{"id":9690,"date":"2017-01-27T03:31:05","date_gmt":"2017-01-27T03:31:05","guid":{"rendered":"https:\/\/www.process.st\/templates\/new-employee-onboarding-checklist-add-full-name-here\/"},"modified":"2024-02-28T20:49:47","modified_gmt":"2024-02-28T20:49:47","slug":"new-employee-onboarding-checklist-add-full-name-here","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/new-employee-onboarding-checklist-add-full-name-here\/","title":{"rendered":"New Employee Onboarding Checklist (ADD FULL NAME HERE)"},"content":{"rendered":"<section id=\"before-first-day\">\n<h2> Before first day: <\/h2>\n<\/section>\n<section id=\"send-a-welcome-to-the-company-email\">\n<h2> Send a 'welcome to the company' email <\/h2>\n<div class=\"text-content\">\n<p>Confirm the hiring by <strong>sending a welcome email<\/strong> to your new employee. See the <strong>email widget<\/strong> below for a<strong> sample email<\/strong> which you could use.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"add-new-hire-start-date-to-calendars\">\n<h2> Add new hire start date to calendars <\/h2>\n<\/section>\n<section id=\"give-building-access\">\n<h2> Give building access <\/h2>\n<div class=\"text-content\">\n<p>Now you should <strong>ensure<\/strong> that the <strong>new hire will have access<\/strong> to <strong>all sections<\/strong> of the building which <strong>they require<\/strong> on their first day. Decide what the <strong>new hire needs<\/strong>&nbsp;from the following <strong>sub-checklist<\/strong>, and arrange for them to receive these items.<\/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      Key\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      Building Card\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"send-welcome-email-with-first-week-agenda\">\n<h2> Send Welcome Email with First Week Agenda <\/h2>\n<div class=\"text-content\">\n<p>Hi _____________,&nbsp;<\/p>\n<p>Looking forward to seeing you on _____ at 9am. [MANAGER NAME] has your first few days packed with training and will share more directly on your first day. We've set up your Noticed email address. Here it is: <a href=\"mailto:name@wearenoticed.com\" rel=\"nofollow noopener\" target=\"_blank\">name@wearenoticed.com<\/a><\/p>\n<p>Your first-day agenda is below, and we have sent over some calendar invites once you sync up with your email. In case you forgot, we are located in WeWork 1900 Market Street, Philadelphia PA 19103.&nbsp; If you have any questions in the meantime, don't hesitate to reach out.&nbsp;<\/p>\n<p>Below is the agenda for your first day:<\/p>\n<ul>\n<li>9:00-10:00am: Report to&nbsp;Adam<\/li>\n<li>10:00-11:00: Tools&nbsp;&amp; Systems set up<\/li>\n<li>11:00-1:00: Company on-boarding<\/li>\n<li>1:00-2:00: Roles &amp; Responsibilities<\/li>\n<li>2:00-3:00: One-on-One with Manager<\/li>\n<li>4:30-5:30: One-on-One with Adam<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"introduce-to-team\">\n<h2> Introduce to Team <\/h2>\n<div class=\"text-content\">\n<p>Hey Team:<\/p>\n<p>I\u2019d like to introduce you to our newest employee. ABC NAME has accepted our offer of employment as a TITLE. His first day is (DATE). Please join us at 4 pm in the main conference lobby for appetizers and drinks to meet NAME and welcome him to the company on his first day.&nbsp;I'd like everyone to give a warm welcome to ABC NAME to the Noticed family and make sure to set sometime out of your schedules to meet each other.&nbsp;<\/p>\n<p>[New employee] has recently joined us from [information about recent relevant employment background].<\/p>\n<p>You can reach [new employee] at:<\/p>\n<p>[phone number]<br \/>[email address]<\/p>\n<p>Thanks for joining me in welcoming NAME to the team.<\/p>\n<p>Regards,<br \/>Adam Butt<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"invite-to-tools-we-use\">\n<h2> Invite to tools we use <\/h2>\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      Zane Benefits\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      Gusto (Contact Kregel Accounting)\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      Slack\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      Active Collab\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      Pandadoc\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      Hubspot CRM\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      Buffer\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      Trackduck\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      Invisionapp\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      Proposify\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      Harvest &amp; Forecast\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      Dialpad\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       13\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      Uberconference\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       14\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      Calendly\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       15\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create Email Address &amp; Signature\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"employee-setup-checklist-payroll-benefits-etc\">\n<h2> Employee setup checklist (Payroll, Benefits etc) <\/h2>\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      Non-Compete &amp; NDA\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      Sign Confidentiality Agreement\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Sign-off form on using laptop equipment\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      Setup in zanebenfits\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      Gusto Payroll\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      Email Yanan employment contract\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      Get passport\/drivers license copy\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      Select health and benefits\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Start Date\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Salary\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Department\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      SSN Number\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Date of Birth\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Address\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Emergency Contact\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"add-them-to-the-recurring-calendar-meetings\">\n<h2> Add them to the recurring calendar meetings <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/docs.google.com\/a\/wearenoticed.com\/document\/d\/1fUfzWekgaZhsrrmj6kfkz39O3NF4DDHQ9xyu9WrHbc4\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/docs.google.com\/a\/wearenoticed.com\/document\/d\/1fUfzWekgaZhsrrmj6kfkz39O3NF4DDHQ9xyu9WrHbc4\/edit?usp=sharing<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-quarterly-reviews-with-employee-in-calendar-and-cc\">\n<h2> Schedule quarterly reviews with employee in calendar and cc <\/h2>\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><\/div>\n<\/section>\n<section id=\"announce-on-fb-instagram-twitter-and-linked-tag-them-on-linkedin\">\n<h2> Announce on FB, Instagram, twitter and linked (tag them on Linkedin) <\/h2>\n<\/section>\n<section id=\"tour-of-the-office-if-onsite\">\n<h2> Tour of the office (If Onsite) <\/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>WeWork: Get an Access Card &amp; Office Key<\/li>\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=\"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>\n<p>Agenda:<\/p>\n<ul>\n<li>Discuss my style and vision as a CEO&nbsp;<\/li>\n<li>Discuss my open-door policy and never to keep things a secret, come to me a talk about anything i.e. issues, improvements, leaving etc<\/li>\n<li>My objective for them and what I want them to aim for with the company in 12-24 months.&nbsp;<\/li>\n<\/ul><\/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=\"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=\"read-knowledge-sharing-company-and-department-handbooks\">\n<h2> Read knowledge sharing company and department handbooks <\/h2>\n<div class=\"text-content\">\n<p><strong>Read our company handbook inside Noticed HQ project, go to the files section.<\/strong><\/p>\n<p><a href=\"https:\/\/app.activecollab.com\/142973\/projects\/10\/notes?modal=Note-40-10-0\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/3.basecamp.com\/3584767\/buckets\/1718680\/vaults\/269741258<\/a><\/p>\n<p><strong>Read your department handbook located in basecamp Team sections,&nbsp;go to the files section.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"setup--walkthrough-of-tools-we-use\">\n<h2> Setup &amp; Walkthrough of tools we use <\/h2>\n<\/section>\n<section id=\"dialpad-create-greeting-voicemail\">\n<h2> Dialpad: Create greeting voicemail <\/h2>\n<div class=\"text-content\">\n<p><strong>Template message:<\/strong><\/p>\n<p>Thank you for calling Noticed. You've reached the voicemail of FULL NAME. I\u2019m currently unavailable to take your call right now. Please leave your name, telephone number and a message and I will get back to you as soon as possible. Thanks and have a great day!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"add-them-to-content-and-social-media-calendar-on-buffer\">\n<h2> Add them to content and social media calendar on buffer <\/h2>\n<div class=\"text-content\">\n<p>Employee needs to be added to the companies content and social contribution calendar.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"join-shopify-plus-slack-group--facebook-page\">\n<h2> Join Shopify Plus Slack Group &amp; Facebook Page <\/h2>\n<div class=\"text-content\">\n<p><a href=\"http:\/\/shopifypluspartners.slack.com\/\" rel=\"nofollow\">shopifypluspartners.slack.com<br \/><\/a><br \/><a href=\"https:\/\/www.facebook.com\/groups\/shopifypluscommunity\/\" rel=\"nofollow\">https:\/\/www.facebook.com\/groups\/shopifypluscommunity\/<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"update-your-linkedin-profile-with-your-new-position\">\n<h2> Update Your Linkedin Profile with your new position <\/h2>\n<div class=\"text-content\">\n<p>Make sure to brag about your new position with Noticed. Remember we are all part of a team here, we want our employees to be seen as the best in the industry because we only hire the best talent. \ud83d\ude42<\/p>\n<p>Below is our Linkedin Page, make sure you search for the correct company name ''Noticed''.&nbsp;<\/p>\n<p><a href=\"https:\/\/www.linkedin.com\/company\/10452215?trk=prof-0-ovw-curr_pos\" rel=\"nofollow\">https:\/\/www.linkedin.com\/company\/10452215?trk=prof-0-ovw-curr_pos<br \/><\/a><br \/>Make sure to add the following:<\/p>\n<p>- Your Title<\/p>\n<p>- Company Description (Use our Linkedin Profile Description)<\/p>\n<p>- Your Role\/Responsibilities.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"stay-in-the-loop-with-our-industry-and-signup-for-newsletters\">\n<h2> Stay in the loop with our industry and sign-up for newsletters. <\/h2>\n<div class=\"text-content\">\n<p>Sign up for newsletters to the following sites to stay in the loop about Shopify and Ecommerce.&nbsp;<\/p>\n<p><a href=\"https:\/\/www.shopify.com\/plus\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.shopify.com\/plus<\/a><\/p>\n<p><a href=\"https:\/\/www.shopify.com\/blog\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.shopify.com\/blog<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-a-manager\">\n<h2> Assign a manager <\/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 manager\" 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=\"explain-expectations\">\n<h2> Explain 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 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>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=\"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>Introduction to the company, its mission, functions and culture.<\/li>\n<li>New employee forms completion.<\/li>\n<li>Benefit plan information, discussion and preliminary enrollment.<\/li>\n<li>Policy reviews\u2014pay periods, travel, training requests.<\/li>\n<li>Administrative procedures reviews\u2014security, computer systems and logins, telephone systems, supplies and equipment.<\/li>\n<li>What<strong>&nbsp;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<li>Discuss open door policy if they ever considering leaving for another position. We want our team to stay with us! \ud83d\ude42<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"first-week\">\n<h2> First week: <\/h2>\n<\/section>\n<section id=\"discuss-role-goals-and-projects-with-manager\">\n<h2> Discuss role, goals and projects with manager <\/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>Create a 30-60-90 day plan for your new hire. What projects should she be expected to complete at each checkpoint? What knowledge should she have?<\/p>\n<p>Any required readings to catch him up to speed with current projects in the company?<\/p>\n<p>What small projects or tasks should the he begin working on?<\/p>\n<p>Which team members should he speak to on the first<br \/>day?<\/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=\"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=\"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=\"arrange-1on1-meetings-with-team\">\n<h2> Arrange 1-on-1 meetings with team <\/h2>\n<div class=\"text-content\">\n<p>Arrange a brief meeting with a <strong>specified agenda<\/strong>. This meeting should <strong>focus solely on the person<\/strong> and ways for them to <strong>execute their goals<\/strong>.&nbsp;<\/p>\n<p>The meeting should last <strong>approximately 30 minutes<\/strong> during which you should address issues, assess the situation, identify goals.<\/p>\n<p>Finish the meeting on a high note by <strong>praising employee<\/strong> on something they did well.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"arrange-endofday-meetings-with-mentor\">\n<h2> Arrange end-of-day meetings with mentor <\/h2>\n<div class=\"text-content\">\n<p>Ensure <strong>meetings between<\/strong> the <strong>employee<\/strong> and their<strong> mentor<\/strong> take place. The meeting should happen at the <strong>end of each day<\/strong> during the <strong>first week<\/strong>.<\/p>\n<p>It will<strong> help the employee<\/strong> understand if they are doing things at the right pace and focusing on the correct tasks, as well as receive clear instructions, advice and constructive criticism to <strong>help them improve<\/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=\"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=\"watch-shopify-plus-demo-video\">\n<h2> Watch Shopify Plus Demo Video <\/h2>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/nkMWk-cRHEw?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    Day 1: Two Day Mini Series- Replatforming and Optimizing Shopify Plus\n  <\/div>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/sRGuiX3fQ7Y?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    Day 2: Two Day Mini Series Replatforming and Optimizing Shopify Plus\n  <\/div>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/1kEio38IPs8?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    Shopify Plus Webinar | THE FUTURE OF ECOMMERCE\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"end-of-week-checkin\">\n<h2> End of Week Check-In <\/h2>\n<div class=\"text-content\">\n<p>Follow-up with new hire to check if they need anything.<\/p>\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<\/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-performance-at-the-end-of-the-month\">\n<h2> Review performance at the end of the month <\/h2>\n<\/section>\n<section id=\"review-and-improvement-employee-onboarding-process\">\n<h2> Review and improvement employee on-boarding process <\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Before first day: Send a 'welcome to the company' email Confirm the hiring by sending a welcome email to your new employee. See the email widget below for a sample email which you could use. Add new hire start date to calendars Give building access Now you should ensure that the new hire will have [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3580,"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":"42","template_description":"Run this employee onboarding checklist for every new hire you take on","template_id":"hH-ktFFu93NxB4JYa7BOHw","task_0":"Before first day:","task_slug_0":"before-first-day","task_1":"Send a 'welcome to the company' email","task_slug_1":"send-a-welcome-to-the-company-email","task_2":"Add new hire start date to calendars","task_slug_2":"add-new-hire-start-date-to-calendars","task_3":"Give building access","task_slug_3":"give-building-access","task_4":"Send Welcome Email with First Week Agenda","task_slug_4":"send-welcome-email-with-first-week-agenda","task_5":"Introduce to Team","task_slug_5":"introduce-to-team","task_6":"Invite to tools we use","task_slug_6":"invite-to-tools-we-use","task_7":"Employee setup checklist (Payroll, Benefits etc)","task_slug_7":"employee-setup-checklist-payroll-benefits-etc","task_8":"Add them to the recurring calendar meetings","task_slug_8":"add-them-to-the-recurring-calendar-meetings","task_9":"Schedule quarterly reviews with employee in calendar and cc","task_slug_9":"schedule-quarterly-reviews-with-employee-in-calendar-and-cc","task_10":"First day:","task_slug_10":"first-day","task_11":"Welcome to the team","task_slug_11":"welcome-to-the-team","task_12":"Announce on FB, Instagram, twitter and linked (tag them on Linkedin)","task_slug_12":"announce-on-fb-instagram-twitter-and-linked-tag-them-on-linkedin","task_13":"Tour of the office (If Onsite)","task_slug_13":"tour-of-the-office-if-onsite","task_14":"Provide a job description with responsibilities","task_slug_14":"provide-a-job-description-with-responsibilities","task_15":"Induct into company culture","task_slug_15":"induct-into-company-culture","task_16":"Take out to lunch","task_slug_16":"take-out-to-lunch","task_17":"Read knowledge sharing company and department handbooks","task_slug_17":"read-knowledge-sharing-company-and-department-handbooks","task_18":"Setup &amp; Walkthrough of tools we use","task_slug_18":"setup--walkthrough-of-tools-we-use","task_19":"Dialpad: Create greeting voicemail","task_slug_19":"dialpad-create-greeting-voicemail","task_20":"Add them to content and social media calendar on buffer","task_slug_20":"add-them-to-content-and-social-media-calendar-on-buffer","task_21":"Join Shopify Plus Slack Group &amp; Facebook Page","task_slug_21":"join-shopify-plus-slack-group--facebook-page","task_22":"Update Your Linkedin Profile with your new position","task_slug_22":"update-your-linkedin-profile-with-your-new-position","task_23":"Stay in the loop with our industry and sign-up for newsletters.","task_slug_23":"stay-in-the-loop-with-our-industry-and-signup-for-newsletters","task_24":"Assign a manager","task_slug_24":"assign-a-manager","task_25":"Explain expectations","task_slug_25":"explain-expectations","task_26":"First week:","task_slug_26":"first-week","task_27":"Discuss role, goals and projects with manager","task_slug_27":"discuss-role-goals-and-projects-with-manager","task_28":"Explain expectations for the following month","task_slug_28":"explain-expectations-for-the-following-month","task_29":"Assign first project","task_slug_29":"assign-first-project","task_30":"Arrange 1-on-1 meetings with team","task_slug_30":"arrange-1on1-meetings-with-team","task_31":"Arrange end-of-day meetings with mentor","task_slug_31":"arrange-endofday-meetings-with-mentor","task_32":"Meet to check over paperwork","task_slug_32":"meet-to-check-over-paperwork","task_33":"Watch Shopify Plus Demo 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