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Employee onboarding

Pre-employment

Offer letter signed and returned

Ensure the offer letter is clear and includes all necessary details.
Provide a deadline for the candidate to sign and return the offer letter.

Background check completed

Obtain necessary consent from the candidate for the background check.
Choose a reputable background check provider and ensure all necessary checks are completed.

Employment contract signed

Review the employment contract with the candidate to ensure understanding.
Provide a copy of the signed contract to the candidate for their records.

Reference checks conducted

Contact the provided references and ask relevant questions.
Document the reference check process and findings for future reference.

Drug screening test completed

Schedule the drug screening test with a certified provider.
Ensure the candidate understands the process and requirements of the drug screening.

I-9 form filled out and verified

Provide the candidate with the necessary instructions and forms to fill out the I-9 form.
Verify the candidate's documents in person to ensure compliance with legal requirements.

Employee handbook reviewed and acknowledged

Provide the candidate with a copy of the employee handbook.
Have the candidate sign an acknowledgment form confirming they have reviewed the handbook.

Non-disclosure agreement signed

Review the non-disclosure agreement with the candidate to ensure understanding.
Keep a copy of the signed agreement in the candidate's file.

IT equipment issued and set up

Provide the necessary IT equipment to the candidate according to their role.
Ensure the IT equipment is set up and functioning properly before the candidate's start date.

Uniforms or work attire provided

Provide the candidate with any required uniforms or work attire.
Ensure the candidate understands the dress code and expectations for attire.

Schedule for first week confirmed

Send the candidate a detailed schedule for their first week, including orientation and training sessions.
Ensure the schedule aligns with other onboarding activities and personnel.

Parking pass or transportation arrangements made

Provide the candidate with a parking pass or information on transportation options.
Ensure the candidate is aware of any parking restrictions or transportation schedules.

First day

Welcome package provided

Workspace set up

Introduction to team members

Orientation schedule reviewed

IT equipment set up

Security access and badge distribution

Introduction to key stakeholders

Overview of company culture and values

Review of first-day agenda and expectations

Training and development

Training schedule outlined

Learning objectives established

Regular check-ins scheduled

Performance goals discussed

Training materials provided

Training sessions conducted by subject matter experts

On-the-job training opportunities identified

Feedback sessions scheduled to review progress

Opportunities for continued learning and development discussed

Cross-training opportunities identified

Performance evaluations conducted to assess training effectiveness

Benefits and payroll

Benefits enrollment completed

Payroll information submitted

Direct deposit set up

Retirement plan enrollment completed

Health insurance enrollment completed

Dental and vision insurance enrollment completed

Life insurance enrollment completed

Flexible spending account enrollment completed

401(k) contribution set up

Review and understand any additional benefits offered by the company

Complete any necessary paperwork for disability or other insurance options

Verify accuracy of all payroll information and deductions

Schedule a meeting with HR to discuss any questions or concerns about benefits and payroll

Company policies and procedures

Employee handbook provided

Code of conduct reviewed

Safety protocols explained

HR contact information shared

Performance management

Performance review schedule outlined

Performance expectations discussed

Development opportunities identified

Feedback mechanisms established

Employee engagement

Employee engagement survey completed

Employee resource groups introduced

Mentorship program participation offered

Team-building activities scheduled

Exit process

Exit interview scheduled

Return of company property confirmed

Final paycheck details provided

Exit paperwork completed

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