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Employee onboarding

Human Resources Onboarding Checklist

Prepare the employee's personal folder

Prepare the employee's contract and benefits documentation

Establish the employee's payroll information

Provide the employee with an overview of company policies and procedures

Schedule an orientation session with the HR representative

IT Onboarding Checklist

Provision access to relevant systems, software, and tools

Provide the employee with a workstation/laptop

Install necessary software and configure systems

Set up email, network, and security access

Provide training on specific software and tools

Team Onboarding Checklist

Introduce the employee to their team members

Assign a mentor or buddy for the employee

Provide a walkthrough of current projects and deliverables

Schedule one-on-one meetings with team members to discuss their roles and responsibilities

Establish communication channels and protocols

Project Onboarding Checklist

Provide an overview of the project and its objectives

Set up the employee's project tasks and responsibilities

Schedule training sessions on project-specific tools and methodologies

Introduce the employee to project stakeholders and clients

Establish timelines and milestones

Performance Management Onboarding Checklist

Discuss performance expectations and goals

Establish a performance review process

Schedule regular check-ins and feedback sessions

Provide resources for professional development and training

Establish a performance improvement plan, if necessary.

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