Onboarding

Pre-employment paperwork

Offer letter signed

Employee handbook acknowledged

Tax forms completed

Direct deposit information provided

Background check consent form signed

Confidentiality agreement acknowledged

Emergency contact information submitted

I-9 form completed and verified

Non-compete agreement signed

Drug test consent form signed

Training and orientation

Schedule first day agenda

Review company policies and procedures

Introduce to team members

Provide training on job duties

Give an overview of company history and mission

Conduct a tour of the office or workplace

Provide an introduction to key departments and roles within the organization

Offer insight into company tools and software that will be used in daily tasks

Schedule training sessions for specific skills or certifications required for the position

Set goals and expectations for the training period

Assign a mentor or buddy for additional support and guidance

Review any additional resources or materials that will help in the onboarding process

Equipment and access

Set up computer and email account

Provide company phone and/or equipment

Provide access to shared drives and network folders

Set up VPN access for remote work

Assign access to internal communication tools (e.g. Slack, Microsoft Teams)

Train on how to use company-specific software or systems

Provide access to necessary online resources and databases

Issue security badges or access cards for office entry

Benefits enrollment

Review available benefits

Assist with enrollment in health insurance

Provide information on retirement plans

Explain time off policies

Review dental and vision insurance options

Assist with enrollment in life insurance and disability coverage

Provide information on flexible spending accounts or health savings accounts

Explain wellness program options and enrollment process

Assist with enrollment in any additional voluntary benefits offered by the company

Performance expectations

Set goals and objectives for first 30, 60, 90 days

Schedule regular check-ins with manager

Provide feedback on performance

Discuss opportunities for growth and development

Review job description and performance expectations

Identify key performance indicators for success in the role

Discuss timeline for performance evaluations

Establish clear communication channels for addressing performance concerns

Encourage open dialogue about expectations and goals

Company culture and values

Explain company mission and values

Encourage participation in company events

Emphasize importance of teamwork and collaboration

Foster a sense of belonging and inclusion

Follow-up and feedback

Conduct exit interview after first 90 days

Gather feedback on onboarding process

Address any concerns or issues

Provide ongoing support and resources for success

Schedule regular check-ins with new employees to discuss progress and address any challenges

Encourage new employees to provide feedback on their experiences and suggest improvements for the onboarding process

Implement a mentorship program for new employees to receive guidance and support from more experienced team members

Conduct performance reviews at the end of the onboarding period to discuss goals, expectations, and areas for improvement

Offer additional training or development opportunities based on feedback and performance evaluations