onboarding

Send out a welcome email to the new employee with necessary paperwork and instructions

Prepare and send a pre-boarding package containing company information and policies

Schedule an introductory call or meeting with the new employee to discuss their first day and answer any questions

Prepare the new employee's workspace, including necessary equipment, supplies, and access

Ensure all required software and systems accounts are set up

Introduce the new employee to the team members and provide a brief overview of their roles

Conduct a tour of the office/facility and familiarize the employee with key areas

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

Review the employee's schedule for the first week and clarify expectations

Schedule and provide necessary training sessions or courses

Introduce the new employee to their department and its functions

Provide an overview of the company's organizational structure, departments, and key contacts

Review the employee handbook and company policies

Explain the company's communication channels and tools

Review any safety protocols and emergency procedures

Provide information on employee benefits, including health insurance, retirement plans, etc.

Assist the employee in completing necessary paperwork for benefits enrollment

Explain the payroll process, including pay schedule, deductions, and tax forms

Inform the new employee about any available employee assistance programs

Assist the new employee in setting up their work email, accounts, and passwords

Provide instructions and guidelines for using company technology and equipment

Educate the employee about cybersecurity practices and protocols

Review the company's data protection and privacy policies

Ensure the employee has access to necessary software, tools, and resources

Discuss the employee's job description, responsibilities, and performance objectives

Provide clarity on performance evaluation processes and timelines

Establish goals and expectations for the first few months

Explain how feedback and performance discussions will be conducted

Provide a list of useful resources, such as company intranet, employee handbook, FAQs, etc.

Offer guidance on professional development opportunities and mentorship programs

Inform the new employee about any upcoming events, team-building activities, or company initiatives

Schedule regular check-ins to ensure the new employee is settling in well

Encourage open communication and address any concerns or questions

Provide ongoing support and guidance throughout the onboarding period

Request feedback on the onboarding process to improve future experiences

Note: This checklist is a general outline and may vary depending on the organization and specific onboarding requirements.