Employee Onboarding Checklist - Public

Pre-Onboarding:

1. Prepare Welcome Materials:

   • Create a welcome package with essential documents, company policies, and any required forms.
   • Ensure the new employee's workspace is set up and ready.

2. Notify Existing Team Members:

   • Inform current employees about the new hire's start date and role.

3. Technology Setup:

   • Ensure that the new hire's computer, email, and necessary software accounts are ready.

4. Training Materials:

   • Prepare training materials and resources for the new employee's role.

Day 1:

5. Welcome Meeting:

   • Conduct a welcome meeting to introduce the new hire to the team and provide an overview of the company.

6. Paperwork and Documentation:

   • Complete necessary paperwork, including employment contracts, tax forms, and company policies.

7. Office Tour:

   • Provide a tour of the office, highlighting key areas and facilities.

8. Technology Orientation:

   • Assist the new hire in setting up their computer and email accounts.
   • Provide login details for company software and tools.

9. Access and Security:

   • Grant access to relevant systems and ensure the new hire understands security protocols.

First Week:

10. Role Training:

    • Begin training sessions for the new employee's specific role, including job responsibilities and expectations.

11. Company Culture:

    • Introduce the company culture, values, and mission to help the new hire align with the organization.

12. Meet with Key Team Members:

    • Schedule meetings with key team members and departments to foster connections.

13. Assign a Buddy or Mentor:

    • Assign a colleague to serve as a mentor or buddy for the new employee.

First Month:

14. Performance Expectations:

    • Clarify performance expectations, goals, and key performance indicators (KPIs).

15. Training Plan:

    • Develop a training plan with milestones and check-ins to track progress.

16. Feedback and Communication:

    • Encourage open communication and provide opportunities for the new hire to ask questions and provide feedback.

17. Review Company Policies:

    • Review and explain company policies, including attendance, leave, and conduct.

Ongoing:

18. Regular Check-Ins:

    • Schedule regular check-ins with the new employee to provide feedback and address any concerns.

19. Skill Development:

    • Identify opportunities for skill development and career growth.

20. Performance Reviews:

    • Conduct performance reviews at predetermined intervals (e.g., 3 months, 6 months, 1 year).

21. Engagement Activities:

    • Engage new employees in team-building activities and company events.

22. Feedback Loop:

    • Establish a feedback loop for the new hire to share their experiences and suggestions.

Offboarding:

23. Exit Interviews:

    • Conduct exit interviews to gather feedback and insights when the employee leaves the organization.

24. Documentation and Handover:

    • Ensure proper documentation and knowledge transfer when the employee departs.

25. Final Check-Out:

    • Complete any final check-out procedures, including returning company property.