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Home > Human Resources > in and out processing

in and out processing

Preparing for In-processing

Review new employee's application and resume

Verify completion of pre-employment background checks and drug tests

Prepare welcome package with necessary forms and documents

Schedule orientation and onboarding sessions

Coordinate office space and equipment setup

Notify relevant departments about the new employee's start date

Day 1 In-processing

Greet new employee and provide a warm welcome

Review company policies, code of conduct, and employee handbook

Collect completed forms, such as tax forms, emergency contact information, and benefits enrollment

Provide an overview of employee benefits and answer any questions

Issue employee identification badge and access cards

Set up computer login credentials and email account

Introduce the new employee to their supervisor and team members

Conduct a brief tour of the office, highlighting important areas

Training and Orientation

Schedule necessary training sessions, both online and in-person

Provide an overview of the company's mission, vision, and values

Explain job responsibilities, performance expectations, and goals

Provide information on company culture and work environment

Review safety guidelines and emergency procedures

Facilitate introductions to key personnel in other departments

Share information about available resources and support services

Discuss career development and growth opportunities

Benefits and Payroll

Ensure employee completes necessary paperwork for benefits enrollment

Provide information on health insurance, retirement plans, and other benefits

Explain the process for submitting expense reports and timesheets

Discuss payroll procedures, including payment schedules and direct deposit setup

Assist with the completion of beneficiary designation forms, if applicable

IT and Equipment Setup

Coordinate with IT department to set up required software and systems access

Provide instructions on accessing shared drives, email, and other tools

Assist with the setup of phone extension, voicemail, and conference line access

Ensure employee has necessary equipment (laptop, phone, etc.) and troubleshoot any issues

Provide guidelines for data security, password management, and acceptable use policies

Out-processing

Schedule exit interview to gather feedback and address any concerns

Collect company property, such as badges, laptops, and access cards

Review final paycheck, benefits continuation, and COBRA options

Provide information on the return of company assets, like uniforms or equipment

Update employee records and update HR systems accordingly

Communicate employee departure to relevant departments, such as IT and finance

Note: The specific items and sections in the checklist may vary depending on the organization's policies, procedures, and legal requirements.

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