Free Sample Procedure Template

Procedure

1. Purpose:

To provide a structured and efficient process for integrating new employees into [Your Company Name], ensuring they understand their roles, the company culture, and have the tools and resources needed to succeed.

2. Scope:

This procedure applies to all new hires within the corporate office.

3. Responsibilities:

  • HR Manager: Oversees the onboarding process and ensures all steps are completed.

  • Hiring Manager: Provides role-specific training and support.

  • New Employee: Completes required paperwork and participates in training sessions.

4. Materials/Tools Needed:

  • New hire checklist

  • Employee handbook

  • IT equipment and access credentials

  • Training materials and schedule

5. Procedure:

Pre-Arrival Preparation:

  1. HR Preparation:

    • Send a welcome email to the new employee with their start date, time, and instructions for their first day.

    • Prepare the new hire’s workspace, including office supplies, computer, and necessary software.

    • Arrange for necessary IT equipment and access credentials.

  2. Manager Preparation:

    • Schedule initial meetings and training sessions for the new hire.

    • Prepare an introduction to the team and assign a mentor or buddy if applicable.

First Day:

  1. Welcome and Introduction:

    • Greet the new employee upon arrival and provide a tour of the office.

    • Introduce the new employee to their team and key personnel.

  2. Paperwork and Documentation:

    • Complete required HR paperwork, including tax forms, benefits enrollment, and confidentiality agreements.

    • Provide the new hire with an employee handbook and review key policies and procedures.

  3. IT Setup:

    • Set up the new employee’s computer, email, and other necessary software.

    • Provide training on the use of office equipment and IT systems.

Initial Training:

  1. Orientation:

    • Conduct an orientation session to introduce the company’s mission, values, and organizational structure.

    • Review company policies, including safety procedures, workplace conduct, and attendance.

  2. Role-Specific Training:

    • Provide training on the new employee’s specific job duties, tools, and systems.

    • Arrange meetings with key stakeholders and team members to discuss projects and expectations.

Ongoing Support:

  1. Mentorship:

    • Ensure the new hire’s mentor or buddy provides regular support and guidance.

    • Schedule check-ins to address any questions or concerns.

  2. Performance Reviews:

    • Conduct a 30-day, 60-day, and 90-day performance review to assess progress and provide feedback.

    • Discuss any additional training or resources needed.

Feedback and Improvement:

  1. Collect Feedback:

    • Ask the new employee to provide feedback on their onboarding experience.

    • Use feedback to identify areas for improvement in the onboarding process.

  2. Update Procedures:

    • Revise the onboarding process as needed based on feedback and changes in company policies or procedures.

Record Keeping:

  1. Documentation

    • Maintain records of the new hire’s paperwork, training sessions, and performance reviews.

    • Store records in the employee’s personnel file for future reference.

6. Safety or Compliance Considerations:

  • Ensure all onboarding activities comply with employment laws and regulations.

  • Address any specific safety training required for the new hire’s role.

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