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Onboarding

Pre-Onboarding Checklist

Send welcome email to new employee with onboarding instructions and required documents

Prepare employee's workspace, including necessary equipment and supplies

Schedule a meeting with the employee's manager to discuss expectations and goals

Coordinate with IT department to set up computer, email, and access to necessary systems

Order employee's business cards and name tag

Arrange for parking or transportation if applicable

Provide employee with a detailed schedule for the first week

First Day Checklist

Greet employee and provide a warm welcome

Give a tour of the office, introducing key personnel and departments

Review company policies, procedures, and employee handbook

Provide employee with necessary identification badges or access cards

Set up employee's workspace, including computer login and email setup

Introduce employee to the HR department and explain their role

Conduct orientation session, covering company culture, values, and mission

Review employee benefits and answer any questions

First Week Checklist

Schedule meetings with key team members and stakeholders

Provide training on company-specific software and tools

Assign a mentor or buddy to help the employee acclimate to the new environment

Review job responsibilities, performance expectations, and goals

Discuss career development opportunities and growth paths

Conduct a follow-up meeting with the manager to address any concerns or questions

Collect necessary paperwork, such as tax forms and emergency contact information

Conduct a performance review to assess initial progress and identify areas for improvement

First Month Checklist

Provide additional training or workshops to help the employee excel in their role

Schedule check-in meetings with the employee to gauge their satisfaction and address any issues

Encourage employee participation in team-building activities or events

Review and discuss the employee's performance goals and objectives

Address any outstanding questions or concerns the employee may have

Conduct a formal performance evaluation and provide feedback

Discuss long-term career goals and development plans

Celebrate the employee's successful completion of the onboarding process

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