Checklist Item | Completed |
---|---|
Greet new employees and provide a warm welcome. | |
Introduce the employee to key team members and immediate colleagues. | |
Provide an overview of the company, its mission, vision, and values. | |
Discuss the company's culture, work hours, and workplace etiquette. |
Checklist Item | Completed |
---|---|
Review the job description, roles, and responsibilities. | |
Outline expectations for performance, goals, and upcoming projects. | |
Introduce KPIs and probation objectives. |
Checklist Item | Completed |
---|---|
Assign a workstation, desk, or office. | |
Provide necessary equipment (e.g., computer, phone, access cards). | |
Guide the employee on how to use office equipment (printers, scanners, etc.). | |
Provide company system login credentials. |
Checklist Item | Completed |
---|---|
Review the employee handbook. | |
Go over company policies on attendance, dress code, and breaks. | |
Cover HR policies, including leave requests, sick days, and holidays. | |
Understand confidentiality agreements or data protection policies. |
Checklist Item | Completed |
---|---|
Introduce emergency procedures (fire exits, first-aid kits, etc.). | |
Identify safety officers and emergency contacts. | |
Provide an overview of health and safety practices relevant to the workspace. | |
Review applicable COVID-19 or health guidelines. |
Checklist Item | Completed |
---|---|
Set up company email and relevant communication tools. | |
Provide access to software, databases, and other digital resources. | |
Arrange training on company systems or specific software, if needed. | |
Verify access to internal portals like intranet or HR systems. |
Checklist Item | Completed |
---|---|
Ensure completion of employment forms (tax forms, direct deposit forms). | |
Set up payroll information and explain the pay schedule. | |
Review benefits package, including health insurance and retirement plans. | |
Discuss available employee assistance programs. |
Checklist Item | Completed |
---|---|
Schedule initial job training sessions. | |
Provide access to relevant training materials, manuals, or online courses. | |
Introduce the new employee to any mentors or training supervisors. | |
Explore ongoing training and development opportunities. |
Checklist Item | Completed |
---|---|
Show the new employee around the workspace, including: | |
- Restrooms | |
- Break areas or cafeteria | |
- Meeting rooms | |
- Any other relevant areas. |
Checklist Item | Completed |
---|---|
Review initial goals and expectations for the first month. | |
Set up regular check-ins or one-on-one meetings with the supervisor. | |
Schedule a follow-up meeting to address any questions or concerns after the first week. | |
Confirm understanding and address questions. |
Employee Signature | Supervisor Signature | Date of Completion |
---|---|---|
Templates
Templates