AI Checklist Generator

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onboarding

Pre-boarding Checklist

Send welcome email to new hire with important information

Draft personalized email welcoming new hire to the team
Include details on start date, time, location, and dress code
Attach any necessary forms or documents for new hire to review

Provide access to company policies and employee handbook

Send new hire a link to access the company's online portal or intranet
Ensure new hire has login credentials to view policies and handbook
Encourage new hire to review and ask questions prior to start date

Schedule orientation meeting with HR

Coordinate with HR to set up a time for orientation meeting
Send calendar invite with meeting details and agenda to new hire
Include information on what new hire should bring or prepare for the meeting

Assign buddy or mentor for new hire

Select a seasoned employee to be the new hire's buddy or mentor
Introduce buddy or mentor to new hire via email or in person
Provide buddy or mentor with information on new hire's role and responsibilities

HR Paperwork

Complete new hire paperwork including I-9 and W-4 forms

Provide benefits information and enrollment forms

Review company policies and procedures

Collect emergency contact information

Training and Onboarding

Schedule training sessions for job-specific skills

Introduce new hire to team members and key stakeholders

Review job responsibilities and performance expectations

Set goals and objectives for first 30, 60, and 90 days

Technology Setup

Order necessary equipment (laptop, phone, etc.)

Set up email and access to company systems

Provide login credentials for internal tools and software

Conduct cybersecurity training and best practices

Company Culture and Integration

Schedule team-building activities or social events

Share company history, mission, and values

Encourage participation in employee resource groups

Foster open communication and feedback

Follow-up and Feedback

Conduct regular check-ins with new hire to address any concerns

Provide opportunities for ongoing training and development

Seek feedback from new hire on onboarding process

Celebrate milestones and achievements in first few months.

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