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onboarding
Pre-boarding Checklist
Send welcome email to new hire with pre-boarding documents and information
Schedule orientation meeting with HR and hiring manager
Set up new hire's workspace with necessary equipment and supplies
HR Paperwork
Provide new hire with necessary forms to fill out (W-4, I-9, direct deposit, etc.)
Collect completed paperwork and submit to HR for processing
Review employee handbook and company policies with new hire
Training and Development
Create training schedule for new hire to learn job responsibilities
Assign mentor or buddy to help new hire acclimate to the team
Schedule any necessary training sessions or certifications for new hire
IT Setup
Set up new hire's computer, phone, and email account
Provide access to necessary software and systems
Ensure new hire has login information and instructions for accessing company resources
Benefits Enrollment
Provide information on company benefits and enrollment deadlines
Assist new hire with selecting health insurance, retirement plans, and other benefits
Answer any questions about benefits and enrollment process
Welcome and Introduction
Introduce new hire to team members and key stakeholders
Schedule team lunch or welcome happy hour for new hire
Provide tour of office and introduce new hire to office layout and amenities
Performance Expectations
Review job description and expectations with new hire
Set goals and objectives for new hire's first 30, 60, and 90 days
Schedule regular check-ins and feedback sessions to ensure new hire's success
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