Send Offer Letter: Confirm acceptance and clarify the start date.
Prepare Workspace: Set up a desk, equipment, and supplies.
Create User Accounts: Set up email, software access, and any necessary accounts.
Organize Orientation Materials: Prepare handbook, training materials, and schedules.
Welcome Email: Send a welcome message with first-day details and a contact point.
Orientation Session: Hold a formal orientation on company policies, procedures, and culture.
Introduce Team Members: Introduce colleagues and key stakeholders.
Provide Employee Handbook: Review essential policies and procedures.
Role-Specific Training: Plan role-specific training sessions for the new employee.
Assign a Mentor or Buddy: Mentor the new hire.
Set Up Performance Goals: Discuss initial performance expectations and objectives.
Complete HR Documentation: Complete all required forms.
Benefits Enrollment: Assist with enrolling in benefits, if applicable.
Compliance Training: Schedule any required compliance or safety training.
Schedule Check-Ins: Schedule regular check-ins for questions or concerns.
Solicit Feedback: Seek feedback on the onboarding process after one week/month.
Review Progress: Conduct a one-month performance review to assess integration and satisfaction.
Professional Development Plan: Explore further training and growth opportunities in the company.
Set Annual Goals: Collaborate on setting longer-term goals for career development.
Customize this checklist based on your company's specific onboarding policies and the nature of the position.
Ensure that the checklist is distributed to relevant departments (HR, IT, Facilities) for seamless onboarding.
Templates
Templates