{"id":3575,"date":"2015-12-01T23:28:36","date_gmt":"2015-12-01T23:28:36","guid":{"rendered":"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/"},"modified":"2024-04-25T11:28:41","modified_gmt":"2024-04-25T11:28:41","slug":"employee-onboarding-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/","title":{"rendered":"Employee Onboarding Workflow"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/0e289c29-ad86-418a-81fc-de55de8848df\/kOUBg4nCQMOBj2CbNEpKiQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/0e289c29-ad86-418a-81fc-de55de8848df\/kOUBg4nCQMOBj2CbNEpKiQ.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>If you've ever joined a new company and been unsure how you fit in, you'll know <strong>the benefits of employee onboarding<\/strong>. For managers, however, the gains are more quantifiable. They include:<\/p>\n  <ol>\n   <li>Better job performance<br><\/li>\n   <li>Greater commitment to the organization<br><\/li>\n   <li>Reduced stress<br><\/li>\n   <li>Higher job satisfaction<br><\/li>\n   <li>Better retention (and associated cost savings)<br><\/li>\n  <\/ol>\n  <p>The cost of hiring a new employee <a href=\"http:\/\/www.investopedia.com\/financial-edge\/0711\/the-cost-of-hiring-a-new-employee.aspx\" target=\"_blank\" rel=\"nofollow noopener\">averages around $65,000<\/a>&nbsp;and it takes are 5 months of full time employment to bring new hires up to full productivity. <strong>Failure to properly onboard a new hire will cost significant amounts of time and money<\/strong>.<\/p>\n  <p>A quality process, like the one outlined in this employee onboarding checklist, costs a fraction of the resources and aims to <strong>ramp an employee up to full productivity in under 90 days<\/strong>, depending on the complexity of the role.<\/p>\n  <p>So, let's get underway with the process and run through this employee onboarding checklist with your new hire.<\/p>\n <\/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 <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/Ow0086yLROw?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"prepare-paperwork\">\n <h2>Prepare paperwork<\/h2>\n <div class=\"text-content\">\n  <p>To kick off the employee onboarding checklist, you need to<strong> prepare the relevant paperwork and information<\/strong> prior to the employee's first day. Start by <strong>recording<\/strong> the employee's <strong>basic information<\/strong> in the<strong> form fields<\/strong> below.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee First Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Last Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of Hire <\/label>\n   <div class=\"date-container\">\n    <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  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Personal Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Contact Details <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Extra Information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>This part of the process is called<strong> transactional onboarding<\/strong> and focuses on completing all the necessary<strong> forms and documents<\/strong> so your new employee can <strong>legally start working<\/strong>.<\/p>\n  <p>Some of the forms you need to prepare are:<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     W-4\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I-9\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Insurance forms\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Direct deposit forms\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     The non-disclosure agreement\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p>However, there are more forms you might need, <strong>specific to your company<\/strong>. Good software to use is <a href=\"http:\/\/www.applicantpro.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Applicant PRO<\/a> which operates like <strong>CRM for onboarding&nbsp;<\/strong>including all the necessary forms and documents and stores them in an<strong> online database<\/strong>.<\/p>\n  <p>(Source: <a href=\"http:\/\/www.applicantpro.com\/products\/onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">applicantpro.com<\/a>)<\/p>\n  <p>Using the Members form field below,&nbsp;<strong>assign the individual who will approve the employee's paperwork.<\/strong><\/p>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Who will approve the employee's paperwork? <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-employee-paperwork\">\n <h2>Approval: Employee 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  <\/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\">\n        <span class=\"title\">Prepare paperwork<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"discuss-role-goals-and-projects-with-supervisor\">\n <h2>Discuss role, goals and projects with supervisor<\/h2>\n <div class=\"text-content\">\n  <p>During the training period, your new employee should <strong>work closely with a supervisor or mentor<\/strong>. A supervisor ensures the new employee is <strong>oriented in the organization, policies, facilities<\/strong> and more.&nbsp;<\/p>\n  <p>To ensure this process goes well, you should <strong>discuss the new employee's role<\/strong> with their supervisor. Discuss the<strong> goals you have set for the new hire<\/strong> and think of <strong>appropriate projects<\/strong> that would be beneficial for the training period. Note all of these in the <strong>appropriate form fields<\/strong> below.<\/p>\n  <p>(Source: <a href=\"http:\/\/managementhelp.org\/supervision\/roles.htm#anchor234351\" rel=\"nofollow noopener\" target=\"_blank\">managementhelp.org<\/a>)<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Role <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Appropriate Projects <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"prepare-employees-workstation\">\n <h2>Prepare employee's workstation<\/h2>\n <div class=\"text-content\">\n  <p>When preparing the workstation ensure it follows the <a href=\"http:\/\/www.humanscale.com\/citigroup\/ergotips.pdf\" rel=\"nofollow noopener\" target=\"_blank\">comfort and health guidelines<\/a>.<strong> Prepare the employee's workstation<\/strong> before they arrive to <strong>avoid any delays on their first day<\/strong>. Include items like:<\/p>\n  <ul>\n   <li>Furniture (desk, chair)<\/li>\n   <li>Telephone<\/li>\n   <li>Computer<\/li>\n   <li>Desk supplies (business card, stapler, letterhead, paper, pens etc.)<\/li>\n  <\/ul>\n  <p>If you really want to impress your new employee, add items like <strong>branded pens, backpack, t-shirt or mug<\/strong> on your employee's desk.<\/p>\n  <p>(Sources: <a href=\"http:\/\/www.expertsupervisor.com\/article.aspx?ID=pub_OrientingNew&amp;scope=pub\" rel=\"nofollow noopener\" target=\"_blank\">expertsupervisor.com<\/a>&nbsp;&amp; <a href=\"http:\/\/commongoodcareers.org\/articles\/detail\/best-practices-for-employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">commongoodcareers.org<\/a>)<\/p>\n <\/div>\n<\/section>\n<section id=\"give-access-to-any-tools-they-will-need\">\n <h2>Give access to any tools they will need<\/h2>\n <div class=\"text-content\">\n  <p>Before your employee arrives, it is important to <strong>prepare the necessary tools<\/strong> and ensure your new hire will be able to access them. <strong>Fill in (or add to)<\/strong> the <strong>form fields<\/strong> below as necessary.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Wifi Password <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Email List of Co-Workers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Department Phone Numbers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>Also consider details like (but not limited to):<\/p>\n  <ul>\n   <li>Keys to rooms they will need access to<\/li>\n   <li>Company mobile phone<\/li>\n  <\/ul>\n  <p>To make sure you provide your employee with all the necessary items, you can <strong>note down the steps you take<\/strong> each day and what tools you use. You can also <strong>make a checklist<\/strong> here on&nbsp;<a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> that you can also use in future when distributing tools to new employees <strong>ensuring you remember everything<\/strong>.<\/p>\n <\/div>\n<\/section>\n<section id=\"create-accounts\">\n <h2>Create accounts<\/h2>\n <div class=\"text-content\">\n  <p>No self-respecting employee onboarding checklist would be complete without making sure that you <strong>create all the accounts required by the new employee<\/strong>.<strong> Fill in (or add to)<\/strong> the<strong> form fields<\/strong> below as necessary.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Company Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Username (first initial, last name e.g. bbrandall) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Company Phone Line <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Company Social Accounts <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>As shown above, create accounts on all <strong>social platforms your company uses<\/strong>. Your employee should have their own <strong>email and phone line<\/strong>. If your company uses apps like <a href=\"https:\/\/slack.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Slack<\/a> or <a href=\"https:\/\/trello.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Trello<\/a> you should create an account there as well.<\/p>\n <\/div>\n<\/section>\n<section id=\"assign-required-reading\">\n <h2>Assign required reading<\/h2>\n <div class=\"text-content\">\n  <p>Each job comes with its own<strong> tricks and strategies<\/strong>. Often a company will want to have certain <strong>books or articles<\/strong>&nbsp;read by the employees to<strong> keep everyone on the same page<\/strong>.<\/p>\n  <p>These books should be <strong>relevant to the job position<\/strong>.&nbsp;<\/p>\n  <p>For example, when hiring someone to create checklists you can offer them to read<a href=\"http:\/\/www.bookdepository.com\/Checklist-Manifesto-Atul-Gawande\/9780312430009\" rel=\"nofollow noopener\" target=\"_blank\"> The Checklist Manifesto<\/a> or <a href=\"https:\/\/www.process.st\/2015\/06\/the-checklist-manifesto-quotes\/\" rel=\"nofollow noopener\" target=\"_blank\">The Checklist Manifesto Quotes<\/a>.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"prepare-benefits-package\">\n <h2>Prepare benefits package<\/h2>\n <div class=\"text-content\">\n  <p>It is important for every employee to know which&nbsp;<strong>benefits packages come with the job<\/strong>. Here is some commonly required information your employee will want to know:<\/p>\n  <ul>\n   <li>Explain <strong>how the position is funded<\/strong>. You might have already discussed it in the interview, but your <strong>employee will appreciate a confirmation<\/strong>.<\/li>\n  <\/ul>\n  <ul>\n   <li>Let your employee know <strong>what benefits package they will receive<\/strong> based on their level of experience and current job market. Let them know some <strong>details about the budget<\/strong> so they are aware of the <strong>potential promotions and salary range<\/strong>.&nbsp;<\/li>\n  <\/ul>\n  <ul>\n   <li>Inform your employee on <strong>vacation time and health benefits<\/strong> they will receive.<\/li>\n  <\/ul>\n  <p>Provide a <strong>summary of this information<\/strong> in writing;<strong> upload a<\/strong> <strong>copy<\/strong> of this summary to the <strong>form field below<\/strong>.<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Benefits Package <\/label>\n   <div class=\"file-container\">\n    <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  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>To help them understand the benefits package better, go over it at their own pace, perhaps share it with their partner and help them plan their financial situation.<\/p>\n  <p>Ensuring a financial stability and <strong>informing your employee on the exact monetary situation<\/strong> is a good way to make them feel comfortable and worry-free, therefore making sure they focus on their work and <strong>feel appreciated as workers<\/strong>.<\/p>\n  <p>(Source: <a href=\"http:\/\/idealistcareers.org\/closing-the-deal-salary-and-benefits-negotiation\/\" rel=\"nofollow noopener\" target=\"_blank\">idealistcareers.org<\/a>)<\/p>\n <\/div>\n<\/section>\n<section id=\"provide-a-job-description-with-responsibilities\">\n <h2>Provide a job description with responsibilities<\/h2>\n <div class=\"text-content\">\n  <p>You have discussed the job in more detail <strong>during the interview<\/strong>, but now it's time to give <strong>specific instructions<\/strong> on what you expect your employee to do. <strong>Upload a copy<\/strong> of this specific job description to the <strong>form field<\/strong> below.<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Detailed Job Description <\/label>\n   <div class=\"file-container\">\n    <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  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>If you would like a guideline for this document, see above for a detailed job description template.<\/p>\n  <p>Note the <strong>necessary qualifications<\/strong>, you can use this place to&nbsp;mention the <strong>required reading<\/strong>.&nbsp;You should also list your new employee's key <strong>responsibilities and a&nbsp;short description<\/strong>.<\/p>\n  <p>This form can later be used as a <strong>guideline for employee evaluation<\/strong>. You can see if the goals you set have been made, responsibilities executed and your employee's skills are sufficient for the&nbsp;task.<\/p>\n <\/div>\n<\/section>\n<section id=\"first-day\">\n <h2>First day:<\/h2>\n<\/section>\n<section id=\"welcome-to-the-team\">\n <h2>Welcome to the team<\/h2>\n <div class=\"text-content\">\n  <p>Often a new employee will arrive during a busy working week. In this case welcoming the new hire is overlooked and they are not <strong>caught&nbsp;up to speed with the team or new role<\/strong>.&nbsp;To avoid this, you should <strong>clear your schedule<\/strong> and make the new employee the <strong>number one priority<\/strong> for the day.<\/p>\n  <p>You should <strong>introduce them to the team<\/strong> - talk about their role, tell them why you selected them - this will help the rest of the <strong>team remember them<\/strong> better. Notify your team in advance that the new employee is arriving so they can<strong> schedule some time to get to know them<\/strong>.<\/p>\n  <p>(Source: <a href=\"http:\/\/www.miningman.com\/Blog\/January-2010\/How-to-Welcome-a-New-Employee-to-the-Team\" rel=\"nofollow noopener\" target=\"_blank\">miningman.com<\/a>)<\/p>\n <\/div>\n<\/section>\n<section id=\"tour-of-the-office\">\n <h2>Tour of the office<\/h2>\n <div class=\"text-content\">\n  <p>Take your employee on a <strong>tour around the office<\/strong>. Let them know where all the <strong>important and common areas<\/strong> are. Make sure they know where to find:<\/p>\n  <ul>\n   <li>Kitchen<\/li>\n   <li>Reception<\/li>\n   <li>Bathroom<\/li>\n   <li>Their workspace<\/li>\n   <li>Support desk<\/li>\n   <li>HR area<\/li>\n   <li>Their mentor's office<\/li>\n  <\/ul>\n  <p>There might be more areas such as the IT department, sales department and others more<strong> specific to your company<\/strong>. If you practice an <strong>open door system<\/strong> you can show the new employee where<strong> your office<\/strong> is and encourage them to <strong>visit you if they have any questions<\/strong>.<\/p>\n <\/div>\n<\/section>\n<section id=\"assign-training-material\">\n <h2>Assign training material<\/h2>\n <div class=\"text-content\">\n  <p>Send your introductory training material, or add the employee to your LMS and assign the relevant courses.<\/p>\n <\/div>\n<\/section>\n<section id=\"explain-your-expectations\">\n <h2>Explain your expectations<\/h2>\n <div class=\"text-content\">\n  <p>If you want your <strong>employees to perform well<\/strong> you need to <strong>let them know what you expect<\/strong>. Outline the <strong>general areas of knowledge and skills<\/strong> required to ensure your employee is <strong>successful in his\/her job<\/strong>. Think about:<\/p>\n  <ul>\n   <li>What <strong>goods and services<\/strong> should the job produce?<\/li>\n   <li>What <strong>impact<\/strong> should the work have on the organization?<\/li>\n   <li>How do you expect the employee to <strong>act with clients, colleagues, and supervisors<\/strong>?<\/li>\n   <li>What are the <strong>organizational values<\/strong> the employee must demonstrate?<\/li>\n   <li>What are the <strong>processes, methods, or means<\/strong> the employee is expected to use?<\/li>\n  <\/ul>\n  <p>(Source: <a href=\"http:\/\/hrweb.berkeley.edu\/guides\/managing-hr\/managing-successfully\/performance-management\/planning\/expectations\" rel=\"nofollow noopener\" target=\"_blank\">hrweb.berkeley.edu<\/a>)<\/p>\n <\/div>\n<\/section>\n<section id=\"induct-into-company-culture\">\n <h2>Induct into company culture<\/h2>\n <div class=\"text-content\">\n  <p>Usually, this step is covered by the <strong>HR team<\/strong>. Have them <strong>contact your new employee to explain<\/strong> details such as:<br><\/p>\n  <ul>\n   <li>When s\/he must <strong>arrive<\/strong> at the office<\/li>\n   <li>Where s\/he must <strong>park<\/strong><\/li>\n   <li>How s\/he will<strong> access<\/strong> the building<\/li>\n   <li>What your company\u2019s <strong>dress code<\/strong> is<br><\/li>\n  <\/ul>\n  <p>(Source: <a href=\"http:\/\/www.hrpulse.co.za\/first-months2\/induction\/229077-why-is-induction-so-important\" rel=\"nofollow noopener\" target=\"_blank\">hrpulse.co.za<\/a>)<\/p>\n <\/div>\n<\/section>\n<section id=\"assign-a-mentor\">\n <h2>Assign a mentor<\/h2>\n <div class=\"text-content\">\n  <p>To ensure your new employee has the opportunity to <strong>seek help and work productively,<\/strong> you should assign a mentor.<\/p>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee Mentor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>They will ensure the employee<strong> quickly learns about the job<\/strong> and has <strong>assistance throughout<\/strong> the process.&nbsp;<\/p>\n  <p>It is important to<strong> find a good candidate for mentoring<\/strong>, you can check out these 15&nbsp;<a href=\"http:\/\/humanresources.about.com\/od\/coachingmentori2\/qt\/formal_mentor.htm\" rel=\"nofollow noopener\" target=\"_blank\">characteristics of a successful mentor<\/a>&nbsp;to ensure you find the right fit.<\/p>\n  <p>(Source: <a href=\"http:\/\/humanresources.about.com\/od\/glossarym\/g\/mentoring.htm\" rel=\"nofollow noopener\" target=\"_blank\">humanresources.about.com<\/a>)<\/p>\n <\/div>\n<\/section>\n<section id=\"take-out-to-lunch\">\n <h2>Take out to lunch<\/h2>\n <div class=\"text-content\">\n  <p>You should<strong> take your new employee out for lunch<\/strong>. If you have already introduced them to their mentor it might be a good idea to <strong>have lunch with both of them<\/strong>.<\/p>\n  <p>Avoid discussing work during this time, it should be <strong>purely about getting to know one another<\/strong>.<\/p>\n <\/div>\n<\/section>\n<section id=\"first-week\">\n <h2>First week:<\/h2>\n<\/section>\n<section id=\"assign-first-project\">\n <h2>Assign first project<\/h2>\n <div class=\"text-content\">\n  <p>Once your new employee has settled in, got to know the team and feels comfortable in the workplace you should<strong> assign their first project<\/strong>.<\/p>\n  <p>This will ensure they <strong>learn the job hands on<\/strong> and <strong>feel valuable<\/strong> to the company, <strong>rather than doing menial tasks<\/strong>.<\/p>\n  <p>Using the Members form field below,&nbsp;<strong>assign the individual who will approve the first project assignment<\/strong>.<\/p>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Who will approve the first project assignment? <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-first-project\">\n <h2>Approval: First project<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/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\">\n        <span class=\"title\">Assign first project<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"explain-expectations-for-the-following-month\">\n <h2>Explain expectations for the following month<\/h2>\n <div class=\"text-content\">\n  <p>You have already explained the <strong>overall expectations,<\/strong> but now it's time to let your employee <strong>know the specifics<\/strong>.&nbsp;<\/p>\n  <p>Refer to the<strong> job description<\/strong> and <strong>make a plan for your employee<\/strong> to follow; let them know exactly<strong> what they will be expected to do<\/strong>. If possible, notify them of any<strong> upcoming projects and predicted workflow<\/strong>.<\/p>\n <\/div>\n<\/section>\n<section id=\"meet-to-check-over-paperwork\">\n <h2>Meet to check over paperwork<\/h2>\n <div class=\"text-content\">\n  <p>Schedule a meeting with the <strong>employee and a member from the HR team<\/strong> to ensure all the<strong> forms are filled and correct<\/strong>.<strong> Record the date<\/strong> of the meeting in the <strong>form field<\/strong> below.<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> First Week Meeting <\/label>\n   <div class=\"date-container\">\n    <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  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>Use this time to let your employee know if there is <strong>any other paperwork<\/strong> for them to fill in including <strong>tax forms<\/strong>.<\/p>\n  <p>Ask a member from the HR team to<strong> explain everything<\/strong> to your employee and<strong> tell them about the specifics<\/strong>. Let the new employee know he\/she is <strong>encouraged to ask any questions<\/strong> and can use this time to <strong>discuss any and all work related paperwork issues<\/strong>.<\/p>\n <\/div>\n<\/section>\n<section id=\"first-month\">\n <h2>First month:<\/h2>\n<\/section>\n<section id=\"plan-checkin-meetings\">\n <h2>Plan check-in meetings<\/h2>\n <div class=\"text-content\">\n  <p>You should schedule meetings with the employee<strong> for the first month<\/strong>. Use this time to address any <strong>issues and concerns<\/strong> your employee might have. You should also spend the meetings offering some<strong> constructive criticism and advice<\/strong> on different tasks.&nbsp;<\/p>\n  <p>A good way to schedule these meetings is by using <a href=\"https:\/\/www.process.st\/2014\/05\/how-to-manage-small-business-calendars-in-the-cloud\/\" target=\"_blank\" rel=\"nofollow noopener\">Google Calendar<\/a>. Add your employee to the event and make sure you are<strong> both ready for the meeting<\/strong>.<\/p>\n <\/div>\n<\/section>\n<section id=\"explain-longterm-goals\">\n <h2>Explain long-term goals<\/h2>\n <div class=\"text-content\">\n  <p>There are some <strong>long term goals<\/strong> your company is moving towards. You should let your employee know <strong>where s\/he fits in the picture<\/strong>.&nbsp;<\/p>\n  <p>Letting your employee know that he\/she is involved in some long term goals will <strong>make them feel more secure<\/strong> and understand the mission<strong> they are working to achieve<\/strong>.<\/p>\n <\/div>\n<\/section>\n<section id=\"provide-reading-material-for-personal-growth\">\n <h2>Provide reading material for personal growth<\/h2>\n <div class=\"text-content\">\n  <p>Now that you have decided <strong>where exactly your new employee fits in<\/strong> you should encourage them to <strong>further their knowledge<\/strong> in the field. Ask them to <strong>read books, articles and magazines<\/strong> about the appropriate themes.<\/p>\n <\/div>\n<\/section>\n<section id=\"encourage-them-to-socially-interact-with-the-team\">\n <h2>Encourage them to socially interact with the team<\/h2>\n <div class=\"text-content\">\n  <p>Have your new employee <strong>interact with the team<\/strong>. If the team members interact with each other they will <strong>work together much better<\/strong>. Perhaps you can organize some <strong>out of work activities<\/strong> for the team to make sure they <strong>build good relationships<\/strong> and <strong>enjoy operating as a team<\/strong>.<\/p>\n <\/div>\n<\/section>\n<section id=\"review-onboarding-process-over-the-next-60-days\">\n <h2>Review onboarding process over the next 60 days<\/h2>\n <div class=\"text-content\">\n  <p>Once the employee is settled in and feels more comfortable in the workplace it's time for you to <strong>review your onboarding process<\/strong>. Evaluate&nbsp;the steps that <strong>do and don't work<\/strong> for you.<\/p>\n  <p>Ask your employee for their opinion, perhaps <strong>create a survey<\/strong> and hear their thoughts to<strong> improve your onboarding<\/strong> process in the future.<\/p>\n  <p>Once you've got your results, create a new employee onboarding checklist here in <a href=\"process.st\" target=\"_blank\" rel=\"nofollow noopener\">Process Street<\/a>&nbsp;to work through in the future.<\/p>\n <\/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=\"http:\/\/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  <\/ul>\n <\/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\/checklist\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/www.process.st\/checklist\/restaurant-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Restaurant Employee Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/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\/checklist\/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\/checklist\/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\/checklist\/retail-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Retail Employee Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: If you've ever joined a new company and been unsure how you fit in, you'll know the benefits of employee onboarding. For managers, however, the gains are more quantifiable. They include: Better job performance Greater commitment to the organization Reduced stress Higher job satisfaction Better retention (and associated cost savings) The cost of hiring [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3576,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udc68\u200d\ud83d\udcbc","cover_icon_url":"","tasks_count":"32","template_description":"Ensure consistency for every new hire you take on.","template_id":"gvbpPV_rDHpnJ8EP5jFE5Q","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Before first day:","task_slug_1":"before-first-day","task_2":"Prepare paperwork","task_slug_2":"prepare-paperwork","task_3":"Approval: Employee paperwork","task_slug_3":"approval-employee-paperwork","task_4":"Discuss role, goals and projects with 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