Post-Hiring Employee Checklist

Post-Hiring Employee Checklist


Post-Hiring Employee Checklist

1. Pre-Onboarding Preparation

  • 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.

2. First Day

  • 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.

3. Initial Training

  • 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.

4. Administrative Tasks

  • 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.

5. Follow-Up

  • 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.

6. Long-Term Development

  • Professional Development Plan: Explore further training and growth opportunities in the company.

  • Set Annual Goals: Collaborate on setting longer-term goals for career development.

Notes

  • 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.

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