{"id":28333,"date":"2022-01-18T14:09:33","date_gmt":"2022-01-18T14:09:33","guid":{"rendered":"https:\/\/www.process.st\/templates\/new-hire-onboarding-process-template\/"},"modified":"2024-02-29T04:57:41","modified_gmt":"2024-02-29T04:57:41","slug":"new-hire-onboarding-process-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/new-hire-onboarding-process-template\/","title":{"rendered":"New Hire Onboarding Process Template"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rJEK1GIIUU9rBHyQHQhOWQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rJEK1GIIUU9rBHyQHQhOWQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Constructing a new hire onboarding process template is an incredibly powerful tool for companies, helping to boost employee retention and job satisfaction while reducing new hire churn. However, <a href=\"https:\/\/www.saplinghr.com\/10-employee-onboarding-statistics-you-must-know-in-2021\" rel=\"nofollow noopener\" target=\"_blank\">Sapling<\/a> found that 88% of organizations don't onboard well.<\/p>\n<p>You certainly don't want to form part of this percentage, which is why this new hire onboarding process template is so beneficial. This comprehensive template ensures all your bases are covered to provide your new hires a good onboarding experience, whether they're working in-person, remotely, or a little of both.<\/p>\n<p>Actionable processes are encouraged to have a set timeline. That's why this employee onboarding template is structured to last for 3 months. You might find that you want a longer or shorter onboarding period. If that's the case, you can easily edit the template to your exact specifications.&nbsp;<\/p>\n<p>Add this template to <a href=\"https:\/\/www.process.st\/help\/docs\/library\/\" rel=\"nofollow noopener\" target=\"_blank\">your library<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\" rel=\"nofollow noopener\" target=\"_blank\">edit it<\/a> (if you feel necessary), and <a href=\"https:\/\/www.process.st\/help\/docs\/running-workflows\/\" rel=\"nofollow noopener\" target=\"_blank\">run it<\/a> whenever you welcome a new employee into your company.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"before-first-day\">\n<h2>Before first day:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed before the new hire's start date.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-necessary-information\">\n<h2>Record necessary information<\/h2>\n<div class=\"text-content\">\n<p>It's a good idea to get your new hire's paperwork in order before their first day. Thus way, they can get right to work learning the important things rather than filling out a bunch of forms.<\/p>\n<p>You can start preparing this paperwork by recording the following information in the form fields below:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee's first name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee's last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Start date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Work environment <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Do you have an employee handbook? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is a company email required? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is an onboarding project required? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>It's also important to take note of who are the people taking control of this onboarding project, as it helps with assigning responsibilities. In the form fields below, you can select who the new hire, the HR manager, and line manager are during this onboarding process.&nbsp;<\/p>\n<p class=\"style-info\">Once you select the team member for each role, role assignments are going to be given to the relative member for each task.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"inform-existing-employees\">\n<h2>Inform existing employees<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong>\u26a1\ufe0f You could automate this step by setting up an<\/strong> <strong><a href=\"https:\/\/www.process.st\/help\/docs\/slack\/\" rel=\"nofollow noopener\" target=\"_blank\">integration with Slack&nbsp;<\/a><\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You should let the rest of your team know that a new teammate will be arriving shortly. Sending an email is a great way to ensure they know to welcome a new face to the team.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\">Add the recipients who should be informed about this new hire's arrival. These recipients should be added in the 'Cc' section of this email widget.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-paperwork\">\n<h2>Prepare paperwork<\/h2>\n<div class=\"text-content\">\n<p>When hiring a<strong> new employee<\/strong> you need to <strong>remember the basics<\/strong> - <strong>all forms<\/strong> must be intact and <strong>passed on to the HR department<\/strong>. Save <strong>copies<\/strong> of these vital forms using the<strong> form fields<\/strong> below:<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> W-4 form <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> I-9 form <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Intellectual property and assignment agreement <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Non-disclosure agreement <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If you require some<strong> examples<\/strong> of the necessary forms, <strong>see below<\/strong>.<\/p>\n<ol>\n<li>Intellectual property and assignment agreement (<a href=\"https:\/\/www.docracy.com\/6480\/short-ip-assignment-agreement-for-internet-startup\" rel=\"nofollow noopener\" target=\"_blank\">Customizable example<\/a>)<\/li>\n<li>Non-Disclosure agreement (<a href=\"https:\/\/www.docracy.com\/0fj9jsndtwt\/nda\" rel=\"nofollow noopener\" target=\"_blank\">Customizable example<\/a>)<\/li>\n<\/ol><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">You can also edit what paperwork you want to upload during this onboarding process by adding the workflow to your library and clicking '<a href=\"https:\/\/www.process.st\/help\/docs\/editing-workflows\/\" rel=\"nofollow noopener\" target=\"_self\">Edit<\/a>.'&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-prepare-paperwork\">\n<h2>Approval: Prepare paperwork<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Prepare paperwork<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-create-company-email\">\n<h2>(CONDITIONAL) Create company email<\/h2>\n<div class=\"text-content\">\n<p>Great! Now that you\u2019ve completed the employee paperwork, you can go ahead and create a company email for your new hire.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Login details <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-welcome-email\">\n<h2>Send welcome email<\/h2>\n<div class=\"text-content\">\n<p>Send an email welcoming the new employee and reminding them of the start date that was selected upon accepting the offer.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-link-employee-handbook\">\n<h2>(CONDITIONAL) Link employee handbook<\/h2>\n<div class=\"text-content\">\n<p>An employee handbook is an excellent way to help your new hire understand your company culture and the relevant information for their role.<\/p>\n<p>If you have a handbook, you can include it into <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\" rel=\"nofollow noopener\" target=\"_blank\">Pages<\/a> and provide the link in this workflow to help provide the new employee with easy access.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-read-employee-handbook\">\n<h2>(CONDITIONAL) Read employee handbook<\/h2>\n<div class=\"text-content\">\n<p>Read through the employee handbook linked below.<\/p>\n<p>{{form.Employee_handbook_link}}<\/p>\n<p>Use the subtask list below and tick off each task once you've read the corresponding topic in the handbook:&nbsp;<\/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      Introducing the company history\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      Explaining the company time off policy\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      Discussing employee behavior\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      Defining pay and promotions\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      Benefit policies\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"send-login-details-to-relevant-accounts\">\n<h2>Send login details to relevant accounts<\/h2>\n<div class=\"text-content\">\n<p>Prepare a list of <strong>usernames and passwords<\/strong> (you can use <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\" rel=\"nofollow noopener\" target=\"_self\">Pages<\/a> to do this), then share the list with the new employee to <strong>give them time to set up their profiles<\/strong>. <strong>Record a link<\/strong> to the list with the <strong>form field <\/strong>below:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">You can also easily <strong>manage passwords<\/strong> with a tool like <a href=\"https:\/\/agilebits.com\/onepassword\" rel=\"nofollow noopener\" target=\"_blank\">1Password<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"add-to-payroll\">\n<h2>Add to payroll<\/h2>\n<div class=\"text-content\">\n<p>In order to <strong>add the new employee to the payroll<\/strong>, you must first <strong>gather<\/strong> the following <strong>information<\/strong>.<strong> Feel free to<\/strong> <strong>edit the sub-checklist<\/strong> below if more or less items are required.<\/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      Start date\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      Salary\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      Department\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      SIN number\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      Date of birth\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      Address\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      Emergency contact information\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Then <strong>fill in a payroll form<\/strong> for the new hire. <strong>Record a copy<\/strong> of the payroll form <strong>below<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Developer payroll form <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><a href=\"http:\/\/www.formscdn.com\/Download\/Files\/general-certified-payroll-form.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Click here for an example payroll form you can print out and use<\/a>.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">Assign the account manager who is responsible for approving this payroll information.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-add-to-payroll\">\n<h2>Approval: Add to payroll<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Add to payroll<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"first-day\">\n<h2>First day:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed before the new hire's first day of employment.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-schedule-inperson-welcome-coffee\">\n<h2>(CONDITIONAL) Schedule in-person welcome coffee<\/h2>\n<div class=\"text-content\">\n<p>The goal of this is to make the new employee feel welcomed and integrated into the existing company culture from the first day. You should take the new hire out for coffee and properly welcome them into the company.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of welcome coffee <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>During this welcome coffee, you can discuss:&nbsp;<\/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      The culture of the company\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      The role and what type of responsibilities this new hire will have\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      What the new hire can expect on their first day and during their first week\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      Walking them through their onboarding process\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-schedule-remote-welcome-coffee\">\n<h2>(CONDITIONAL) Schedule remote welcome coffee<\/h2>\n<div class=\"text-content\">\n<p>The goal of this is to make the new employee feel welcomed and integrated into the existing company culture from the first day. Even if this position is on a remote basis, you want to offer this introduction to you new hire.<\/p>\n<p>Many remote teams are adopting '<a href=\"https:\/\/www.lead.app\/create-virtual-coffee-breaks-part-of-your-remote-work-routine\/\" rel=\"nofollow noopener\" target=\"_blank\">virtual coffee breaks<\/a>' to boost collaboration and offer a more 'human experience.' This also works well during remote employee onboarding. Schedule a welcome coffee through <a href=\"https:\/\/www.google.com\/url?sa=t&amp;rct=j&amp;q=&amp;esrc=s&amp;source=web&amp;cd=&amp;ved=2ahUKEwjD8oLj7_n0AhWE-qQKHX51C_wQFnoECA4QAQ&amp;url=https%3A%2F%2Fzoom.us%2F&amp;usg=AOvVaw3CDgT-2VDH4BZnb5_jlScD\" rel=\"nofollow noopener\" target=\"_blank\">Zoom<\/a>&nbsp;or another online chat service.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of welcome coffee <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>During this meeting you can discuss:&nbsp;<\/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      The culture of the company\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      The role and what type of responsibilities this new hire will have\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      What the new hire can expect on their first day and during their first week\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      Walking them through their onboarding process\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-a-mentor\">\n<h2>Assign a mentor<\/h2>\n<div class=\"text-content\">\n<p>Now that the welcome coffee is out the way and the new hire has gotten an introduction&nbsp;into the company, assigning a mentor would be an excellent step. According to <a href=\"http:\/\/www.icmi.com\/Resources\/People-Management\/2009\/10\/Call-Center-Onboarding-Programs-Raise-Agent-Engagement-Retention-and-Performance\" rel=\"nofollow noopener\" target=\"_blank\">ICMI<\/a>:<\/p>\n<p>This provides them with the opportunity to report to buddy to ask for help, which is generally more accessible than approaching a line manager.<\/p>\n<p>It\u2019s sometimes best to assign an employee who has recently undergone the onboarding process themselves, as they can provide greater insight into what to expect.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-leadership-meeting\">\n<h2>Schedule leadership meeting<\/h2>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of leadership meeting <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>During this meeting, the new hire should be introduced to the necessary leadership in the organisation. During the meeting, the following topics should be discussed:&nbsp;<\/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      The company\u2019s brief history\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      Company\u2019s vision, mission, and values\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      Short overview of the industry\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      The company goals\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      The dynamic of this specific department and how interactions take place\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      Which departments this employee would be interacting the most\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      The goals of the department and how this employee fits into this\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      The responsibilities and description of this employee\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      The organizational chart (teams\/departments\/members)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       10\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      The goals of this new employee\u2019s first year in the department\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       11\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      Explain the expectations of this new employee for their first month\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       12\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      Present their career development plan with clear bonus and promotion criteria\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-team-gathering\">\n<h2>Schedule team gathering<\/h2>\n<div class=\"text-content\">\n<p>This should be a more informal meeting with other team members. In in-office cases, the best option would be after-work drinks. Otherwise, remote teams can use interactive online chat rooms to play around with and break the ice. This is a well-liked way to end an employee\u2019s first day, as it helps create a friendly and more relaxed atmosphere.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of team gathering <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"first-week\">\n<h2>First week:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed before the new hire's first week of employment.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"shadow-mentor\">\n<h2>Shadow mentor<\/h2>\n<div class=\"text-content\">\n<p>The new hire should shadow the mentor. In-person shadowing can include the new hire following their mentor around the office and seeing what roles they perform on a daily basis. It also gives the new hire a good idea of what is going to be expected of them.&nbsp;<\/p>\n<p>For employees working remotely, this new hire can accompany their mentor on video calls and other relevant technology where the mentor can walk the new hire through their regular day-to-day.&nbsp;<\/p>\n<p>Shadowing can be done for around a week (or more depending on the complexity of roles)<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Shadowing start date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"link-reading-list\">\n<h2>Link reading list<\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\" rel=\"nofollow noopener\" target=\"_blank\">Pages<\/a> is a great place to store information company documentation, like a reading list. This reading list should provide informational reading material that your new hires can read through to gain a better understanding of their new role, the industry they are now working in, and anything else that might be useful for them to know.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"read-through-reading-list\">\n<h2>Read through reading list<\/h2>\n<div class=\"text-content\">\n<p>A reading list is a great use of time when a new hire is first learning the ropes. When starting out in their new role, you might find that you have more spare time as your routine isn't yet defined. A reading list helps you use your time responsibility while learning about different company processes, information about the product, service, or industry.&nbsp;<\/p>\n<p>You can make your way down this list of reading material:&nbsp;<\/p>\n<p>{{form.Reading_list_link}}<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-endofweek-meeting\">\n<h2>Schedule end-of-week meeting<\/h2>\n<div class=\"text-content\">\n<p>At the end of the first week, you shouldn't expect too much from your new hire. Meet to discuss progress with milestones, how they feel they're getting to grips with the company procedure and how they are finding the job so far.<\/p>\n<p>After this, you can introduce them to their mentor and discuss what role this mentor will be playing in their onboarding process.&nbsp;<\/p>\n<p>It is recommended to train employees bit-by-bit for around two months before giving them a seat on the phone floor with everyone else. Avoid flooding new hires with information. Just put them to the test and report on their progress. Make sure to be clear about what they did well and what needs improving.<\/p>\n<p>Set another group of milestones for next week according to how this week went. Schedule the meeting using <a href=\"https:\/\/accounts.google.com\" rel=\"nofollow noopener\" target=\"_blank\"><strong>Google Calendar<\/strong>.<\/a><\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> End-of-week meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"first-month\">\n<h2>First month:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed before the new hire's first month of employment<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"provide-training\">\n<h2>Provide training<\/h2>\n<div class=\"text-content\">\n<p>Every new hire requires training when they first begin a new role. Your training sessions should be structured and be broken down into various meetings. Schedule a recurring training session once a week that covers these different training topics.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Recurring training session <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Schedule for these training sessions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-assign-onboarding-project\">\n<h2>(CONDITIONAL) Assign onboarding project<\/h2>\n<div class=\"text-content\">\n<p>After the employee has been trained you need to assign them to their first task.<\/p>\n<p>Beneficial onboarding projects are ones that the new hire should attempt to do&nbsp;independently. The projects should consist of tasks or responsibilities the new hire should encounter on a&nbsp;regular basis.&nbsp;<\/p>\n<p>Plan this project in the form field below and ensure you cover the following when detailing this assignment to the new hire:<\/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      What will be the end result of the assignment? Will it be newly created or updated?\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      What will the desired outcome look like? (Provide examples, if possible.)\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      How will success be measured?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Project description <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Purpose of project <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Desired outcome <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-assess-new-hires-performance\">\n<h2>(CONDITIONAL) Assess new hire's performance<\/h2>\n<div class=\"text-content\">\n<p>After this new hire has completed the project, the manager responsible for the new employee should assess their performance in the form fields below:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Was the desired outcome achieved? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is additional training needed? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Additional remarks <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-assess-new-hires-performance\">\n<h2>Approval: Assess new hire's performance<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">(CONDITIONAL) Assess new hire's performance<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"third-month\">\n<h2>Third month:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed before the new hire's three months of employment<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-relevant-progress-report\">\n<h2>Conduct relevant progress report<\/h2>\n<div class=\"text-content\">\n<p>At this point in the onboarding process, your new hire should have the ability to conduct their work with limited supervision. They should be working independently and have the capability to handle tasks needing immediate responses.&nbsp;<\/p>\n<p>During the progress report, you should detail:&nbsp;<\/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      If there are any issues\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      How the new hire handles work under pressure\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      If they have the necessary knowledge to conduct tasks independently\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      If any additional training is required\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"fill-out-employee-onboarding-survey\">\n<h2>Fill out employee onboarding survey<\/h2>\n<div class=\"text-content\">\n<p>We strive to offer an enjoyable employee onboarding experience, which is why your opinion matters to us. Please fill out this survey to help us ensure we're providing the best experience possible.&nbsp;&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Was your first impression positive or negative? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What made it positive or negative? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Did you feel supported throughout your onboarding experience? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Do you have any suggestions to make this process better? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> If yes, what would you suggest? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-fill-out-employee-onboarding-survey\">\n<h2>Approval: fill out employee onboarding survey<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Fill out employee onboarding survey<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"checkin-and-give-feedback\">\n<h2>Check-in and give feedback<\/h2>\n<div class=\"text-content\">\n<p>Based on the employee's ability to reach milestones you have set in the past, formulate some long-term goals you would like them to work towards.<\/p>\n<p>This is something you can assess during each weekly progress meeting but monitor more infrequently after the settling-in process is over.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> New hire's long-term goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>During your final onboarding check-in after 90 days with the employee, you should explain what the structure will be in the future. This can be done in the form of a meeting. Such matters you might want to discuss are:&nbsp;<\/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      When team meetings will be\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      How often you are going to be checking in\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      Whether you have an open door policy\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      How you handle issues your employee would like to discuss\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of check-in meeting <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"http:\/\/www.applicantpro.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Applicant PRO<\/a> - <a href=\"http:\/\/www.applicantpro.com\/products\/onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding<\/a><\/li>\n<li><a href=\"https:\/\/www.linkedin.com\/pub\/carter-mcnamara-mba-phd\/10\/537\/978\" rel=\"nofollow noopener\" target=\"_blank\">Carter McNamara<\/a> - <a href=\"http:\/\/managementhelp.org\/supervision\/roles.htm#anchor234351\" rel=\"nofollow noopener\" target=\"_blank\">Roles and Responsibilities of a Supervisor<\/a><\/li>\n<li><a href=\"http:\/\/www.expertsupervisor.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Expert Supervisor <\/a>- <a href=\"\/\/www.expertsupervisor.com\/article.aspx?ID=pub_OrientingNew&amp;scope=pub\" rel=\"nofollow noopener\" target=\"_blank\">New Employee Orientation Checklist<\/a><\/li>\n<li><a href=\"http:\/\/commongoodcareers.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Commongood Careers<\/a> -<a href=\"http:\/\/commongoodcareers.org\/articles\/detail\/best-practices-for-employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;Best Practices&nbsp;for Employee Onboarding<\/a><\/li>\n<li><a href=\"http:\/\/idealistcareers.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Idealist Careers<\/a> - <a href=\"http:\/\/idealistcareers.org\/closing-the-deal-salary-and-benefits-negotiation\/\" rel=\"nofollow noopener\" target=\"_blank\">Closing&nbsp;the Deal: Salary And Benefits Negotiation<\/a><\/li>\n<li><a href=\"http:\/\/www.miningman.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Mining Man<\/a> - <a href=\"http:\/\/www.miningman.com\/Blog\/January-2010\/How-to-Welcome-a-New-Employee-to-the-Team\" rel=\"nofollow noopener\" target=\"_blank\">How to Welcome a New Employee to the Team<\/a><\/li>\n<li><a href=\"http:\/\/hrweb.berkeley.edu\/\" rel=\"nofollow noopener\" target=\"_blank\">Berkley HR<\/a> - <a href=\"http:\/\/hrweb.berkeley.edu\/guides\/managing-hr\/managing-successfully\/performance-management\/planning\/expectations\" rel=\"nofollow noopener\" target=\"_blank\">Performance Expectations = Results + Actions &amp; Behaviors<\/a><\/li>\n<li><a href=\"http:\/\/www.hrpulse.co.za\/component\/contact\/contact\/11-uncategorised\/11\" rel=\"nofollow noopener\" target=\"_blank\">HR Pulse News Desk<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/www.hrpulse.co.za\/recruitment1\/induction\/229077-why-is-induction-so-important\" rel=\"nofollow noopener\" target=\"_blank\">Why is induction so important<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/SusanHeathfield\" rel=\"nofollow noopener\" target=\"_blank\">Susan Heathfield<\/a>&nbsp;- <a href=\"http:\/\/humanresources.about.com\/od\/glossarym\/g\/mentoring.htm\" rel=\"nofollow noopener\" target=\"_blank\">Use Mentoring to Develop Employees<\/a><\/li>\n<li><a href=\"https:\/\/www.saplinghr.com\/10-employee-onboarding-statistics-you-must-know-in-2021\" rel=\"nofollow noopener\" target=\"_blank\">Sapling - Employee Onboarding Statistics&nbsp;<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/restaurant-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Restaurant Employee Onboarding Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/salesperson-onboarding-checklist-for-startups\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesperson Onboarding Checklist for Startups<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/developer-onboarding-checklist-for-startups\/\" rel=\"nofollow noopener\" target=\"_blank\">Developer Onboarding Checklist for Startups<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/retail-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Retail Employee Onboarding Checklist<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Constructing a new hire onboarding process template is an incredibly powerful tool for companies, helping to boost employee retention and job satisfaction while reducing new hire churn. 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