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Onboarding

Pre-Start Date

Confirm offer acceptance and start date with new hire

Share relevant documents, policies, and forms for review and signature

Set up new hire in HR and payroll systems

Assign a mentor or buddy for the new hire

Communicate details of the first day, including time, location, and any preparation required

Schedule any necessary pre-start training or orientation sessions

First Day

Welcome the new hire and introduce them to the team

Provide a tour of the office and introduce key personnel

Review company policies, procedures, and expectations

Assign necessary equipment, such as laptop, phone, access cards, etc.

Set up email, software, and other technology accounts

Provide an overview of the organization's structure, services, and clients

Discuss the new hire's role, responsibilities, and goals

Share project or assignment details, if applicable

Explain the performance evaluation process and key milestones

Arrange any required training sessions or workshops

Review safety protocols and emergency procedures

Provide an orientation to company culture and values

First Week

Schedule meetings with key stakeholders and team members

Provide access to relevant resources, databases, and internal systems

Assign initial tasks or assignments to familiarize the new hire with work processes

Introduce the new hire to ongoing projects or engagements

Encourage the new hire to ask questions and seek clarifications

Conduct regular check-ins to address any concerns or challenges

Offer support and guidance as needed

Discuss the organization's code of conduct and professional ethics

Share information about networking opportunities and professional development programs

Provide an overview of the organization's marketing strategies and business development initiatives

First Month

Review the new hire's progress and provide feedback

Conduct a performance evaluation meeting to set goals and expectations

Provide additional training or development opportunities as required

Assign more complex tasks or projects to expand the new hire's skills

Encourage participation in team meetings and knowledge-sharing sessions

Discuss any upcoming client engagements or project assignments

Ensure the new hire is aware of the organization's reporting and communication channels

Facilitate introductions to clients, if applicable

Foster a sense of inclusion and belonging within the organization

Address any concerns or issues proactively

Ongoing

Regularly check in with the new hire to assess their integration and engagement

Provide continuous feedback and guidance for professional growth

Encourage participation in training, certification, or industry-related courses

Support the new hire's networking and relationship-building efforts

Offer opportunities for cross-functional collaboration and exposure

Recognize and reward achievements and milestones

Foster a positive work environment and a sense of camaraderie

Continuously communicate the organization's vision, mission, and strategic objectives

Review and update the onboarding process based on feedback and best practices

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