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employee onboarding

Section 1: Pre-employment paperwork*

Offer letter acceptance

Signed employment contract

Completed W-4 form for tax withholding

Completed I-9 form for employment eligibility verification

Direct deposit form for payroll

Emergency contact information form

Employee personal information form

Section 2: Orientation and training*

Schedule orientation session with HR

Provide employee handbook and policies for review

Assign a mentor or buddy for the new employee

Introduce the new employee to the team and key stakeholders

Arrange training sessions on company systems and software

Provide access to necessary software and tools

Schedule department-specific training sessions

Review job responsibilities and performance expectations

Section 3: Benefits and compensation*

Provide information on health insurance plans and enrollment process

Explain retirement plans and enrollment options

Discuss paid time off policies and procedures

Explain bonus or incentive programs

Review salary and payroll schedule

Provide information on any additional benefits (e.g., tuition reimbursement, wellness programs)

Section 4: Security and access*

Order employee access card or key fob

Assign login credentials for company systems and platforms

Set up email account and provide instructions

Provide access to shared drives and files

Grant permissions to necessary software or databases

Review company security policies and procedures

Section 5: Equipment and workspace*

Order and set up necessary equipment (computer, monitor, phone, etc.)

Arrange for appropriate software installations and licenses

Assign a designated workspace or office

Provide necessary office supplies

Explain IT support process and contacts

Review company policies regarding equipment use and maintenance

Section 6: HR and administrative tasks*

Enroll employee in HRIS (Human Resources Information System)

Add employee to payroll system

Provide employee with company code of conduct or ethics policies

Review performance evaluation process and timelines

Explain employee assistance programs or resources

Collect emergency evacuation information

Explain timekeeping and attendance procedures

Section 7: Introduction to company culture and values*

Discuss company mission, vision, and values

Share information about company traditions and events

Explain any employee recognition programs

Provide resources to learn about the company's history and background

Encourage participation in company-sponsored activities or committees

Section 8: Follow-up and ongoing support*

Schedule regular check-ins with HR or supervisor

Conduct performance review after probationary period

Provide ongoing training and professional development opportunities

Encourage participation in team meetings and events

Address any questions or concerns raised by the new employee

Foster a supportive and inclusive work environment

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