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> Create a new employee on boarding checklist
Create a new employee on boarding checklist
Pre-Hire Preparation
Conduct background check
Request background check consent form from new employee
Submit background check request to HR or third-party provider
Review background check results before new employee start date
Prepare new employee documents
Gather necessary forms such as W-4, I-9, direct deposit, benefits enrollment
Create employee handbook and onboarding packet
Ensure all documents are up to date and compliant with company policies
Schedule initial orientation
Coordinate with HR and hiring manager for orientation date and time
Send calendar invite to new employee with orientation details
Prepare agenda for orientation including introductions, company overview, and training schedule
Orientation Day
Welcome new employee
Introduce new employee to team members
Review company policies and procedures
Training
Provide training on company systems and processes
Schedule training sessions with key team members
Monitor progress and provide feedback
Setting Up Workspace
Assign workspace and equipment
Provide necessary access to systems and tools
Ensure all necessary supplies are available
Benefits Enrollment
Review benefits packages
Assist with enrollment in health insurance, retirement plans, etc.
Answer any questions about benefits
Integration
Assign a mentor or buddy to help new employee acclimate
Encourage new employee to participate in team activities
Provide opportunities for networking and relationship-building
Performance Expectations
Set clear goals and expectations for new employee
Provide regular feedback and coaching
Conduct performance evaluations at designated intervals
Follow-Up
Check in with new employee regularly to address any concerns
Provide additional training or support as needed
Celebrate milestones and achievements
By following this comprehensive checklist, you can ensure a smooth and successful onboarding process for your new employee.
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