new staff onboarding

Preparing for Onboarding

Review new staff onboarding checklist template

Customize the checklist according to specific department or role

Gather all necessary documents and paperwork for new staff

Ensure access to relevant systems and tools is set up

Prepare a welcome package including any necessary information or materials

Pre-Employment

Conduct background checks and verify references

Send employment offer letter and contract

Obtain signed employment agreement

Coordinate any necessary pre-employment medical or drug tests

Confirm start date, time, and location with the new staff

First Day

Prepare a welcome email to be sent on the first day

Arrange for a mentor or buddy to assist the new staff

Provide an overview of the company's culture, mission, and values

Conduct an office tour and introduce new staff to colleagues

Review basic workplace policies, such as dress code and office hours

HR and Administrative Tasks

Provide new staff with necessary HR forms and ensure completion

Explain and enroll new staff in benefit programs

Set up payroll and tax-related information

Provide guidance on timekeeping and attendance procedures

Explain the performance review process and expectations

Training and Development

Create a training schedule for the initial weeks

Provide necessary equipment and resources for training

Conduct orientation sessions on company policies, procedures, and systems

Offer department-specific training, if applicable

Schedule any external training or workshops as required

IT Setup and Access

Order and set up necessary hardware and software for the new staff

Create email and other system accounts

Provide login credentials and instructions for accessing systems

Conduct training on using company software and tools

Ensure access to shared drives and relevant databases

Job-Specific Tasks

Review job description, roles, and responsibilities with the new staff

Assign initial tasks or projects to familiarize new staff with their role

Provide any necessary job-specific training or resources

Schedule meetings with relevant team members or supervisors

Discuss career development opportunities within the organization

Communication and Feedback

Introduce new staff to key contacts within the organization

Encourage open communication and establish regular check-ins

Provide feedback channels or mechanisms for new staff

Conduct periodic performance evaluations and provide constructive feedback

Foster a supportive and inclusive work environment

Wrap-Up and Evaluation

Schedule a wrap-up meeting to discuss the onboarding experience

Review the checklist and make any necessary updates

Seek feedback from new staff on their onboarding experience

Evaluate the effectiveness of the onboarding process

Make improvements based on feedback and lessons learned