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onboarding of new employee

Pre-Onboarding Checklist

Review the position requirements and create a job description

Determine the salary and benefits package for the new employee

Obtain necessary approvals for hiring from relevant stakeholders

Identify a point person or team responsible for overseeing the onboarding process

Conduct background checks and verification of employment history

Prepare the necessary documents and forms for the new employee, such as an offer letter, employment contract, and confidentiality agreements

Coordinate with IT to set up email accounts and provide necessary access to software and systems

Order any necessary equipment or supplies for the new employee's workspace

Coordinate with HR to schedule the new employee's start date and ensure all necessary paperwork is completed prior to their arrival

Communicate with the new employee about their start date, orientation schedule, and any pre-employment requirements or tasks they need to complete

Prepare a welcome package or orientation materials for the new employee, including information about the company culture, policies, and procedures

Arrange for a mentor or buddy to be assigned to the new employee to provide guidance and support during their onboarding process

Schedule any necessary training sessions or meetings for the new employee to ensure they have the knowledge and skills needed for their role

Communicate with relevant departments or teams to inform them of the new employee's start date and provide any necessary information or instructions

Administrative Onboarding Checklist

Prepare an offer letter and employment contract

Gather necessary employment forms (e.g., tax forms, confidentiality agreements)

Set up the employee in the HR system

Coordinate with IT to ensure the new employee has necessary equipment and access to systems

Arrange for the issuance of security badges or access cards

Notify relevant departments about the new employee's start date

Orientation and Training Checklist

Develop an orientation schedule for the new employee's first week

Schedule introductory meetings with key team members and supervisors

Provide an overview of the firm's history, values, and culture

Conduct a tour of the office premises, highlighting important areas

Provide training on specific software and tools used by the firm

Explain the firm's policies, procedures, and expectations

Assign a mentor or buddy to assist the new employee in acclimating to the firm

Legal and Compliance Checklist

Arrange for the new employee to complete any required training or certifications

Provide information on relevant legal and ethical guidelines for the legal profession

Review and discuss any confidentiality or conflict of interest policies

Ensure the employee understands the firm's expectations regarding billing and timekeeping

Familiarize the employee with document retention and data privacy protocols

Client and Case Onboarding Checklist

Introduce the new employee to existing clients, if applicable

Provide an overview of the firm's practice areas and current caseloads

Familiarize the employee with the firm's case management systems and processes

Assign the employee to a caseload or project, if appropriate

Review any client-specific requirements or protocols

Professional Development Checklist

Discuss the firm's professional development opportunities and resources

Identify any mandatory or recommended continuing education programs

Establish goals and expectations for the employee's professional growth

Schedule regular check-ins and performance evaluations

Finalizing Onboarding Checklist

Collect any outstanding paperwork or forms from the employee

Ensure the employee has completed all necessary training

Conduct an exit interview with the employee's point person or supervisor

Provide the employee with a final onboarding package, including relevant contact information and resources

Celebrate the successful onboarding with a welcome gathering or team lunch

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