New Employee Onboarding Action Plan

---

Prepared By:

[YOUR NAME]
[YOUR COMPANY NAME]

---

Objective

The New Employee Onboarding Action Plan is designed to facilitate a smooth and effective transition for new hires, ensuring they feel welcomed, supported, and equipped with the necessary tools and knowledge to succeed in their roles. This comprehensive plan covers all aspects of the onboarding process, from pre-arrival preparation to ongoing development after the initial months, fostering a sense of belonging and engagement with the organization.

---

1. Pre-Onboarding (Before the First Day)

Action Items

Prepare the Workplace:

• Ensure the new hire’s workspace is set up (desk, chair, computer, phone, email accounts, necessary software).

• Provide access to internal tools, systems, and communication platforms (HR portal, Slack, etc.).

• Set up security access (ID badges, building access cards, etc.).

Documentation:

• Send a welcome email containing the start date, location, agenda for the first day, and any necessary documents.

• Provide pre-arrival paperwork (tax forms, benefits enrollment forms, and company policies).

• Share the employee handbook or other relevant documents for understanding company culture and values.

---

2. Day 1 - Introduction and Orientation

Action Items

Welcome, and Introduction:

• Greet the new employee with a welcome kit, including company swag, a list of key contacts, and orientation materials.

• Introduce the new hire to key team members, leaders, and mentors.

Company Overview:

• HR presents an overview of the company’s history, mission, vision, values, and organizational structure.

• Review benefits, policies, safety protocols, and compliance training (e.g., data protection, workplace safety).

Office Tour:

• Take the employee on a tour of the office (if applicable), showing key locations like bathrooms, kitchens, and emergency exits.

• Explain workplace etiquette and team dynamics.

---

3. Week 1 - Role-Specific Training

Action Items

Job Responsibilities:

• Meet with the hiring manager to review the employee’s job description, expectations, and immediate goals.

• Assign initial tasks or projects, ensuring they align with the employee's role and skillset.

Training and Development:

• Provide training sessions on key systems, tools, and software relevant to the employee’s role.

• Provide access to internal knowledge bases and training resources.

Team Integration:

• Schedule one-on-one meetings with key team members to discuss how the employee’s role contributes to the team and organizational goals.

• Allow the employee to attend a team meeting to observe team dynamics and workflows.

---

4. Week 2 - Performance and Feedback

Action Items

Check-In Meeting:

HR and the hiring manager meet with the employee to discuss their experiences, provide feedback, and address any questions or concerns.

Additional Training:

Offer follow-up training on job-specific tasks or software, addressing any areas where the employee may need more support.

Project Assignment:

Provide a larger, more complex project or task to demonstrate the employee’s capabilities and help build confidence.

---

5. Month 1 - Continued Integration and Goal Setting

Action Items

Performance Review:

• Conduct a formal performance review to assess the employee’s progress, achievements, and any areas for improvement.

• Set both short-term and long-term goals with the employee.

Feedback Session:

• Gather feedback from the employee regarding their onboarding experience and identify opportunities for improvement.

Social Integration:

• Encourage the employee to participate in team-building activities, lunches, or company-wide events to foster connections with colleagues.

• Arrange a casual coffee or lunch meeting with senior leadership or key team members.

---

6. Month 3 - Continued Development and Engagement

Action Items

Progress Review:

• Conduct a follow-up meeting to review progress toward performance goals and offer feedback.

• Discuss any additional support needed or challenges faced.

Professional Development:

Offer opportunities for additional professional development, such as attending workshops, conferences, or enrolling in relevant training courses.

Team Feedback:

Request feedback from the employee’s colleagues and team members regarding their contributions, integration, and team dynamics.

---

7. Ongoing Support (After 3 Months)

Action Items:

Continuous Training:

Provide ongoing professional development opportunities, including leadership training, skill-building workshops, and cross-functional training.

Employee Engagement:

Maintain regular one-on-one meetings between the new employee and their manager to monitor job satisfaction, discuss career goals, and provide ongoing support.

Career Development:

Set long-term career goals and discuss potential growth opportunities within the organization.

---

Timeline Overview

Phase	Action	Timeline
Pre-Onboarding	Prepare workspace, send documentation, welcome email	Before Day 1
Day 1	Introduction to company, workspace tour, policy review	First day
Week 1	Training, team integration, mentor assignment	1st week
Week 2	Performance feedback, additional training	2nd week
Month 1	Performance review, goal setting, social integration	End of 1st month
Month 3	Progress review, professional development, team feedback	End of 3rd month
Ongoing Support	Continuous feedback, development opportunities	After 3 months

Plan Templates @ Template.net