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Make a onboarding checklist

Pre-joining Process

Send offer letter to the candidate

Request necessary documents (e.g., signed offer letter, identification proof)

Conduct background verification, if applicable

Share joining date and time with the candidate

Inform the IT team about the new hire's system setup requirements

Welcome and Orientation

Prepare a welcome email or message for the new hire

Assign a buddy or mentor to assist the new hire

Schedule an orientation session to introduce the organization's culture, values, and policies

Provide an overview of the team structure and key stakeholders

Share any necessary documentation or resources for the new hire to review

Administrative Tasks

Collect necessary employee information (e.g., personal details, emergency contacts)

Set up employee accounts and email addresses

Provide access to relevant software tools and systems

Explain the timesheet and attendance tracking process

Provide information on payroll, benefits, and tax-related formalities

Training and Skill Development

Identify training needs specific to the new hire's role

Develop or assign training modules/courses

Provide access to training materials or online learning platforms

Schedule training sessions or workshops as needed

Encourage participation in relevant conferences or industry events

Team Integration

Introduce the new hire to the team members and key stakeholders

Schedule informal team-building activities or lunches

Encourage collaboration and participation in team meetings

Assign initial tasks or projects to help the new hire get involved

Foster a supportive environment for the new hire to ask questions and seek guidance

Performance Expectations and Feedback

Clearly communicate performance expectations and goals

Establish a feedback mechanism for regular check-ins and performance reviews

Provide constructive feedback and guidance for improvement

Encourage the new hire to set personal development goals

Offer opportunities for career growth and advancement

Wrap-up and Feedback

Conduct a post-onboarding review with the new hire

Seek feedback on the onboarding process and areas for improvement

Address any concerns or challenges faced during onboarding

Share information on upcoming events or initiatives within the organization

Express gratitude for the new hire's commitment and contribution

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