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:
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HR Manager: Oversees the onboarding process and ensures all steps are completed.
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Hiring Manager: Provides role-specific training and support.
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New Employee: Completes required paperwork and participates in training sessions.
4. Materials/Tools Needed:
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New hire checklist
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Employee handbook
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IT equipment and access credentials
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Training materials and schedule
5. Procedure:
Pre-Arrival Preparation:
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HR Preparation:
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Send a welcome email to the new employee with their start date, time, and instructions for their first day.
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Prepare the new hire’s workspace, including office supplies, computer, and necessary software.
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Arrange for necessary IT equipment and access credentials.
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Manager Preparation:
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Schedule initial meetings and training sessions for the new hire.
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Prepare an introduction to the team and assign a mentor or buddy if applicable.
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First Day:
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Welcome and Introduction:
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Greet the new employee upon arrival and provide a tour of the office.
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Introduce the new employee to their team and key personnel.
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Paperwork and Documentation:
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Complete required HR paperwork, including tax forms, benefits enrollment, and confidentiality agreements.
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Provide the new hire with an employee handbook and review key policies and procedures.
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IT Setup:
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Set up the new employee’s computer, email, and other necessary software.
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Provide training on the use of office equipment and IT systems.
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Initial Training:
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Orientation:
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Conduct an orientation session to introduce the company’s mission, values, and organizational structure.
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Review company policies, including safety procedures, workplace conduct, and attendance.
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Role-Specific Training:
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Provide training on the new employee’s specific job duties, tools, and systems.
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Arrange meetings with key stakeholders and team members to discuss projects and expectations.
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Ongoing Support:
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Mentorship:
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Ensure the new hire’s mentor or buddy provides regular support and guidance.
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Schedule check-ins to address any questions or concerns.
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Performance Reviews:
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Conduct a 30-day, 60-day, and 90-day performance review to assess progress and provide feedback.
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Discuss any additional training or resources needed.
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Feedback and Improvement:
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Collect Feedback:
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Ask the new employee to provide feedback on their onboarding experience.
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Use feedback to identify areas for improvement in the onboarding process.
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Update Procedures:
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Revise the onboarding process as needed based on feedback and changes in company policies or procedures.
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Record Keeping:
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Documentation
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Maintain records of the new hire’s paperwork, training sessions, and performance reviews.
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Store records in the employee’s personnel file for future reference.
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6. Safety or Compliance Considerations:
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Ensure all onboarding activities comply with employment laws and regulations.
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Address any specific safety training required for the new hire’s role.