HR New Hire Onboarding Checklist

HR New Hire Onboarding Checklist

Ensure a smooth transition for new employees with this comprehensive checklist, designed for a successful onboarding experience.

Name

    Phone number

      Email

        Pre-Onboarding Tasks

        • Send welcome email with first-day details.

        • Set up IT equipment (laptop, phone, software access).

        • Prepare workspace (desk, chair, office supplies).

        • Assign a mentor or buddy for the new hire.

        • Create a welcome package (company swag, handbook).

        First Day Activities

        • Conduct orientation session covering company values and mission.

        • Introduce to team members and key personnel.

        • Review company policies (attendance, dress code, etc.).

        • Provide an overview of the organizational structure.

        • Tour the office facilities (break room, restrooms, exits).

        Training and Development

        • Schedule role-specific training sessions.

        • Provide access to online learning platforms or resources.

        • Set up regular check-ins with the supervisor.

        • Introduce ongoing development programs (mentoring, workshops).

        • Review performance expectations and evaluation process.

        Administrative Tasks

        • Complete necessary paperwork (tax forms, NDA, benefits enrollment).

        • Review employment agreements and non-compete clauses.

        • Set up payroll information and direct deposit.

        • Confirm emergency contact information is on file.

        • Enroll in health and wellness programs.

        Follow-Up

        • Schedule check-ins at 30, 60, and 90 days.

        • Gather feedback on the onboarding experience via survey.

        • Encourage participation in team-building activities.

        • Review initial performance and address any questions.

        • Discuss long-term career goals and development plans.

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