{"id":3316,"date":"2015-12-01T23:26:42","date_gmt":"2015-12-01T23:26:42","guid":{"rendered":"https:\/\/www.process.st\/templates\/retail-employee-onboarding-checklist\/"},"modified":"2024-02-28T15:55:56","modified_gmt":"2024-02-28T15:55:56","slug":"retail-employee-onboarding-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/retail-employee-onboarding-checklist\/","title":{"rendered":"Retail Employee Onboarding Checklist"},"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\/p9lQ8dmgps-HsJqcg_VOAA.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p9lQ8dmgps-HsJqcg_VOAA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>New employees who are offered a well structured onboarding program are 69% more likely to remain in the company for up to 3 years. Unfortunately, most retail firms don't have a proper onboarding process in place. Many companies are informal or distant about the way they induct new employees, which results in statistics like:<\/p>\n<ul>\n<li>&nbsp; &nbsp; Half of all senior outside hires fail within 18 months in a new position<\/li>\n<li>&nbsp; &nbsp; Half of all hourly workers leave new jobs within the first 120 days<\/li>\n<\/ul>\n<p>Failures like these can be avoided with a good onboarding system. According the SHRM onboarding research paper, <a href=\"http:\/\/www.shrm.org\/about\/foundation\/products\/documents\/onboarding%20epg-%20final.pdf\" rel=\"nofollow noopener\" target=\"_blank\"><em>Onboarding New Employees: Maximizing Success<\/em><\/a>, good onboarding was found to lead to:<\/p>\n<ul>\n<li>Higher job satisfaction<\/li>\n<li>Organizational commitment<\/li>\n<li>Lower turnover<\/li>\n<li>Higher performance levels<\/li>\n<li>Career effectiveness<\/li>\n<li>Lowered stress<\/li>\n<\/ul>\n<p>Let\u2019s jump into this retail employee onboarding checklist to help ensure your new hire successfully integrates into your company with ease.&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>Learn more about employee onboarding with Process Street.<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/Ow0086yLROw?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-basic-information\">\n<h2>Gather basic information<\/h2>\n<div class=\"text-content\">\n<p>Before the onboarding process can begin, you\u2019re required to prepare any necessary paperwork and information before your new hire\u2019s first day. You can start preparing this paperwork by recording the following information in the form field below:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee 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 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> Preferred contact method <\/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-field-content form-field-content\">\n<div class=\"form-group\"> <label> If other, please specify <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\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<\/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><strong>W-4 Form&nbsp;<\/strong><\/p>\n<p>&nbsp;File will be uploaded here&nbsp;<\/p>\n<p><strong>I-9 Form&nbsp;<\/strong><\/p>\n<p>&nbsp;File will be uploaded here&nbsp;<\/p>\n<p><strong>Intellectual Property and Assignment Agreement&nbsp;<\/strong><\/p>\n<p>&nbsp;File will be uploaded here&nbsp;<\/p>\n<p><strong>Non-Disclosure Agreement&nbsp;<\/strong><\/p>\n<p>&nbsp;File will be uploaded here&nbsp;<\/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\">\n<h2>Approval: <\/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=\"send-welcome-email\">\n<h2>Send welcome email<\/h2>\n<div class=\"text-content\">\n<p>Once you've <strong>provided<\/strong> the new hire with <strong>their company email<\/strong>, you can <strong>send<\/strong> a <strong>welcome mail to this address.&nbsp;<\/strong>This can also be an opportunity to remind them of their start date and keep them interested in this new position.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"add-hire-to-email-lists\">\n<h2>Add hire to email lists<\/h2>\n<div class=\"text-content\">\n<p>Next up, you need to add your employee to any email lists you have for the rest of the team.<\/p>\n<p>If your internal mailing list is powered by <a href=\"https:\/\/mailchimp.com\/\" rel=\"nofollow noopener\" target=\"_blank\">MailChimp <\/a>or another similar service, you are likely to be familiar with the process already.<\/p>\n<p>If not, it's highly recommended to use Mailchimp for both internal notifications and marketing campaigns.<\/p>\n<p>An alternative to email is <a href=\"https:\/\/www.process.st\/slack-review\/\" rel=\"nofollow noopener\" target=\"_blank\">Slack<\/a>, which is what we use to keep our employees at Process Street in the loop.<\/p>\n<p>If your company uses Slack, you can go ahead and invite your new employee with their company email address.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-welcome-meeting\">\n<h2>Schedule welcome meeting<\/h2>\n<div class=\"text-content\">\n<p>One stage of the onboarding process should be getting the new employee well-acquainted with their co-workers.<\/p>\n<p>Throwing a welcome event is a great way to do this, so add a date in the company calendar for this.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Welcome 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=\"assign-a-mentor\">\n<h2>Assign a mentor<\/h2>\n<div class=\"text-content\">\n<p>When <strong>assigning a mentor, be clear<\/strong> about their roles. Identify the criteria and expectations to <strong>ensure the mentor is fully aware of their duties<\/strong>. <strong>Record<\/strong> the assigned mentor with the<strong> form field<\/strong> below.<\/p>\n<p><strong>Don't follow the job title hierarchy<\/strong> or pick a person with a higher job title or a person that has been in the company the longest.<\/p>\n<p>Instead, it\u2019s best to find a person who <strong>knows the most about the tasks<\/strong> regardless of their job title. Tasks for mentors might include: &nbsp;&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      Ensuring the new hire is familiar with the product\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      Keeping understand company processes\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      Understanding the competition\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      Explaining the company culture\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      Being the person a new hire can come to if any problems occur\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"notify-relevant-department\">\n<h2>Notify relevant department<\/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>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=\"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=\"first-day\">\n<h2>First day:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed by the end of the employee's first day.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"introductory-session\">\n<h2>Introductory session<\/h2>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Introductory session 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=\"text-content\">\n<p><a href=\"http:\/\/www.tmcnet.com\/channels\/call-center-on-demand\/articles\/391376-robust-onboarding-process-the-call-center-set-agents.htm\" rel=\"nofollow noopener\" target=\"_blank\">Five9<\/a> recommends you to follow this process for an introductory session that will make new hires feel at home:<\/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      Greet new employees and show them their workspace\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      Present a fun gift that reinforces your company culture\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      Describe your contact center\u2019s vision, mission, and passion\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      Explain the importance of the new employee\u2019s role\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      Pair your employee up with an experienced buddy\/sponsor\/mentor\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      Get an executive to welcome the new arrival\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      Make sure everyone has a buddy or fellow new-hire to chat with at lunch\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>The goal of the introduction session is to introduce everyone and create an awesome environment.<\/p>\n<p>When this is done, they should feel ready to get on with their first assignments.<\/p>\n<p>(Source: <a href=\"http:\/\/smallbusiness.chron.com\/standard-employee-turnover-call-center-industry-36185.html\" rel=\"nofollow noopener\" target=\"_blank\">smallbusiness.chron.com<\/a> &amp; <a href=\"http:\/\/www.tmcnet.com\/channels\/call-center-on-demand\/articles\/391376-robust-onboarding-process-the-call-center-set-agents.htm\" rel=\"nofollow noopener\" target=\"_blank\">tmcnet.com<\/a>)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-read-through-employee-handbook\">\n<h2>[CONDITIONAL] Read through employee handbook<\/h2>\n<div class=\"text-content\">\n<p>To get a better idea of the company you're working for, you can read through the employee handbook. Here are the sections you should be paying attention to. You can tick each one off once you've finished reading through the relevant section.&nbsp;<\/p>\n<p>{{form.Employee_handbook}}<\/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, policies, and procedures\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 time off policy and benefits\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      Explaining mission statement\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      Discussing employee behavior\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      Explaining dress code\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      Defining pay and promotions\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      Informing about benefits\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      Informing about reporting procedures\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      Talking about smoking restrictions\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      Discussing expense claims\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      Notifying about legislation\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      Going over safety procedures\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"tour-facility-and-work-areas\">\n<h2>Tour facility and work areas<\/h2>\n<div class=\"text-content\">\n<p>A full tour lets new employees feel comfortable in the area while giving them a chance to meet their co-workers.<\/p>\n<p>During the tour (perhaps using your phone) tick off the below sub-checklist items to make sure you don't miss anything.<\/p>\n<ul><\/ul>\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      Restrooms\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      Break\/lunch rooms\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      Kitchen, including any department procedures\/norms\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      Closest dining hall, coffee\/tea location, and vending machines\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      Local lunch options and locations\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      Supply room, including any department procedures\/norms\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 and first aid supplies\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      Photocopy, fax machine, and scanner (including instructions on use)\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      Mail Room\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      Transportation services and stops\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>(Source: welcome.mit.edu)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"during-the-first-week\">\n<h2>During the first week:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed by the end of the employee's first week.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"set-objectives\">\n<h2>Set objectives<\/h2>\n<div class=\"text-content\">\n<p>It's crucial to give your new hire a sense of direction. Setting objectives is a great way to help them understand what they're ultimately working towards.&nbsp;<\/p>\n<p>Go deeper into the<strong> key ideas laid out<\/strong> by the mission statement and <strong>explain the goals and objectives<\/strong> of your company.&nbsp;<\/p>\n<p>This includes the value you try to provide to customers and employees, as well as the <strong>job performance standards<\/strong> you try to maintain.<\/p>\n<p class=\"style-info\">You can use <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\" rel=\"nofollow noopener\" target=\"_blank\">Pages<\/a> to construct your mission statement and performance standards. From here, you can share the link below for easy access.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"read-though-company-objectives\">\n<h2>Read though company objectives<\/h2>\n<div class=\"text-content\">\n<p>{{form.Mission_statement_and_performance_standards_link}}<\/p>\n<p>This is the link you can use to access the company's objectives. This can help provide you with a better understanding about what your role is and the responsibilities you should be upholding.<\/p>\n<p>Tick each subtask off once you're read the relevant topic:&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      Mission statement\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      Performance standards\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"training-for-telephone-system\">\n<h2>Training for telephone system<\/h2>\n<div class=\"text-content\">\n<p>If you use a landline telephone system, make sure your new employees are familiar with the system including:<\/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      Extensions\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      Transferring calls\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      Calling different departments\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      Using the answering machine\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>You can do this through a training session, which you can schedule below:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Telephone system 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<\/section>\n<section id=\"provide-resources-for-any-repairs\">\n<h2>Provide resources for any repairs<\/h2>\n<div class=\"text-content\">\n<p>In the event that something goes wrong, you need to also let your employee know who to contact and how to get through to them. Fill in the form fields below with the relevant details to then pass on.<\/p>\n<p>When creating this document, it's crucial to remember to provide:&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      IT technician's name and phone number\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      Non-technical breakage instructions\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      Contact information of repair staff\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      General IT department information\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">Pages is a great place to keep this information. You can provide a link to this information for easy access.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"make-a-list-of-used-software-and-hardware\">\n<h2>Make a list of used software and hardware<\/h2>\n<div class=\"text-content\">\n<p>List the different software and hardware they will need to use so your employee can check off what they already know.<\/p>\n<p class=\"style-info\">This is the perfect time to create your own sub-checklist!&nbsp;<\/p>\n<p>We've provided a few basic items in the one below, but go through and <a href=\"https:\/\/www.process.st\/help\/docs\/editing-workflows\/\" rel=\"nofollow noopener\" target=\"_blank\">edit<\/a> it to your specific requirements.<\/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      Cash Register\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      Card Machine\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      CRM\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Address training for any new systems over a meeting<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Tech 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<\/section>\n<section id=\"within-the-first-month\">\n<h2>Within the first month:<\/h2>\n<div class=\"text-content\">\n<p>Tasks should be completed within the employee\u2019s first month of employment.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-project\">\n<h2>Assign 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>Possible onboarding projects might include:<\/p>\n<ul>\n<li>Managing the register for a fixed amount of hours<\/li>\n<li>Handling orders and deliveries<\/li>\n<li>Managing a department<\/li>\n<li>Helping with customer returns<\/li>\n<\/ul>\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 this 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=\"assess-performance\">\n<h2>Assess performance<\/h2>\n<div class=\"text-content\">\n<p>The goal of a<strong> performance review<\/strong> is to <strong>provide feedback<\/strong> on what the employee is doing right and what needs improvement. In your performance cover these areas:<\/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      Quality and quantity of work: accuracy, thoroughness, productivity and goal attainment\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      Communication and interpersonal skills: teamwork, cooperation, listening, persuasion and empathy\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      Planning, administration and organization: goal setting, prioritizing and profit orientation\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      Leadership: accessibility, responsiveness, decisiveness, collaboration and delegating\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      Job knowledge and expertise: knowledge base, training, mentoring, modeling and researching\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      Attitude: dedication, loyalty, reliability, flexibility, initiative, energy and volunteering\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      Ethics: diversity, sustainability, honesty, integrity, fairness and professionalism\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      Creative thinking: innovation, receptiveness, problem solving and originality\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      Self-development and growth: learning, education, advancement, skill building and career planning\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>You can use this <a href=\"https:\/\/offices.nsuok.edu\/portals\/34\/documents\/new-employee-performance-evaluation.pdf\" rel=\"nofollow noopener\" target=\"_blank\">new employee performance evaluation form<\/a> as an example.<\/p>\n<p>(Source: <a href=\"http:\/\/www.businessnewsdaily.com\/5366-performance-review-tips-for-bosses.html\" rel=\"nofollow noopener\" target=\"_blank\">businessnewsdaily.com<\/a>)<\/p>\n<p>You can then create a document detailing the topics labeled above in <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\" rel=\"nofollow noopener\" target=\"_blank\">Pages<\/a> and link it below:&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-performance-review-meeting\">\n<h2>Schedule performance review meeting<\/h2>\n<div class=\"text-content\">\n<p>Once you've completed this performance review, you can schedule a meeting with your new hire to provide feedback on their first project.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Performance review 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<\/section>\n<section id=\"continue-communication\">\n<h2>Continue communication<\/h2>\n<div class=\"text-content\">\n<p>Now that the onboarding process is complete, your new hire should be working with limited supervision. Nonetheless, you should continue communication with them to ensure you're providing direction. Here are some things you could cover with them moving forward:&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 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<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.linkedin.com\/pub\/talya-n-bauer\/5\/9a5\/ab0\" rel=\"nofollow noopener\" target=\"_blank\">Talya N. Bauer<\/a> - <a href=\"http:\/\/www.shrm.org\/about\/foundation\/products\/documents\/onboarding%20epg-%20final.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Onboarding New Employees: Maximizing Success<\/a><\/li>\n<li><a href=\"http:\/\/www.impactinstruction.com\" rel=\"nofollow noopener\" target=\"_blank\">Impact Instruction Group<\/a> - <a href=\"http:\/\/www.impactinstruction.com\/wordpress\/wp-content\/uploads\/2013\/07\/2013-Onboarding-Report_FINAL-REPORT.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Balancing High-touch &amp; High-tech Strategies<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/twitter.com\/vinayp10\" rel=\"nofollow noopener\" target=\"_blank\">Vinay Patankar<\/a>&nbsp;- <a href=\"https:\/\/www.process.st\/2014\/05\/how-to-manage-small-business-calendars-in-the-cloud\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Manage Small Business Calendars in the Cloud<\/a>&nbsp;<\/li>\n<li><a href=\"http:\/\/blog.zenput.com\/author\/brian-harris\" rel=\"nofollow noopener\" target=\"_blank\">Brian Harris<\/a> - <a href=\"http:\/\/blog.zenput.com\/how-to-onboard-a-new-retail-employee\" rel=\"nofollow noopener\" target=\"_blank\">How to Onboard a New Retail Employee<\/a><\/li>\n<li><a href=\"http:\/\/www.inc.com\" rel=\"nofollow noopener\" target=\"_blank\">Inc.com<\/a> - <a href=\"http:\/\/www.inc.com\/guides\/2010\/06\/what-to-include-in-employee-handbook.html\" rel=\"nofollow noopener\" target=\"_blank\">What to Include in Employee Handbook<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/twitter.com\/GrahamWinfrey\" rel=\"nofollow noopener\" target=\"_blank\">Graham Winfrey<\/a>&nbsp;- <a href=\"http:\/\/www.inc.com\/graham-winfrey\/3-lessons-this-founder-learned-from-selling-his-startup-for-500-million.html\" rel=\"nofollow noopener\" target=\"_blank\">3 Startup Tips From a Founder Who Sold His Startup for $500 Million<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/vinayp10\" rel=\"nofollow noopener\" target=\"_blank\">Vinay Patankar<\/a>&nbsp;- <a href=\"https:\/\/www.process.st\/2014\/09\/how-to-use-evernote-for-business-document-management\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Use Evernote for Business Document Management<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/patrickmhull\" rel=\"nofollow noopener\" target=\"_blank\">Patrick Hull<\/a>&nbsp;- <a href=\"http:\/\/www.forbes.com\/sites\/patrickhull\/2013\/01\/10\/answer-4-questions-to-get-a-great-mission-statement\/\" rel=\"nofollow noopener\" target=\"_blank\">Answer 4 Questions to Get a Great Mission Statement<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/twitter.com\/vinayp10\" rel=\"nofollow noopener\" target=\"_blank\">Vinay Patankar<\/a>&nbsp;- <a href=\"https:\/\/www.process.st\/2014\/11\/attach-files-and-images-to-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\">Attach Files and Images to Checklists<\/a>&nbsp;<\/li>\n<li><a href=\"http:\/\/www.businessinsider.com\/author\/richard-feloni\" rel=\"nofollow noopener\" target=\"_blank\">Richard Feloni<\/a>&nbsp;&amp;&nbsp;<a href=\"http:\/\/www.businessinsider.com\/author\/mike-nudelman\" rel=\"nofollow noopener\" target=\"_blank\">Mike Nudelman<\/a> - <a href=\"http:\/\/www.businessinsider.com\/how-to-dress-for-work-business-attire-2014-8\" rel=\"nofollow noopener\" target=\"_blank\">How To Dress Like A Leader In Any Work Environment<\/a><\/li>\n<li><a href=\"http:\/\/www.financial-ombudsman.org.uk\" rel=\"nofollow noopener\" target=\"_blank\">Financial Ombudsman Service<\/a> - <a href=\"http:\/\/www.financial-ombudsman.org.uk\/about\/employee-expenses.htm\" rel=\"nofollow noopener\" target=\"_blank\">Policy and Procedures for Employee Expenses&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/vinayp10\" rel=\"nofollow noopener\" target=\"_blank\">Vinay Patankar<\/a>&nbsp;<em>- <\/em><a href=\"http:\/\/markforster.squarespace.com\/blog\/2013\/11\/28\/optimize-process-driven-teams-with-process-street.html\" rel=\"nofollow noopener\" target=\"_blank\">Optimize Process Driven Teams with Process&nbsp;Street<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/twitter.com\/vinayp10\" rel=\"nofollow noopener\" target=\"_blank\">Vinay Patankar<\/a>&nbsp;<em>- <\/em><a href=\"https:\/\/www.process.st\/2014\/04\/the-best-crm-for-small-businesses-cloud-saas\/\" rel=\"nofollow noopener\" target=\"_blank\">The Best CRM for Small Businesses (Cloud \/ SaaS)<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/twitter.com\/JacquelynVSmith\" rel=\"nofollow noopener\" target=\"_blank\">Jacquelyn Smith<\/a>&nbsp;- <a href=\"http:\/\/www.forbes.com\/sites\/jacquelynsmith\/2013\/09\/24\/how-much-coworker-socializing-is-good-for-your-career\/\" rel=\"nofollow noopener\" target=\"_blank\">How Much Coworker Socializing Is Good For Your Career?<\/a><\/li>\n<li><a href=\"http:\/\/hcmresources.avanti.ca\/h\/author\/7100-marlo-hertling\" rel=\"nofollow noopener\" target=\"_blank\">Marlo Hertling<\/a> - <a href=\"http:\/\/hcmresources.avanti.ca\/h\/i\/56424043-improving-employee-onboarding-for-retail-and-beyond\" rel=\"nofollow noopener\" target=\"_blank\">Improving Employee Onboarding for Retail and Beyond<\/a><\/li>\n<li><a href=\"http:\/\/www.mindtickle.com\/blog\/author\/mohit\/\" rel=\"nofollow noopener\" target=\"_blank\">Mohit Garg<\/a>&nbsp;- <a href=\"http:\/\/www.mindtickle.com\/blog\/new-employee-orientation-retail-store-associates\/\" rel=\"nofollow noopener\" target=\"_blank\">New Employee Orientation for Retail Store Associates<\/a><\/li>\n<li><a href=\"http:\/\/www.lexmark.com\/\" rel=\"nofollow noopener\" target=\"_blank\">lexmark.com<\/a> - <a href=\"http:\/\/www.lexmark.com\/en_US\/solutions\/industry-solutions\/retail\/employee-onboarding-for-retail.shtml\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding for Retail<\/a><\/li>\n<li><a href=\"https:\/\/www.linkedin.com\/in\/anneobarski?trk=pulse-det-athr_prof-art_hdr\" rel=\"nofollow noopener\" target=\"_blank\">Anne Obarski<\/a>&nbsp;- <a href=\"https:\/\/www.linkedin.com\/pulse\/20140915125935-14074115-7-ways-to-on-board-your-retail-employees\" rel=\"nofollow noopener\" target=\"_blank\">7 Ways to \"On Board\" Your Retail Employees<\/a><\/li>\n<li><a href=\"http:\/\/blog.zenput.com\/author\/vladik-rikhter\" rel=\"nofollow noopener\" target=\"_blank\">Vladik Rikhter<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/blog.zenput.com\/4-steps-for-onboarding-a-new-employee\" rel=\"nofollow noopener\" target=\"_blank\">4 Steps for Onboarding a New Employee<\/a><\/li>\n<li><a href=\"http:\/\/www.lesson.ly\/\" rel=\"nofollow noopener\" target=\"_blank\">Lessonly<\/a> -&nbsp;<a href=\"http:\/\/www.lesson.ly\/blog\/9-surprising-employee-onboarding-statistics\/\" rel=\"nofollow noopener\" target=\"_blank\">9 Surprising Employee Onboarding Statistics<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/kmin\" rel=\"nofollow noopener\" target=\"_blank\">Kathryn Minshew<\/a>&nbsp;- <a href=\"http:\/\/www.inc.com\/kathryn-minshew\/best-practices-for-performance-reviews.html\" rel=\"nofollow noopener\" target=\"_blank\">Best Practices for Performance Reviews<\/a><\/li>\n<li><a href=\"http:\/\/www.mindtickle.com\/blog\/new-employee-orientation-retail-store-associates\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/www.linkedin.com\/pulse\/20140915125935-14074115-7-ways-to-on-board-your-retail-employees\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"http:\/\/www.lesson.ly\/blog\/9-surprising-employee-onboarding-statistics\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/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\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding Checklist<\/a><\/li>\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<li><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: New employees who are offered a well structured onboarding program are 69% more likely to remain in the company for up to 3 years. Unfortunately, most retail firms don't have a proper onboarding process in place. Many companies are informal or distant about the way they induct new employees, which results in statistics like: [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3317,"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":"28","template_description":"A step-by-step process for retail employee onboarding","template_id":"nzZtqdf9HvHVp9NtJHpCog","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Before first day:","task_slug_1":"before-first-day","task_2":"Gather basic information","task_slug_2":"gather-basic-information","task_3":"Prepare paperwork","task_slug_3":"prepare-paperwork","task_4":"Approval:","task_slug_4":"approval","task_5":"Send welcome email","task_slug_5":"send-welcome-email","task_6":"Add hire to email lists","task_slug_6":"add-hire-to-email-lists","task_7":"Schedule welcome meeting","task_slug_7":"schedule-welcome-meeting","task_8":"Assign a mentor","task_slug_8":"assign-a-mentor","task_9":"Notify relevant department","task_slug_9":"notify-relevant-department","task_10":"[CONDITIONAL] Link employee handbook","task_slug_10":"conditional-link-employee-handbook","task_11":"First day:","task_slug_11":"first-day","task_12":"Introductory session","task_slug_12":"introductory-session","task_13":"[CONDITIONAL] Read through employee handbook","task_slug_13":"conditional-read-through-employee-handbook","task_14":"Tour facility and work areas","task_slug_14":"tour-facility-and-work-areas","task_15":"During the first week:","task_slug_15":"during-the-first-week","task_16":"Set objectives","task_slug_16":"set-objectives","task_17":"Read though company objectives","task_slug_17":"read-though-company-objectives","task_18":"Training for telephone system","task_slug_18":"training-for-telephone-system","task_19":"Provide resources for any repairs","task_slug_19":"provide-resources-for-any-repairs","task_20":"Make a list of used software and hardware","task_slug_20":"make-a-list-of-used-software-and-hardware","task_21":"Within the first month:","task_slug_21":"within-the-first-month","task_22":"Assign project","task_slug_22":"assign-project","task_23":"Assess performance","task_slug_23":"assess-performance","task_24":"Schedule performance review meeting","task_slug_24":"schedule-performance-review-meeting","task_25":"Continue communication","task_slug_25":"continue-communication","task_26":"Sources:","task_slug_26":"sources","task_27":"Related checklists:","task_slug_27":"related-checklists","task_28":"Arrange training dates for any unfamiliar technology","task_slug_28":"arrange-training-dates-for-any-unfamiliar-technology","task_29":"Benefits and leave:","task_slug_29":"benefits-and-leave","task_30":"Explain the benefits package","task_slug_30":"explain-the-benefits-package","task_31":"Discuss leave","task_slug_31":"discuss-leave","task_32":"Working environment:","task_slug_32":"working-environment","task_33":"Tour facility and work areas","task_slug_33":"tour-facility-and-work-areas","task_34":"Introduce employees","task_slug_34":"introduce-employees","task_35":"Identify safety equipment","task_slug_35":"identify-safety-equipment","task_36":"Job clarification:","task_slug_36":"job-clarification","task_37":"Describe job responsibilities and performance expectations","task_slug_37":"describe-job-responsibilities-and-performance-expectations","task_38":"Provide manuals for operating equipment","task_slug_38":"provide-manuals-for-operating-equipment","task_39":"Detailed software induction:","task_slug_39":"detailed-software-induction","task_40":"Enroll into company software","task_slug_40":"enroll-into-company-software","task_41":"Train to use more advanced software","task_slug_41":"train-to-use-more-advanced-software","task_42":"Transitioning from training:","task_slug_42":"transitioning-from-training","task_43":"Assign first task","task_slug_43":"assign-first-task","task_44":"Continued communication","task_slug_44":"continued-communication","task_45":"First performance review:","task_slug_45":"first-performance-review","task_46":"Set out expectations for the meeting","task_slug_46":"set-out-expectations-for-the-meeting","task_47":"Ask for the employee's perspective first","task_slug_47":"ask-for-the-employees-perspective-first","task_48":"Give specific examples","task_slug_48":"give-specific-examples","task_49":"The future","task_slug_49":"the-future","task_50":"Ask for questions","task_slug_50":"ask-for-questions","task_51":"Sources:","task_slug_51":"sources","task_52":"Relevant 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