Pre-Onboarding Checklist

Offer Acceptance

Background Check

Paperwork

Orientation Prep

Offer Acceptance Section

- Confirm candidate's acceptance of the job offer

- Provide detailed information about the start date, time, and location

Background Check Section

- Initiate background check process

- Obtain necessary consent and authorization forms

- Verify education, employment history, references, and any required licenses or certifications

Paperwork Section

- Prepare and gather all necessary forms and documents, such as

- Employment contract or offer letter

- Confidentiality and non-disclosure agreements

- Tax forms (e.g., W-4, I-9)

- Benefits enrollment forms

- Direct deposit authorization

- Emergency contact information

- Create and distribute employee handbook or policies for review

Orientation Prep Section

- Compile a list of essential information and resources to be provided during orientation, such as

- Company history, mission, and values

- Organizational structure and departments

- Employee benefits and perks

- Workplace policies and procedures

- Safety and security guidelines

- IT and technology setup instructions

- Introduction to key team members and colleagues

- Schedule and agenda for the orientation program

- Employee's workspace setup and equipment requirements

Orientation Checklist

Welcome

Introductions

Company Overview

Policies and Procedures

Benefits and Payroll

Training and Development

Workplace Culture

Welcome Section

- Greet the new employee and make them feel comfortable and valued

- Provide a tour of the workplace, including key facilities and amenities

- Present any welcome gifts or materials

Introductions Section

- Introduce the new employee to their immediate team members and colleagues

- Facilitate icebreaker activities to help foster connections and rapport

Company Overview Section

- Present an overview of the company's history, mission, and values

- Explain the organizational structure and key departments

- Share information about the company's products, services, and industry

Policies and Procedures Section

- Provide an in-depth explanation of the company's policies, procedures, and code of conduct

- Address topics such as attendance, leave, dress code, and workplace behavior expectations

Benefits and Payroll Section

- Explain the employee benefits package, including health insurance, retirement plans, and time off policies

- Guide the employee through the process of completing benefits enrollment forms

- Discuss payroll procedures, including timesheets, pay periods, and direct deposit

Training and Development Section

- Outline any required training programs or certifications

- Provide information on ongoing professional development opportunities

- Explain performance evaluation processes and career advancement paths

Workplace Culture Section

- Emphasize the company's core values and expected behaviors

- Discuss team dynamics, collaboration, and communication expectations

- Foster a sense of belonging and inclusion within the organization

Post-Orientation Checklist

Assign Mentor or Buddy

Follow-Up Meetings

Continuous Support

Evaluation and Feedback

Assign Mentor or Buddy Section

- Pair the new employee with a mentor or buddy to provide guidance and support during the onboarding process

- Define the responsibilities and expectations of the mentor or buddy

Follow-Up Meetings Section

- Schedule regular follow-up meetings with the new employee to address any questions or concerns

- Evaluate their progress and adjust onboarding plans accordingly

- Provide opportunities for the employee to share feedback and insights

Continuous Support Section

- Ensure the new employee has access to necessary resources and tools for their job

- Encourage open communication and provide ongoing support as needed

- Offer additional training or development opportunities based on the employee's needs and goals

Evaluation and Feedback Section

- Conduct performance evaluations at designated intervals

- Seek feedback from the new employee regarding their onboarding experience

- Use feedback to improve future onboarding processes and enhance employee satisfaction