{"id":9305,"date":"2016-12-31T04:42:01","date_gmt":"2016-12-31T04:42:01","guid":{"rendered":"https:\/\/www.process.st\/templates\/employee-onboarding-checklist-7\/"},"modified":"2024-02-28T20:50:11","modified_gmt":"2024-02-28T20:50:11","slug":"employee-onboarding-checklist-7","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employee-onboarding-checklist-7\/","title":{"rendered":"Executive Director On boarding Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p7jdvXgNQTmePJcSbfVKIQ.png\" alt=\"Introduction\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p7jdvXgNQTmePJcSbfVKIQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/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<\/li>\n<li>Greater commitment to the organization<\/li>\n<li>Reduced stress<\/li>\n<li>Higher job satisfaction<\/li>\n<li>Better retention (and associated cost savings)<\/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<\/p><\/div>\n<\/section>\n<section id=\"before-first-day\">\n<h2> Before first day: <\/h2>\n<\/section>\n<section id=\"prepare-paperwork\">\n<h2> Prepare paperwork <\/h2>\n<div class=\"text-content\">\n<p>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<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of Hire <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Contact Details <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Empoyee Extra Informaiton <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/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<\/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      W-4\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      I-9\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      Insurance forms\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      Direct deposit forms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The non-disclosure agreement\n    <\/div>\n<\/li>\n<\/ul><\/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><\/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<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Role <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Goals <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Appropriate Projects <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-employees-workstation\">\n<h2> Prepare employee's workstation <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ssJXCWouXXfhnqH_NXpNZg.jpg\" alt=\"Prepare employee's workstation\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ssJXCWouXXfhnqH_NXpNZg.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\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<\/p><\/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<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Wifi Password <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Email List of Co-Workers <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Department Phone Numbers <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/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<\/p><\/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<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Company Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Company Phone Line <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Company Social Accounts <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/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<\/p><\/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<\/p><\/div>\n<\/section>\n<section id=\"prepare-benefits-package\">\n<h2> Prepare benefits package <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vmDlZApxnh5kAFfvzTNPyw.png\" alt=\"Prepare benefits package\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vmDlZApxnh5kAFfvzTNPyw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\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<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Benefits Package <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"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>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<\/p><\/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<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Detailed Job Description <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"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 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<\/p><\/div>\n<\/section>\n<section id=\"first-day\">\n<h2> First day: <\/h2>\n<\/section>\n<section id=\"welcome-to-the-team\">\n<h2> Welcome to the team <\/h2>\n<div class=\"text-content\">\n<p>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<\/p><\/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<\/p><\/div>\n<\/section>\n<section id=\"explain-your-expectations\">\n<h2> Explain your expectations <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hgyo9ycSA4_hNnVpO9BH0w.jpg\" alt=\"Explain your expectations\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hgyo9ycSA4_hNnVpO9BH0w.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\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<\/p><\/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:<\/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<\/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<\/p><\/div>\n<\/section>\n<section id=\"assign-a-mentor\">\n<h2> Assign a mentor <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t33XekvFK_Pk31Ube0hPIg.png\" alt=\"Assign a mentor\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t33XekvFK_Pk31Ube0hPIg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\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<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Mentor <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/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<\/p><\/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<\/p><\/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><\/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<\/p><\/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<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First Week Meeting <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"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>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<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tEPOQ1GMDkWo_oWYDtNBYA.gif\" alt=\"Meet to check over paperwork\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tEPOQ1GMDkWo_oWYDtNBYA.gif\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/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<\/p><\/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<\/p><\/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<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uqKcz8HkC8NXGZWtxphPxg.png\" alt=\"Provide reading material for personal growth\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uqKcz8HkC8NXGZWtxphPxg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/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=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qk3CnBb0Xwh2qJkksb5MsQ.jpg\" alt=\"Encourage them to socially interact with the team\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qk3CnBb0Xwh2qJkksb5MsQ.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\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<\/p><\/div>\n<\/section>\n<section id=\"review-onboarding-process-over-the-next-60-days\">\n<h2> Review onboarding process over the next 60 days <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tm5kJpTNVNGqOIP4jERKQw.png\" alt=\"Review onboarding process over the next 60 days\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tm5kJpTNVNGqOIP4jERKQw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\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<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2> Sources: <\/h2>\n<div class=\"text-content\">\n<p><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><\/p>\n<p><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><\/p>\n<p><a href=\"http:\/\/www.expertsupervisor.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Expert Supervisor <\/a>- <a href=\"\/\/www.expertsupervisor.com\/article.aspx?ID=pub_OrientingNew&amp;scope=pub\" rel=\"nofollow noopener\" target=\"_blank\">New Employee Orientation Checklist<\/a><\/p>\n<p><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><\/p>\n<p><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><\/p>\n<p><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><\/p>\n<p><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><\/p>\n<p><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\" target=\"_blank\" rel=\"nofollow noopener\">Why is induction so important<\/a><\/p>\n<p><a href=\"https:\/\/twitter.com\/SusanHeathfield\" target=\"_blank\" rel=\"nofollow noopener\">Susan Heathfield<\/a>&nbsp;- <a href=\"http:\/\/humanresources.about.com\/od\/glossarym\/g\/mentoring.htm\" target=\"_blank\" rel=\"nofollow noopener\">Use Mentoring to Develop Employees<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"relevant-checklists\">\n<h2> Relevant Checklists: <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/www.process.st\/templates\/restaurant-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Restaurant Employee Onboarding Checklist<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/salesperson-onboarding-checklist-for-startups\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesperson Onboarding Checklist for Startups<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/developer-onboarding-checklist-for-startups\/\" rel=\"nofollow noopener\" target=\"_blank\">Developer Onboarding Checklist for Startups<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Checklist<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/retail-employee-onboarding-checklist\/\" target=\"_blank\" rel=\"nofollow noopener\">Retail Employee Onboarding Checklist<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding<\/a><\/p>\n<\/p><\/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":6730,"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":"29","template_description":"Run this employee onboarding checklist for every new hire you take on","template_id":"g9LE1nDLmAJSQTAJFHtDPA","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":"Discuss role, goals and projects with supervisor","task_slug_3":"discuss-role-goals-and-projects-with-supervisor","task_4":"Prepare employee's 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