An onboarding checklist is a useful tool for ensuring that new employees are properly introduced to their new workplace and have everything they need to start their job. Here is a template for an onboarding checklist:
Pre-Start:
Send welcome email to the new employee
Provide a copy of the employment contract and other relevant documents
Ensure that the new employee has completed all pre-employment paperwork, such as tax forms and benefits enrollment
Order necessary equipment and software (computer, phone, etc.)
Reserve office or workspace, if applicable
First Day:
Greet the new employee and give them a tour of the workplace
Introduce the new employee to their colleagues and key personnel
Review the employee handbook and company policies
Provide access to necessary software and systems
Set up the new employee's email and other accounts
Review the employee's job duties and responsibilities
Schedule any necessary training or meetings
Provide an overview of the company's mission, values, and culture
First Week:
Review and clarify the employee's goals and performance expectations
Set up a regular check-in schedule
Introduce the employee to their department and team
Review any ongoing projects or tasks
Provide an overview of the company's products or services
Schedule a meeting with HR to discuss benefits and other HR-related matters
First Month:
Set up a meeting with the employee's manager to review performance and goals
Provide additional training or resources as necessary
Schedule a team-building activity or social event
Provide additional feedback and support as needed
Review any feedback from the employee and make necessary adjustments to the onboarding process
The onboarding checklist should be tailored to the specific needs of the company and the new employee. It is important to keep the new employee's progress and feedback in mind and adjust the onboarding process as necessary.
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