onboarding new colleague

Pre-Onboarding Checklist

Confirm start date with new colleague

Prepare welcome package with company materials

Set up work station with necessary equipment

Send new colleague an email with important information about their first day, including details on where to park, what time to arrive, and who to ask for upon arrival

Coordinate with HR to ensure all necessary paperwork and documents are completed prior to start date

Provide new colleague with a schedule for their first week, including any meetings or training sessions they will need to attend

Assign a buddy or mentor to help guide the new colleague through their first few weeks on the job

Arrange for a tour of the office and introductions to key team members

Set up access to necessary systems and tools, such as email accounts, project management software, and shared drives

HR Onboarding Checklist

Schedule orientation meeting with HR team

Review company policies and procedures

Complete necessary paperwork (tax forms, benefits enrollment, etc.)

Provide new colleague with employee handbook

Explain company culture and values

Review performance expectations and goals

Discuss career development opportunities

Introduce new colleague to key HR team members

Schedule follow-up meetings to check in on progress and address any questions or concerns

Team Onboarding Checklist

Introduce new colleague to team members

Assign a buddy/mentor for support

Review team goals and projects

Provide an overview of team roles and responsibilities

Schedule team meetings and introduce new colleague to regular meeting schedule

Review team communication channels and protocols

Discuss team dynamics and culture

Set expectations for collaboration and teamwork

Provide resources for team collaboration, such as shared drives or project management tools

Training Onboarding Checklist

Schedule training sessions for required skills

Provide access to necessary training materials or resources

Monitor progress and provide feedback

Assign a mentor or buddy to help with on-the-job training

Schedule follow-up training sessions to reinforce learning

Conduct assessments or quizzes to gauge understanding

Provide opportunities for hands-on practice or simulations

Offer additional resources for further learning or skill development

IT Onboarding Checklist

Set up email and other necessary accounts

Provide access to company software and tools

Ensure new colleague has proper technology equipment

Configure new colleague's computer with necessary software and tools

Set up VPN access for remote work

Provide instructions on how to access and use company communication tools (e.g. Slack, Microsoft Teams)

Conduct a cybersecurity training session to educate new colleague on best practices for protecting company data

Set up a schedule for regular IT support and maintenance check-ins

Provide documentation on IT policies and procedures for reference

Follow-Up Checklist

Schedule check-in meetings to review progress

Address any questions or concerns

Provide ongoing support and feedback.

Set up regular feedback sessions to discuss performance and development goals

Encourage open communication and ask for feedback on the onboarding process

Monitor progress and offer additional training or resources as needed

Celebrate milestones and achievements to boost morale and motivation

Conduct a formal evaluation at the end of the onboarding period to assess overall success and areas for improvement