsp;<\/span><strong><span>employee and a member of the HR team<\/span><\/strong><span>&nbsp;to ensure all the&nbsp;<\/span><strong><span>forms are filled and correct<\/span><\/strong><span>.<\/span><\/p>\n<p><span>Use this time to let your employee know if there is&nbsp;<\/span><strong><span>any other paperwork<\/span><\/strong><span>&nbsp;for them to complete<\/span><span>.<\/span><\/p>\n<p><span>Ask the HR team member to<\/span><strong><span>&nbsp;explain everything<\/span><\/strong><span>&nbsp;to your employee and<\/span><strong><span>&nbsp;tell them about the specifics<\/span><\/strong><span>. Let the new employee know he\/she is&nbsp;<\/span><strong><span>encouraged to ask any questions<\/span><\/strong><span>&nbsp;and can use this time to&nbsp;<\/span><strong><span>discuss any and all work-related paperwork issues<\/span><\/strong><span>.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Review the paperwork saved to the internal HR files\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Schedule a meeting with the EA and HR employee\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Document action items in the EA Asana board, if applicable\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"establish-kpis\">\n<h2>Establish KPI's<\/h2>\n<div class=\"text-content\">\n<p>Develop Key Performance Indicators (KPI's) to create <strong>attainable, measurable objectives<\/strong> over the short and long term.<\/p>\n<p class=\"style-info\"><strong>Best Practice:<\/strong> Establish a time to meet at regular intervals to review the KPI's and celebrate wins, identify opportunities for growth and review a plan for the coming time frame.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Download the \"Quarterly KPIs\" Template below, or create your own\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Document the KPI's and review together\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Schedule recurring review meetings\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"first-month\">\n<h2>First month:<\/h2>\n<\/section>\n<section id=\"plan-checkin-meetings\">\n<h2>Plan check-in meetings<\/h2>\n<div class=\"text-content\">\n<p><span>Separate from the KPI reviews, you should schedule meetings at regular intervals with the employee<\/span><strong><span>&nbsp;for the first month<\/span><\/strong><span>.<\/span><\/p>\n<p><span>Use this time to:<\/span><\/p>\n<ul>\n<li>Address any&nbsp;issues and concerns&nbsp;your EA might have<\/li>\n<li>Offer&nbsp;constructive criticism and advice&nbsp;on different tasks<\/li>\n<li>Highlight what is working well to encourage continued success<\/li>\n<li>Explain long term organizational goals and how he\/she fits into the picture<\/li>\n<\/ul>\n<p class=\"style-info\"><span><strong>Best Practice:<\/strong> Gather feedback from the mentor to facilitate a well-rounded discussion.&nbsp;Let your employee know that he\/she is involved in some long term goals to&nbsp;make them feel more secure&nbsp;and understand the mission&nbsp;they are working to achieve.&nbsp;<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Schedule several check-in meetings\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Gather feedback from the mentor and\/or other team members prior to each meeting\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"provide-reading-materials-for-personal-growth\">\n<h2>Provide reading materials for personal growth<\/h2>\n<div class=\"text-content\">\n<p><span>Now that you have decided&nbsp;<\/span><strong><span>where exactly your new employee fits in<\/span><\/strong><span>&nbsp;you should encourage them to&nbsp;<\/span><strong><span>further their knowledge<\/span><\/strong><span>&nbsp;in the field. Ask them to&nbsp;<\/span><strong><span>read books, articles and magazines<\/span><\/strong><span>&nbsp;about appropriate themes and industry-related initiatives.<\/span><\/p>\n<p>For every employee order the following (book or digital version):&nbsp;<br \/><a href=\"https:\/\/www.amazon.com\/Team-Success-Handbook-Shannon-Waller\/dp\/1897239289\/ref=sr_1_1?ie=UTF8&amp;qid=1518724178&amp;sr=8-1&amp;keywords=the+team+success+handbook\" rel=\"nofollow noopener\" target=\"_blank\" title=\"Team Success Handbook\"><span>Team Success Handbook<\/span><\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-onboarding-process-over-the-next-60-days\">\n<h2>Review onboarding process over the next 60 days<\/h2>\n<div class=\"text-content\">\n<p><span>Once your EA is settled in and feels more comfortable in the workplace it's time for you to&nbsp;<\/span><strong><span>review your onboarding process<\/span><\/strong><span>. Evaluate&nbsp;the steps that&nbsp;<\/span><strong><span>do and don't work<\/span><\/strong><span>&nbsp;for you.<\/span><\/p>\n<p><span>Ask your EA for their opinion, perhaps&nbsp;<\/span><strong><span>create a survey<\/span><\/strong><span>&nbsp;and hear their thoughts to&nbsp;<\/span><strong><span>improve your onboarding<\/span><\/strong><span>&nbsp;process in the future.<\/span><\/p>\n<p><span>Once the results are in hand, create a new employee onboarding checklist here in&nbsp;<\/span><a href=\"https:\/\/app.process.st\/process.st\" rel=\"nofollow noopener\" target=\"_blank\"><span>Process Street<\/span><\/a><span>&nbsp;to work through in the future.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Refer to this google doc: https:\/\/docs.google.com\/document\/d\/1Wf157GhU2FTaxZS6bgX1fzv-vfFxR2gMz04tlEeCgBM\/edit# You've used the Mindshare Employee Hiring Model SOP to find the ideal Executive Assistant, so what's next? If you've ever joined a new company and been unsure how you fit in, you'll know&nbsp;the benefits of employee onboarding. For an employee who supports C-level executives, however, the gains are [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":24356,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"27","template_description":"","template_id":"o83vSFKl39cfUE58PL1IKg","task_0":"Introduction","task_slug_0":"introduction","task_1":"Before first day:","task_slug_1":"before-first-day","task_2":"Prepare paperwork","task_slug_2":"prepare-paperwork","task_3":"Prepare employee's workstation","task_slug_3":"prepare-employees-workstation","task_4":"Create an initial orientation plan with mentor","task_slug_4":"create-an-initial-orientation-plan-with-mentor","task_5":"Give access to corporate documents","task_slug_5":"give-access-to-corporate-documents","task_6":"Give access to corporate 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