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On boarding

Pre-Onboarding Checklist

1. *Prepare for Onboarding

Review the new hire's employment offer and contract.

Prepare the necessary paperwork, including employment agreement, tax forms, and benefits enrollment forms.

Set up a new employee file and gather all required documents.

2. *Communicate with the New Hire

Send a welcome email to the new employee, providing information about their first day, dress code, parking, and any other relevant details.

Share the onboarding schedule, including orientation sessions, training programs, and introductions to team members.

Ask the new hire to complete any pre-employment forms, such as background checks or drug tests, if applicable.

3. *Prepare the Workstation

Ensure the new hire's workstation is clean, organized, and equipped with the necessary technology and supplies.

Set up computer systems, email accounts, software, and access to relevant databases.

Assign a mentor or buddy to assist the new employee during their first few weeks.

4. *Create a Warm Welcome

Decorate the workspace with a personalized welcome sign, company-branded items, or a small gift.

Prepare a welcome kit containing company policies, employee handbook, and any other essential documents.

Arrange for a team lunch or breakfast to introduce the new employee to their colleagues.

First Day Checklist

1. *Orientation and Introduction

Conduct a comprehensive orientation session, explaining the company's mission, values, and culture.

Introduce the new hire to key personnel, including team members, supervisors, and other relevant departments.

Provide an overview of the organization's structure, departments, and reporting lines.

2. *Review Policies and Procedures

Review and discuss the employee handbook, covering important policies, such as attendance, leave, code of conduct, and safety guidelines.

Explain the company's performance management process, including goal-setting, feedback, and performance reviews.

Provide information on benefits, such as health insurance, retirement plans, and any additional perks.

3. *Training and Onboarding Sessions

Schedule and facilitate any required training sessions specific to the new employee's role and responsibilities.

Provide access to online training resources or materials to help them get up to speed.

Assign tasks or projects to enable hands-on learning and integration into the team.

4. *Complete Administrative Tasks

Assist the new hire in completing necessary paperwork, such as tax forms, direct deposit setup, and emergency contact information.

Explain the process for requesting time off, reporting hours worked, and any other administrative procedures.

Inform the employee about company tools, software systems, and communication channels.

First Week and Beyond

1. *Check-In and Support

Schedule regular check-ins with the new hire to address any questions or concerns.

Assign a mentor or buddy to provide ongoing support and guidance.

Encourage the employee to attend team meetings, events, and social activities to foster connections.

2. *Set Expectations and Goals

Discuss performance expectations, goals, and key performance indicators.

Create a development plan outlining training opportunities and career advancement possibilities.

Provide feedback and constructive criticism to help the new employee improve and grow.

3. *Monitor Progress and Adjust

Continuously assess the new hire's progress and provide guidance or additional training when necessary.

Address any challenges or issues that arise promptly.

Seek feedback from the new employee to identify areas of improvement in the onboarding process.

4. *Ensure Integration and Engagement

Encourage the new employee to participate in team-building activities or cross-functional projects.

Connect the employee with internal resources, affinity groups, or employee resource networks.

Follow up periodically to ensure the employee's successful integration and overall satisfaction.

Note: This checklist is a general guide and may vary based on the organization's specific onboarding process and requirements.

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